Added the ability for a user to cancel or put a recurring gift on hold even when payment information is missing, as long as there is a valid payment gateway reference number.
Made improvements to the Consolidated Receipt Job by adding a new custom setting that provides users the ability to:
Specify whether to attach the Consolidated Receipt to either the First or the Last Transaction
Specify a Minimum Receipt amount so that a Consolidated Receipt is only created if the Receipt Amount is greater than or equal to the minimum amount.
Consolidated Receipt Job now checks to see if there is a Benefit Amount on the Transaction and deducts it from the Receipt Amount.
New Preview Consolidated Receipt Job which gives users the ability to generate preview receipts to validate the amount and quantity of consolidated receipts to be created.
EziDebit Customers Only - A new field (Ezidebit_Payer_Status__c) is now available on the Recurring Gift record. When EziDebit updates payer profiles to on-hold, Causeview users will be able see the discrepancy in a new report
Updating the payment information for a recurring gift no longer affects the Next Payment Date. Previously, updating the payment information would cause the Next Payment Date to update with the recurring start date.
Changes made to the Account Number for UK Direct Debit payments now updates both the Account Information on the Recurring Gift in Causeview as well as iATS.
The Name column on the Recurring Gift Management page now displays the Recurring Gift Allocation ID for the recurring gift allocation.
Improved error message returned on Recurring Gift Management page when allocation information is missing to provide users with a better understanding of where the problem is.
The Next Payment Date now remains populated when the recurring gift is put on hold and changed back to active.