Release Notes for Paystand X

Updated June 12, 2026 15:26

Release 26.24.04 – June 10th, 2026

AR Advance Error Resolved
The error that prevented successful processing of AR Advances has been fixed. Merchants can now create AR Advances without encountering the 'Must provide source or customer' error.

Release 26.23.2 – June 4th, 2026

AMEX Transaction Fee Detection Fixed
We have resolved an issue that prevented fees from being detected during AMEX card transactions. This ensures that you can charge invoices without errors, improving transaction reliability.

Release 26.23.4 – June 4th, 2026

No-Fee Payment Plan Fix
We have resolved an issue where customers were incorrectly charged fees despite having a no-fee payment plan. This ensures that your no-fee agreements are honored, enhancing your payment experience.

Release 26.22.4 – May 28th, 2026

Enhanced Navigation on Overview Page
The left-side navigation menu now correctly highlights the active item, making it easier for you to find your way around the Overview page. This improvement ensures a more intuitive and consistent navigation experience.
Faster Earnings Overview Chart
The Earnings Overview Chart now loads more efficiently, providing you with a quicker and more responsive experience when viewing your receivables. This enhancement allows for better access to your financial data.

Release 26.22.1 – May 26th, 2026

Checkout Payment Processing Fixed
We have resolved payment processing errors that affected checkout for some users. This fix ensures a smoother and more reliable transaction experience.

Release 26.21.2 – May 21st, 2026

Dashboard Improvements
We've made important updates to the Earnings and Disputes charts on your dashboard. Now, the hover-over values on the Earnings chart accurately reflect the data, and the Disputes notifications panel is clearer, helping you gain better financial insights.

Release 26.21.3 – May 20th, 2026

Improved Dashboard Charts
The Earnings chart now accurately reflects data when you hover over it, and the Disputes chart has been enhanced to better manage notifications. These updates provide clearer insights into your earnings and disputes.

Release 26.21.1 – May 17th, 2026

Dashboard Metrics Improvement
The Earnings chart now accurately reflects values, ensuring you can trust the displayed metrics. Additionally, the Disputes chart has been clarified, making it easier to understand notifications.

Release 26.20.4 – May 14th, 2026

CSV Export for Transfers Available
Merchants can now download transfer data directly from the Transactions > Transfers tab. This enhancement allows for better data management and reporting capabilities.

Release 26.17.4 – April 22nd, 2026

PDF Automatch Feature Fixed
The accept match button for the PDF Automatch feature is now responsive, allowing for smoother invoice matching. Additionally, automatched invoices will correctly appear in the dropdown list, enhancing your invoice processing efficiency.

Release 26.16.4 – April 15th, 2026

Improved Receivables Import Process
The receivables import process now continues smoothly even if it encounters a non-existent customer. This ensures that your workflow remains uninterrupted and efficient.

Release 26.15.4 – April 9th, 2026

Self-Service Refunds for AR Advance
Merchants using AR Advance can now initiate and complete refunds directly from their dashboard. This change eliminates the need to contact support, giving you greater control over your transactions.

Release 26.13.4 – March 26th, 2026

Consistent Invoice Due Dates
We have resolved an issue that caused invoice due dates to display inconsistently between the dashboard and checkout page. This ensures that all due dates are accurate, providing clarity in your billing information.

Release 26.12.4 – March 18th, 2026

Automated Invoice Matching Feature
The new PDF Automatch feature allows you to automatically match uploaded invoice PDFs to receivables. This reduces manual matching efforts and minimizes errors, enhancing your operational efficiency.

Release 26.12.2 – March 16th, 2026

Disable Autopay Feature Added
Merchants can now quickly disable Autopay processing for all their customers. This feature provides immediate operational control without the need for manual workarounds.

Release 26.11.2 – March 10th, 2026

Checkout Link Functionality Restored
A checkout link issue has been resolved, allowing users to successfully complete transactions. This fix enhances the reliability of the checkout process for merchants.
Dashboard Options Simplified
The 'Add Payer' and 'Manage Integrations' options have been removed from the Paystand X dashboard. This change provides a cleaner interface, reducing confusion for merchants regarding unsupported functionalities.

Release 26.10.4 – March 5th, 2026

Webhook Notifications Improved
Webhook notifications sent to API-only customers will now include the eventType property. This enhancement allows for more accurate event tracking and processing, improving integration with the Paystand platform.

Release 26.10.2 – March 3rd, 2026

Customizable Webhook Event Filters
You can now define specific filters for your webhook subscriptions, allowing for more precise control over the notifications you receive. This ensures that you only get relevant updates, improving your overall experience.
Enhanced CSV Import for Receivables
The CSV import process for receivables and customer data has been improved, making it easier for you to manage your data efficiently. This enhancement is especially useful for those using API integrations.

Release 26.09.2 – February 25th, 2026

Enhanced DocuSign Authorization
The authorization flow for DocuSign has been updated to ensure that you are properly prompted for login and consent. This enhancement improves security and compliance when integrating with DocuSign.
Support for Service and Sales Orders
You can now submit payments against open Service Orders and Sales Orders in addition to Invoices. This enhancement streamlines your payment processes and improves overall efficiency.
Credit Memo Import Feature
You can now import credit memos via CSV or API and view them on your dashboard. This allows payers to apply credits to specific invoices during checkout, improving the overall payment experience.

Release 26.07.4 – February 12th, 2026

Improved Account Processing
We have resolved an issue that was causing failures in account-related tasks. Merchants can now expect smoother and more reliable interactions with their accounts through the Paystand platform.

Release 26.06.4 – February 4th, 2026

Multiple F&I Plan Selection
You can now choose from various F&I plans when requesting payments, giving you more flexibility and control over your payment processing options.

