Changelog

✨ Update: Improved T&C Signing Flow with Fulfillment Validation

What’s New

• Added fulfillment validation before Terms & Conditions (T&C) signing in the Customer Portal

• Customers can only access the T&C signing step when all order items have fulfillment configured

• Introduced automatic transition from T&C signing to payment for a continuous order completion experience

• Added Customer Portal stepper with T&C as the first step

• Improved T&C presentation and document organization across Customer Portal and Website

• Added safeguards to prevent sending payment links before orders are fulfillment-ready

Behavior Updates

• Customer Portal access for T&C signing is now gated by fulfillment readiness

• If one or more items are missing fulfillment:

  • Customer Portal access is restricted

  • Customers will see the message:
    “Set fulfillment for all items to enable portal access”

  • “Send Email with Paylink” changes to “Send Invoice without Paylink.”

  • Hover tooltip explains why payment access is unavailable

• After successful T&C signing:

  • Customers are automatically guided into payment

  • No additional navigation or manual follow-up is required

• T&C display behavior has been improved:

  • General T&C appears in a cleaner, scrollable layout

  • Brand-specific and condition-based T&C include product count indicators

  • Duplicate T&C documents are automatically prevented

• Website T&C behavior now follows the same experience as the Customer Portal across desktop and mobile

Why This Matters

• Prevents customers from progressing through incomplete orders

• Eliminates dead-end experiences after T&C signing

• Reduces manual follow-up from Sales teams

• Creates a more connected and predictable order completion journey

• Improves visibility and clarity of applicable Terms & Conditions

✨ Update: Prevent Duplicate Payments Across POS, Customer Portal, and Website

What’s New

• Added duplicate payment protection across:

  • POS

  • Customer Portal

  • Website checkout

• The system now blocks additional payment attempts when:

  • A payment is already processing

  • An order has already been paid for

• Added clearer “payment is processing” handling during checkout and payment submission

Behavior Updates

• Payment buttons are temporarily disabled while payment is processing

• Users attempting a second payment during processing will see:

  • “Payment is being processed in another session.”

• Duplicate payment protection now works across:

  • Multiple browser tabs

  • Different devices

  • Different payment channels (POS, Customer Portal, Website)

• Users can retry payment immediately if the previous attempt fails, is canceled, or returns an error

• Refreshing or retrying will not create duplicate successful charges for the same order

Payment Flow Improvements

• Reduces accidental duplicate payments caused by:

  • Multiple tabs

  • Repeated clicks

  • Simultaneous payment attempts across channels

• Improves clarity when payments are actively processing

• Creates more predictable payment behavior across all supported payment experiences

Why This Matters

• Helps prevent duplicate charges for customers

• Reduces refund handling and reconciliation work

• Improves payment reliability and customer confidence

• Creates a more consistent payment experience across POS, Website, and Customer Portal

Additional Notes

• Most payments are complete within a few seconds

• If payment remains in processing for more than 1 minute, users can refresh the page and retry if needed

• This release does not introduce new payment methods or pricing changes

✨ Update: Payment Protection & Processing Experience

What’s New

• Added safeguards to prevent duplicate payments across POS, Customer Portal, and Website

• Improved payment flow to clearly indicate when a transaction is in progress

• Enabled safe retry for failed payments without risk of duplicate charges

• Standardized payment behavior across all channels

Behavior Updates

• Users can no longer submit multiple payments for the same order while a payment is in progress or already completed

• Payment actions (e.g., “Pay” button) are temporarily disabled during processing

• Users receive clearer feedback when a payment is underway

• Failed payments can be retried safely without creating duplicate successful charges

Why This Matters

• Reduces risk of double charges and associated refunds

• Minimizes operational overhead for reconciliation and support

• Improves accuracy in payment reporting

• Creates a more reliable and predictable payment experience across all touchpoints