Portal (Version 26.6.0)
The following sections summarize the Payrix Pro portal changes in this release. For more information, see the Portal Guide.
Improvements
Changed all instances of web alert to webhook in the UI to align with standard industry terminology.
Enhanced the Payment Method dropdown list on the Standard Reports page to improve readability and findability. Updates include new debit options, full payment method names instead of abbreviations, and grouping by payment method category.
Documentation Updates
As part of an ongoing effort to improve your Payrix Pro documentation experience, the following sections summarize the latest content updates.
Renamed Articles
Renamed articles to improve clarity, useability, and search results. The following table shows the previous and new name and new URL slug of affected articles:
Previous article name | New article name | New URL slug |
|---|---|---|
Setting Up Web Alerts (Webhooks) | set-up-webhooks | |
Setting Up Email Alerts | set-up-email-alerts | |
Admin | admin-partners | |
Web Alerts | webhooks-partners | |
Alert Details | webhook-details-partners | |
Email Alerts | email-alerts-partners | |
Admin | admin-merchants | |
Web Alerts | webhooks-merchants | |
Alert Details | webhook-details-merchants | |
Email Alerts | email-alerts-merchants | |
triPOS | overview-of-tripos | |
triPOS: Getting Started | integrate-tripos | |
Payment Features | payment-optimization-and-compliance | |
Emailed Receipts | enable-emailed-receipts | |
Invoicing | enable-invoicing | |
Understanding Interchange Data Requirements | interchange-data-requirements | |
Submitting Level 2 and Level 3 Data with Transactions | submit-level-2-and-level-3-data | |
Understanding Surcharges | set-up-surcharges | |
Apple Pay Registration | set-up-apple-pay | |
FSA and HSA Card Acceptance | accept-fsa-and-hsa-cards |
Relocated Articles
Relocated multiple articles to improve navigation and make content easier to find. The following table shows where each article was moved:
Article | Previous section | New section |
|---|---|---|
Other Improvements
The following table shows new articles and various improvements to existing articles:
Article | Summary of change | New URL slug |
|---|---|---|
Created a new section containing existing articles on different types of payments that merchants can accept from customers | payment-methods | |
Web Alert Outbound IP Addresses | Moved content to Set Up Webhooks and archived this article | Not applicable |
triPOS: Supported Terminals | Moved content to Integrate triPOS and archived this article | Not applicable |
triPOS and Payrix Pro: Integration Notices | Moved content to Configure and Test triPOS Integrations and archived this article | Not applicable |
triPOS: Express Batch Close Time Options | Moved content to Configure and Test triPOS Integrations and archived this article | Not applicable |
eCheck and ACH Payments | Moved content to Set Up eCheck Verification and archived this article | Not applicable |
Use Case: Add a New Product (Item) | Moved all contents to Products in the Partner Administrator Guide and Products in the Merchant User Guide, then archived this article | Not applicable |
Use Case: Create a One-Time Invoice | Moved all contents to Create Invoice, then archived this article | Not applicable |