Release 2026-07-27

1. Customer Payment Account properties

Customer Payment Accounts can now store custom properties (key/value). You can create, update, and retrieve these properties via API and edit them in the web portal.

2. Payment method for active charging in the document overview

The document overview now shows the payment method from the linked Customer Payment Account when active charging is used. Previously, the payment method column only appeared when payment information was set directly on the document.

3. Final Retry filter on Payment Intents

You can now filter and sort Payment Intents by Final Retry in the Payment Intent overview. This makes it easier to find intents where no further automatic collection attempts will follow.

4. Failed payment status on PreBooked Items

When a Payment Intent fails, the failed status is now visible on the related PreBooked Item in the OPOS Case view. This gives payment operators a clearer view of the current collection state without leaving the case.

5. Document splitting by Tax Calculation Basis

The splitting configuration of a Billing Group now supports a new option "Tax Calculation Basis". When enabled, invoice items are split into separate documents based on their tax calculation basis (NET, GROSS, UNKNOWN). This ensures correct tax handling for e-invoicing systems that require all items on a document to share the same tax calculation basis.

6. Data Report for Payment Intents

The data area "Payment Intents" is now available for reports created in Reportfiles and Scheduled Reports.
When creating a report, Payment Intents can be selected from the Data Area dropdown in the creation dialog. Reports created with this data area contain Payment Intent data based on the Creation Date.
This extends the existing reporting functionality by adding Payment Intents as a new available data area alongside Documents. Further information on Data Reports.

Please Note: We have only been collecting data for this report since the feature was introduced. Therefore, we are unable to provide reports containing data prior to 27 July 2026.

7. Webportal UI Improvements

   1. Improved usability of the "More Information" section
      The additional address information is now expanded and collapsed only when clicking "More Information". This prevents accidental toggling when selecting text, making it easier to copy the content using double-click or text selection.
   2. Improved Interaction with Collapsible Cards
      Collapsible cards can now be expanded or collapsed by clicking anywhere on the card header, not just the expand icon.

8. Audit trail for billing entities

Changes to Operating Site Configuration and Document Attachments are now tracked in the Audit Trail.