Collect Enhancement Release - UPDATED
23 January 2019
Configurable Lockbox will release a new enhancement to allow lockbox files to process payments using both the account and invoice number. This release was originally scheduled for 23 January 2019, but was released on 31 January 2019. This additional processing option utilizes the existing payment logic functionality and also provides the ability to indicate which payment level will be attempted first.
There is no impact to customers currently using Configurable Lockbox. Any current Configurable lockbox instances, must create a new bank format to utilize this new processing option.
To create a new bank format:
- Navigate to existing Configurable Lockbox instance.
- Create a new bank format. Complete bank format configuration details and select “Account and Invoice” as the process option.
- Complete Zuora payment field mapping.
- Assign payment operations for payments made at the account and invoice level.
- Click Save.
Learn more about this new Lockbox processing option in the Knowledge Center.
- Configurable Lockbox
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