Items in this Release:
- Enable Job Link
- Payment Settings
- Consumer User Page Layout
- Unpaid Invoices
- All Invoices
- Account Creation
- Account Login
- Merchant Settings/Payment Settings
- Fixes and Improvements
Enable Job Link:
Merchants can now request the activation of the Job Link module. Job Link allows consumers to interact with estimates, view their previous order history, and more. Clicking on any of the Job Link tags in Print Reach Central will start the activation process by sending a message to a Print Reach Account Manager.
Under the Merchant Settings, there is a new Payment Settings tab:
In this tab, the Payment Terms and Surcharge Settings can be configured. Clicking the Set Payment Terms Mapping button opens the Payment Terms Mapping window. From this table the MIS (Printer's Plan and Midnight) payment terms can be configured in Print Reach Central:
The Payment Terms Mappings table has the following fields and options:
+New Button: Clicking this button will allow the end user to create a new payment terms record.
MIS Payment Terms: The first record in this table is a built-in record labeled ‘Unspecified’ this selection will be used if a matching terms value is not found.
- When creating a new record, the MIS Payment Terms field will have a pull-down menu listing each of the MIS Payment Terms:
From this listing, if a terms option has already been selected then it cannot be selected again and will be greyed out. Selecting a valid payment term will create a new payment term mapping.
Display Name: The text in this field will be used throughout Print Reach Central as the text for the Payment Terms.
Allow Partial Payments: If this field is set to Yes, then jobs assigned to the payment term will allow partial payments.
If this field is set to No, then jobs assigned to the payment term will not allow partial payments.
Pay In Advance % or $: This field is used to set the dollar amount that is “Due Today”. This can be a fixed dollar amount or a percentage of the job's total amount due.
The Pay In Advance field has the following options:
- % = Percent of the Total Amount Due on the Job.
- $ = Fixed dollar amount.
- N/A = Does not set an amount that is “Due Today”.
- Actions: Edit and Delete buttons.
Example Payment Scenario:
A payment term is configured to accept partial payments and collect a 50% deposit:
When a consumer user navigates to the payment page for a job with this payment term, the amount that is Due Today will be set to 50% of the Job's Total Amount Due:
The consumer can either pay the full amount or at a minimum, the Due Today amount. After the 50% deposit is paid, if the consumer returns to the payment window for the job, there will no longer be an amount that is Due Today:
If the payment due date of the job is today or earlier, the Due Today amount will be set to the Job's balance and the user will no longer be able to enter a partial payment:
Consumer User Page Layout:
For all pages viewed by a consumer user, the page header has been redesigned to create additional spacing for the page details:
On the Reports/Transactions page, the following transaction types are now listed with a negative amount:
- (Partially Reversed)
- (Partially Refunded)
- (Partially ChargeBack)
On the Funding Summary> Funding By Transactions Report, we've added the Subtotal and Total to the end of each page when the report goes to multiple pages.
We've added a Column Selector to the following Report Grids: Consumer Unpaid Invoices, Consumer Orders, Consumer Quotes, and Merchant New Invoice.
On the Unpaid Invoices grid, the Name column has been renamed to Title:
When a consumer user is viewing the Unpaid Invoices page, the following adjustments have been made:
- The invoice header, which shows the Invoice Number, and the Print/Download/Close icons are now frozen. If the user scrolls down the Invoice header remains visible.
- On the left panel, the selected invoice is highlighted.
- On the left panel, the paging fields are now displayed at the bottom of the panel.
- Data fields are properly stacked when viewing the page on a mobile device.
On the Merchant Admin Panel, as part of the Invoices Settings section, there is a new All Invoices option. This option requires Job Link:
When the All Invoices option is enabled, consumer users are able to view all of their invoices (Paid and Unpaid). From this list, the consumer can view, or pay any open invoice.
When an 'Invoice #' or 'View Invoice' button is clicked on the All Invoices grid, a side panel view of the invoice will be displayed.
On the left panel, the list of invoices can be sorted by the Invoice # and Job Balance fields.
Clicking the << arrows will expand the invoice view to full screen. Once expanded, clicking the >> arrows will return the invoice to the side panel view.
For an unpaid invoice, clicking the Pay Now button, or Pay Now icon from the Invoice list will open the payment page allowing the user to process a payment for the invoice:
When creating a new consumer user, if the contact already exists as a user Print Reach Central will display an alert indicating this contact already exists. This check is based on the unique Contact ID of the contact.
When logging in to Print Reach Central you can now log in using an email address instead of a User Name:
Merchant Settings/Payment Settings:
On the Merchant Settings Module, there is a new Payment Settings tab. This tab includes the Payment Terms and Surcharge Settings. Previously the Surcharge Settings were located on the Payment Page tab.
Improvement: Previously, all payments processed in Print Reach Central were checked for duplicate protection and duplicate payments were not processed. In this update, there is now an option in the Merchant Settings to enable/disable this protection.
Improvement: On the daily transaction report, the column header will now print on each page, previously these headers were only printed on the first page.
Improvement: To better accommodate the availability of the data, the monthly statement report will go out on the fifth day of the month. Previously this report was sent out on the fourth day of the month.
Fix: After refunding a transaction, when printing a receipt for the refund, the receipt displayed additional refund amounts. This is now corrected, and the receipt will show the refunded amount.
Fix: While using a tablet device, after processing a payment, the success modal window would not appear, this is now fixed.
Fix: On the Order and Quote Lists the Date columns were not filtering correctly, this is now fixed.
Fix: On the Transaction Details page there was a typo, this is now fixed.
Fix: When sending an email payment link from Print Reach Central, the subject line no longer includes the word "Checking".
Fix: When exporting a list of transactions in the .CSV format, the amount field will no longer include quotation marks.