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Production Release Notes (1-23-2024)

Convenient Checkout Gateway (CCG) Production environment release notes.

1-23-2024 (R21)​

ACH Payments - Accept ACH payments with customer’s bank routing/account data​

Functionality:​

Wallet Widget or API – Save customer’s bank routing/account data to wallet for future payments

Payment Widget or API – Accept ACH payment using existing payment method id or guest checkout

Cancel Payment API – Allows the ability to cancel ACH Payments when status is in-process

Refund API – Perform refund on original ACH using payment id

Consent Mandate - Consent is required to process an ACH Payment

Consent Object – Consent Collected Type (WEB, PRD, TEL) is required. Review https://docs.healthsafepay.com/api-reference for requirements by type: see Create Session API and Create Payment API

Consent Object Storage: The consent object is sent to CCG and will be shown within the consent box within the widget. CCG will maintain a copy of the consent sent with transaction id, but will not be available within Stripe. CCG recommends the business’s source system store the consent id, consent object, date of consent, and consent details for use when with customer questions or disputes.

Developers: See https://docs.healthsafepay.com/api-reference for further details: Create Session API, Create Payment API, Cancel API and Refund API

Pay and Save Widget – Allow customer to make payment and store card on single page​

Payment Widget – Allows customer to store payment method within the 1x payment flow

Create Session API - Use Config Payment_With_Wallet to invoke Pay and Save with Payment Widget

CSR Experience – Pay and Save is enabled for all payment entry options: Text2Pay, Email2Pay, and Manual Card Entry By default, both Save for Future Payments and Default Card selection boxes are unchecked

Developers: See https://docs.healthsafepay.com/api-reference for further details: Create Session API>Config options

Other​

Treasury – Below changes have been made to the Combined Payout Report​

  • Remove all Stripe specific identifiers per specification
  • Change the file name per specification
  • Add new fields per specification - separate out
    1. processor (Stripe, as of today in the future we will PayPal, internal, etc)
    2. last 4 of card or bank account number (RX request, technically we can add to their Config to meet their request)
  • Ensure the data format is comma delimited, not pipe delimited

Individual Merchant – Below changes have been made to the Combined Payout Report​

  • Remove all Stripe specific identifiers per specification
  • Change the file name per specification
  • Add new fields per specification - separate out
    1. processor (Stripe, as of today in the future we will PayPal, internal, etc)
    2. last 4 of card or bank account number (RX request, technically we can add to their Config to meet their request)
  • Ensure the data format is comma delimited, not pipe delimited

Bug Fix​

  • Create Payment API will no longer process payment when paymentMethodId is present, but it not linked to any customer
  • CCG will no longer require agent.ID when Cashier field is sent as empty string ""
  • Refunds - CCG will send error message when refund is requested on an Uncaptured pre-auth payment
  • CRM Widget/T2A E2A – Waiting message for Text2Add/Email2Add is "Awaiting payment method..."
  • CRM Widget/T2P E2P – Waiting message for Text2Pay/Email2Pay is "Awaiting payment..."
  • T2P - Suppress or Show Back Button on card/ach Payment forms
  • T2P - Show 5 min or less notification Reminder for CARD & ACH of text2pay

Defect Fix​

  • List Payment Methods API – Update Card Status to ‘EXPIRED’ for expired cards
  • UI Disclaimer text size fluctuation – Change made so disclaimer text is always 12.64 px
  • UHC Pay After Care – Support both MemberId and GroupNum during enterprise id lookup