This month’s release introduces new features and enhancements across Finance Hub and Marketing hub.
New Filters in Transaction History (Finance Hub)
Transaction History in PMC now includes filters for Status, Payment Method, and Reference number, making it faster to find specific transactions without scrolling. You can filter by payment status (pending, completed, or failed), narrow by method (ACH, Card, Plaid, or PAD), and search directly by invoice or reference number.
Payment Failure Reasons Now Visible in Transaction History (Finance Hub)
When a payment fails, the reason is now surfaced directly in PMC rather than requiring a search through email. Failed transactions display a small info icon next to the status label, and hovering over it shows the failure reason in a tooltip. Status labels across Transaction History also now follow consistent color coding: red for failed, yellow for pending, and green for successful.
Generate Payment Links from Direct Charge (Finance Hub)
Payment links can now be generated directly from the Direct Charge form in PMC. Click the link in "A link will be sent to your customer via email" to copy a shareable payment link to your clipboard. Links support partial payments and work for both invoices and credit memos.
ERP Balance Updates on Invoices After Payment (Finance Hub)
A new per-distributor setting allows ERP balance updates to sync to invoices even after a payment has been captured. Once enabled, the invoice balance is held for a configurable period (defaulting to 24 hours) before the ERP balance takes precedence. This covers both:
Balance increases — such as a line item added post-delivery
Balance decreases — such as a customer who paid by cash or check outside of PMC
For example, if a restaurant pays a $100 invoice at 1pm, the balance is held for 24 hours and then syncs with whatever updated balance comes in from the ERP the following day.
Redesigned Payments Tab (Finance Hub)
The Payments tab in the restaurant app has been redesigned with a cleaner layout and more visibility into what's owed. Your total outstanding balance now appears at the top of the invoice list, calculated in real time as the sum of all unpaid invoices minus any available credits. Any overdue amounts are highlighted in red so it's immediately clear what's past due.
Multiple Discounts per Promotion (Marketing Hub)
You can now add multiple discounts to a single promotion in PMC, each with its own trigger and effect. This means an entire flyer or campaign, for example apples at $1 off and oranges at $2 off, can be grouped under one promotional tile rather than appearing as separate promotions. Supported discount types include Percentage Off, Amount Off, Fixed Price, and Free.
Notes
i. This feature is currently in Open Beta, reach out to your Pepper account team to get it enabled.
ii. Multiple discounts per promotion are PMC only - ERP-synced promotions will continue to support a single discount per promotion for now.