Features

Plans: Added a toggle to the Freeze Terms spoke that allows you to disable dues escalation or exclude specific enrollment types from escalation.

In Build > Plans > Plan List > Select a Plan with Freeze Terms > Freeze Terms (Spoke)

Plans: Improved Contract-Level Freeze Fee Behavior.

• When using contract-level freezes, Redpoint now bills the override freeze amount per frozen enrollee (respecting any custom freeze fees) until all enrollees on the contract are frozen.

• Once the entire contract is frozen, the contract-level freeze amount is billed (this can be set to zero if desired).

Customer Portal: Added One-Time-Password codes for phone numbers in the United Kingdom.

Payments/Refunds: Staff with permission can now refund a payment directly against a customer's credit balance.

This resolved the workflow issue where a customer paid for a contracts, contract is edited resulting in a partial credit, and the credit is "trapped 

• New permission: Refund payments to settle a customer's credit balance
  
  
  
• New behavior: If a customer has a credit balance, the staff can refund any payment to apply to the customer's credit. Note: If a customer does not have a credit balance, the existing behavior remains unchanged.
  

• Also added a 'Refunded' column in the payments grid, as well as a refunded amount in the payment details

Billing: Improvements to how Redpoint handles ACH declines with improved automations to resume billing.

A new customer toggle has been added to automatically resume billing when a new stored payment method is added, or when the account balance reaches $0.

When ACH declines, Redpoint will now automatically exclude the customer from billing and automatically enable the Resume Billing toggle.

Fixes

Promotions: Promotion codes now required to start with letter.

Existing promotion codes that do not start with a letter will need to be renamed.

Reports: 'Membership Count and Dues' Report now uses Key Membership plans, as defined in plan settings.

Benefits: Consistent naming for contract grants.

Updated terminology for consistency when working with benefit grants. 

• Period Contract Grant ➡️ Contract Period Grant

• Fixed Contract Grant ➡️ Contract Fixed Grant