Dealer Portal- Third Party Payer Improvements and Pay Now Hotfix
Various enhancements to dashboard and move planner related to third party payer and a hotfix that allows Pay Now button to pay unpaid products
Table of Contents:
- Third Party Payer Improvements
- Added store/customer autocomplete to move planner (only shows up for 3rd party payer customers)
- Fixed create inverse for 3rd party payer moves
- Small enhancements to move planner
- For users with a default payer in config, 3rd party payer dropdown will default to that payer
- Dashboard can now filter by customer and rooftop at the same time, if both are available
- Pay Now Button and unpaid Products
- The pay now button on the Invoice page will now pay any unpaid products (currently it only pays unpaid moves)
Third Party Payer Improvements
We made a number of improvements to the Dealer Portal that will make things easier for third party payers to enter moves on behalf of their payees. The Move Planner can now select default payers and can require a third party payer according to the customer's config There is a new Rooftop Dropdown for Third Party Payers where they can select which (payee) customer they want to create the move for. Inversing a move with a third party payer will keep the payer_id on the newly created inverse. The Dashboard page has had a few UI tweaks related to the Rooftops grouping option, and users can now group by Rooftop (customer_id) and Customer (consumer name) at the same time
Demonstration Video
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Pay Now Button and Unpaid Products
This is a hotfix for the Pay Now button. Before, the Pay now button would pay all unpaid moves. Now it will also pay unpaid Products, if there are any