Main new features of this module, compared to the old interface:
Quick access to the module through the menu,
Ability for a merchant to view all invoices for all accounts in one place,
Abilityto download the content of an invoice in a CSV file.
9 search fields (vs. 2 on the old interface),
19 columns (vs. 8 on the old interface).
Download the invoice in PDF format,
Download the content (with all rows in detail) of the invoice in CSV format.
Please note that some actions are not available yet:
- The “Calculate” button is not available in the amount columns;
- Quick search does not work yet for this module;
- It is not yet possible to select several invoices to make a grouped data export.
FINANCIAL REPORT MODULE
The analysis banner (above the search results) is evolving:
Some widgets are clickable and allow you to filter the results,
A separator indicates when you have seen all the widgets.
Total settled amount,
Rolling reserve amount,
Total deferred settlements.
• New column behavior
The list of payment means displayed in the Account module now only focuses on the “Active” payment means on each account.
•Exporting the list of accounts
The Export feature is now enabled on the Account module and users can export account rows with the following options:
- Export to my email,
- Recurring export,
- Recurring exports list.
HOSTED PAGE MODULE
• Payment page customization
It is now possible to customize payment pages directly from the HiPay Console. This module can only be used with the “hosted page v2”. All users can access this module in view mode, but need the required rights to be able to create, modify or activate the different themes.
You can access this module directly from the left-side menu of the HiPay Console. If the user has only one business entity, they arrive directly on the screen featuring all the themes. Otherwise, they must first select the business entity whose payment pages they want to see.
You can perform different actions on the themes from the thumbnail:
- Duplicate the theme,
- Delete the theme.
• Theme preview
By clicking on “View”, users land on the theme preview, where they can see the list of accounts on which the theme is active, as well as a preview of this theme according to the device. From this screen, they also have the possibility to customize/modify the theme to meet their needs and to activate it for the accounts they want.
• Theme creation
It is possible to create a new theme simply from the module. Creating a new theme offers many customization possibilities:
- Theme name choice,
- Display of the merchant name or logo,
- Form design,
- Background choice,
- Primary color,
- Secondary color,
Once the theme has been created, the theme preview is displayed.
To activate a theme, you need to associate accounts to it from the preview screen. In the checkbox list, simply select the accounts for which you want to activate this theme. It is then necessary to save for this action to be taken into account.
The new payment page is updated within 5 minutes on the merchant’s website.
Today, some exports are experiencing issues which are not always detected or visible. In order to make them noticeable and to facilitate the resumption of these downloads, the list of exports has been significantly enhanced (for the moment, only in the Transaction module).
We keep the export files 7 days regardless of the periodicity;
In the recurring exports list, each export displays a table that provides a complete history of all the export files that have been generated;
This table displays the status of the export file, the number of rows it contains, its expiration date and buttons that allow you to download again, or even re-generate, a file after the expiration date.