New custom transaction PDFs, more detailed webhook responses, dunning improvements, and more

#Customize transaction PDF templates

We've added support for customizing transaction PDFs.
This works similarly to our custom invoice PDFs. It allows you to tailor the look and feel of your transaction PDFs to match your company’s design and branding guidelines. This not only helps give your company a more polished look, but it can improve customer trust and retention as well.

#See if a webhook was triggered via the REST API or a user

We’ve added support for determining whether a webhook was triggered via the REST API or a user, helping you troubleshoot faster and gain deeper visibility into payment activity.

This data is currently available for the following webhook events:

• package.paymethod
• package.cancel
• transaction.insert
• invoice.update
• creditcard.insert
• creditcard.update
• creditcard.delete

#Send Invoice due soon/upcoming email templates for subscriptions

Email templates with the Invoice due soon/upcoming type can now be used when sending emails for subscriptions using the Welcome Emails / Actions... option. A friendly reminder about upcoming payments can help your customers prepare to pay for their subscriptions on time.

#New dunning rule option for charging scheduled payments

There's a new dropdown with all the different amount to charge options when you set a dunning rule for attempting payments. That way it's clear exactly what payment amount to expect when you set a dunning rule.

The dropdown has a new option to charge specifically for scheduled payments when setting a rule for after a scheduled payment date or due date. This gives you a way to recover more missed payments with dunning, so you can make sure you get paid.

#Set an existing custom payment schedule as default

When you configure a default behavior for payment schedules, you can now select a custom schedule that you've already created. You'll no longer have to take time to re-create an existing schedule to set it as default. This keeps your payment schedules list cleaner as well, since you won't have to create duplicate custom schedules.

#Fixes

• Fixed an issue where the audit log incorrectly reported admin users as canceling subscription line items when the action was performed via REST API
• Fixed issue where QuickBooks subclasses didn't sync correctly to ChargeOver
• Fixed a problem where cancel reasons could not be selected when canceling subscription lines