Release 25.51.3 – December 16th, 2025

Email Input Alert Fixed
We have resolved an issue where an incorrect alert appeared for valid email addresses. Merchants will now receive accurate feedback when entering email inputs, improving usability.

Release 25.50.2 – December 8th, 2025

Duplicate Email Notifications Fixed
We have resolved an issue where some customers received duplicate email notifications. Now, affected accounts will receive only one email notification to the secondary contact, enhancing your communication experience.

Release 25.40.2 – October 1st, 2025

Improved Reliability of CSV Discrepancy Processing
Enhanced the discrepancy engine to handle large CSV uploads without timing out under Cloudflare limits. Batch size was increased from 100 to 200 rows per request, a new index was added to Receivables in Roadrunner, and queries were optimized to fetch only required columns. This results in smoother, faster processing for files of 12K+ rows.

Release 25.39.3 – September 24, 2025

Default Collection Plan Overwriting AutoPay Settings
Fixed a regression where updates to existing customers triggered reapplication of the default Collection Plan, unintentionally resetting AutoPay settings. Default logic now only applies during initial customer creation or first sync. Existing AutoPay and Collection Plan configurations are preserved on updates

Release 25.39.2 – September 23rd, 2025

Collection Plans – “Repeat Every X Days” Logic Not Working
Resolved a logic error where repeat notifications in Collection Plans were only sent once instead of recurring every X days.
- Notifications now repeat until the receivable is fully paid
- Activity log entries confirm delivery
- User-defined intervals are respected consistently

Release 25.38.4 – September 18, 2025

Send Manually Entered Emails as CC in Collection Plans & Reminders
Manually added email addresses in Collection Plans and Manual Reminders are now sent as CC instead of BCC. This improves transparency and reduces the risk of duplicated outreach. System-assigned recipients remain in the TO field.

Release 25.38.3 – September 17, 2025

Manually Entered Emails Now Sent as CC in Collection Plans & Reminders
Improved email visibility by sending all manually added email addresses in Collection Plans and Manual Reminders as CC instead of BCC.
- In Collection Plans, manually entered recipients now appear in the CC field while system-configured addresses remain in TO.
- In Manual Reminders, the same logic applies—manually added addresses are visible as CC.

Release 25.37.3 – September 10, 2025

Secondary Email Notifications – BCC vs CC Selection
Merchants can now choose whether secondary email recipients receive notifications as BCC (current default) or CC. A new setting allows users to control delivery type, with their selection persisting across sessions. If “Include secondary emails” is disabled, this option is hidden.
CSV Import – Support for Smart Apostrophe (Windows-1252)
Fixed an issue where special characters like the smart apostrophe (’, hex \x92) in CSV files caused import failures. The system now supports and normalizes these characters automatically, improving reliability for data ingestion from Windows-formatted files.

Release 25.36.4 – September 4th, 2025

Fix erpName Assignment Condition – Emailer Error
Fixed a bug that caused email failures due to erpName being null. The updated logic ensures toLowerCase() is only called on valid values, resolving broken notification behavior in PSX.

Release 25.35.3 – Aug 27, 2025

Transfer Report – New Fields Added
The transfer report now includes four additional columns: Convenience Fees, Applied Amount, Invoice Payment, and Customer ID. Payment lines populate these fields with the corresponding values, while fee lines display 0 for payment-related fields. Customer ID is included when available. Existing functionality of the report remains unchanged

Release 25.35.2 – Aug 25, 2025

Email Templates – Customer ID Variable Added
The receivable multi-statement payment reminder email template now supports a new variable for Customer ID. This allows merchants to include Customer ID in reminder emails alongside existing variables such as Company Name, without impacting current functionality.

Release 25.33.2 – Aug 11, 2025

Multi-Currency – Validation by Merchant Plan
Currency validation has been implemented in both the Receivables API and CSV importer. Going forward, only currencies enabled in a merchant’s plan can be used when creating or updating receivables. Attempts to use unsupported currencies will return clear error messages, ensuring compliance with plan configurations and reducing the risk of operational errors.

Release 25.31.2 – July 29, 2025

Customer Activities – Comments & Pinned Notes Now Available
The Customer page now includes an Activities section available to all merchants using the Customers tab, across all integrations. Internal teams can post comments, sort by date, and pin key notes to the top, helping everyone stay aligned with important customer context.
Reminder Emails – Attach PDF Invoice Files Automatically
All reminder emails—manual and those sent via Collection Plans—now include PDF attachments linked to the associated receivable. This ensures customers always receive the correct invoice file along with the reminder.
Simplified Filters for Entity Listing Endpoints
Reworked Paystand X API endpoints to remove the confusing f filter object. Now supports direct query params: offset, limit, and order. PayerCustomer can also be sorted by name, streamlining backend filtering.

Release 25.30.4 – July 24, 2025

Receivable Transaction Endpoints
Added new endpoints to fetch all transactions under a receivable or a specific transaction by ID. This enhancement gives Paystand X merchants more visibility into receivable-related activity via API.
Receivable Attachment Endpoints
Enabled full CRUD operations for receivable attachments via API. Merchants can now programmatically create, update, or delete attachments associated with specific receivables.

Release 25.30.2 – July 22, 2025

Invoice Creation Error on Payer Name
Resolved a backend issue that prevented new invoices from being created via the Paystand X interface when the PayerName field was populated. Fix restores full invoice creation functionality for Direct-integrated customers

Release 25.29.4 – July 17, 2025

Paystand X API
Introduced a new merchant-facing API with webhook support for syncing receivables, customers, and attachments in real time. Enables low-code and custom middleware integrations, eliminating reliance on manual CSV uploads and supporting scalable automation.