PeakCommerce Release 5.0.1

Welcome to the release notes for PeakCommerce Release 5.0.1. This document consolidates all updates for PeakCommerce products:

• PeakCommerce for Zuora

1. Customizable Confirmation Page Templates: PeakCommerce introduces new Confirmation page templates aimed at enhancing the descriptive nature of Confirmation pages in both in-app and e-commerce experiences. These templates, categorized as "By Charge Type" and "By Products," are customizable via HTML and can be assigned at the Confirmation and Details step on a Segment.

2. PAD Payment Method: Profile fields now support PAD (Pre-Authorized Debit) along with other payment methods. PAD can be utilized in-app or in e-commerce as a bank transfer method, provided there's a relevant payment gateway and configured hosted page in Zuora.

3. Apple Pay Payment Method for In-App Experiences: Users, including Customers, Account Executives, and Partners, can now employ Apple Pay as a payment method within the application for various actions, given they have appropriate permissions.

4. Zuora Account Number Validation: PeakCommerce now includes a feature to validate Zuora account numbers. Incorrect entries prompt an error to the user, and any additional spaces are automatically removed from the submitted account number.

5. Avalara CertCapture Tax Exemption Document Upload: Customers with Avalara accounts can now upload tax exemption documents in the customer portal for submission to Avalara, if permitted.

6. Portal Themes: Users can now switch between Light Mode and Dark Mode themes for the portal, including Admin, Customer, Account Executive, and Partner portals, through User Interface > Themes.

7. Exposed E-commerce Variables for Analytics: A new variable, eCommerceAPI, allows for enhanced analytics during the e-commerce flow, capturing changes in steps and other relevant variables.

8. SFDC Customizable Lead Fields: Additional fields can now be incorporated into the Signup page if using PeakCommerce’s Custom Signup feature, and these can be passed to Salesforce to be placed on a Lead.

9. SFDC Lead Record Type: It's now possible to set a Lead Record Type when adding or editing an e-commerce page, facilitating the creation of leads via the e-commerce flow as a specific Salesforce Record Type.

10. Product Export APIs: A new API allows the export of Product and Sub-Product information at any time.

11. Customer Accounts Advanced Search: Partners and Account Executives can now filter Account and Subscription summaries using various attributes through an advanced search feature.

12. Export Account Summary and Subscription Summary Views: Users with the requisite permissions can export reports of customer accounts and subscriptions, either as full records or filtered reports, in CSV or Excel formats.

13. Object Search: Search bars have been added in the Admin Portal to quickly find Segments, Products, and Pages by name, with additional sorting and filtering options.

14. SendGrid Integration in Admin Portal: SendGrid email integration can now be set up directly in the Admin Portal.

15. Capture Payment Method for Zero Balance Orders: A segment-level feature requires a payment method for orders with zero currency balance, ensuring consistency across transactions.

16. Use Bill Run to Delay Invoice Processing: A segment-level setting delays invoice generation on future-dated amendments or orders until a bill run's target date matches or exceeds the effective date.

17. Set Batch Number at the Segment level: Batch numbers can now be assigned at the Segment Terms level for Zuora accounts, with Batch1 as the default.

1. Optimized E-commerce loading time: Various optimizations have been implemented to reduce loading times for e-commerce flows, improving overall user experience.

2. Proration on Future-Dated Amendments and Orders: Prices and totals displayed during the order process now reflect prorated amounts based on selected dates for future-dated subscription updates.

3. Freeze Custom Signup Page after Submit is Clicked: The Custom Signup page now freezes upon submission, preventing multiple submissions and providing feedback to the user.

4. New Design for the Existing Payment Method List: Existing Payment Method pop-ups have been redesigned for ease of use and improved user experience.

5. Zuora Account Contact Phone Number Mapping: Phone numbers for "Bill To" and "Sold To" contacts now map to both "Work Phone" and "Home Phone" fields in Zuora Account Contacts, ensuring data consistency.

6. Separate Bank Transfer Payment Method Permissions: Payment Method permissions now allow separate control for each Bank Transfer payment method on a Profile's My Account settings.

7. Improved Security in Site Header: An additional HTTP Header has been added to PeakCommerce servers to enhance security against clickjacking.

1. Failed Invoice Payment Messaging: Error messaging has been updated to display error messages upon failed invoice payments on real Payment Gateways.

2. Delete Payment Methods: An issue preventing the deletion of payment methods from My Account has been resolved.

3. User Export Updates: User Export now retrieves full user lists with all user data accurately.

4. Pay an Invoice Pop-up: The pop-up window for paying an invoice now remains open until explicitly closed, improving user interaction.

These updates enhance functionality, improve usability, and address various issues reported by users, ensuring a smoother experience across the PeakCommerce platform.