Improved payment confirmation messages

You should find adding payment methods to forms that take payments easier with this group of changes.

We now set default payment confirmation messages in forms which take payments according to the payment processor they use. This makes it easier to set up these forms in the first place and harder to overlook where you need customisation. This applies to both what the user sees on the last step of the form, after payment is completed, and in any confirmation message sent by email.

We have introduced two new payment processors: Cheque and Simulate

You can now substitute organisation name and address into payment confirmation messages (particularly to make it easier to say where to send cheques).

The form editor now shows the settings (cog wheel) menu, for all forms, without the need to press a button to access it.

You can add more non-payment-specific text (common to all payment methods) to the confirmation step of all the forms that take payment. This means you can reduce the text in the payment-specific bits to the minimum, related solely to the payment method. Read More…

Custom fields in the join form

You can now collect custom fields in the membership record using the join form. This uses the same method for adding additional fields as other forms (like questions or bookings).

To better match the types allowed for additional fields in forms with custom fields in membership records, the former now also offers (all of them both optional and mandatory):

* year
* whole number
* currency amount.

You can use these types anywhere additional form fields are offered, not just in the join form. Read More…

Additional interim transaction details

Interim transactions now include payment method name and payee account details (such as the last four digits of the credit card number they used)in the transaction description. When an interim transaction is reconciled with a real transaction (whether manually or automatically), its description is now appended to that of the real transaction, so this information is not lost. Read More…