This month’s release introduces new features and enhancements across Finance Hub, Marketing Hub, and Storefront.
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.
Cancel Pre-Authorized Payments (Finance Hub)
Distributors can now cancel pre-authorized (hold on card) payments directly in PMC, without needing to contact their payment processor. Payments captured as pre-authorizations appear as "Hold on card" in Transaction History and can be voided before capture using the new cancel button. Customers receive an email notification when a pre-auth is cancelled, and the "Hold on card" status is also available in the payment status filter for easy tracking.
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.
Autopay Enrollment from Payment Statement Email (Finance Hub)
Customers can now enroll in Autopay directly from their payment statement email. After completing a payment, an "Enroll in Autopay" button appears on the payment success page, and also on the screen shown when all invoices are already paid. Tapping it opens the Autopay enrollment modal, showing available schedules and the customer's default payment method. Customers who sign up this way will appear as self-onboarded in PMC Autopay.
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.
Enable Plaid Payments Toggle per Customer (Finance Hub)
A new "Enable Plaid payments" toggle is now available in Customer Preferences in PMC, giving operators control over which customers can pay via Plaid. The toggle appears alongside the existing ACH and credit card controls when in-app payments are enabled, and defaults to on.
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.
Punchout Configuration (Storefront)
Distributor Admins can now create and manage punchout configurations directly in PMC. The Punchout Configuration Tool allows admins to create punchout credentials for customers, configure unit of measure mappings, and set up category mappings, which previously required contacting Pepper Support. Existing credentials can also be viewed and exported from the tool at any time.
Multiple Item Badges (Storefront)
Distributors can now assign multiple badges to their catalog items, instead of being limited to one badge per supplier. One badge can be applied per Item Group, with items inheriting badges from their parent groups. Badges display across all catalog views, and operators can filter by multiple badges in search.
Configurable "Become a Customer" URL (Storefront)
The "Become a Customer" button on the login screen can now be configured to link to a custom URL, allowing you to direct prospective customers to your own onboarding or signup flow across iOS, Android, and web. Reach out to your account team to get it set up.
Check Scanning
Check Scanning lets distributor admins and employees scan physical checks directly in PMC, match them to customers and open invoices, and submit payments without leaving the platform. With next-business-day settlement (T+1), automatic customer matching on repeat checks, and sequential invoice application that rolls any remaining balance to the next open invoice. It requires a compatible scanner device (contact Pepper to confirm model compatibility) and is available to distributors with Finance Hub enabled.