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5/20/2025 - ID669 Payment Site Change Log Details

See below for details on the ID669 site updates released 5/20/25. Note that the screenshots provided are from our CEO Juice portal and not your portal specifically, so color schemes and logos do not reflect your specific portal, but the information applies.

The main change to this version is the option for clients to add fees. We wanted this in place before we tried to recover some of our costs.

We can no longer offer our Online Payments for free and we’ve made a necessary change to the transaction fees on your NMI bill starting June 1st 2025:

  • ACH transactions: $2.00 (previously $0.25)
  • Credit card transactions: $1.50 (previously $0.07)

 While this increase helps offset our costs, today it still costs us $2.68 per transaction in support team costs for the Payments process. We’re not looking to profit from this but do need it to be sustainable. These fee adjustments are a step in that direction. We’ll reassess as usage of the process grows and continue being transparent with you. We expected to automate this as we do with everything else, that remains the goal.

We’d like to provide insight into some of the sustainability challenges we’re experiencing:

  • We currently have 3.5 full-time team members (including our dev lead and rollout manager) working entirely on Payments yet we do not have any additional revenue coming in to allow for us to hire more staff.
  • Without revenue to hire additional help, our ability to develop new ideas is directly impacted.
  • The support need was unexpected, is ongoing and increasing monthly. It is driven by 22,000+ end-user companies with urgent financial questions.
  • We have less than 20% of our clients using our payments process with a waitlist for more to be added.

It’s important to us to be fair and we are always open to suggestions on how else we can approach this. Perhaps there is a way to keep this viable that we haven’t thought of. You can always let us know your ideas at help@ceojuice.com. Ask us about ID734 our AR dashboard which shows your cost per processor and our newest low cost ACH option. If you are unhappy with these fees start by questioning the fees from the people not providing support, the payment processors.

Juice will be recovering an average of $1.67 per transaction (65% ACH), we think a charge of $2.00 per ACH (>$20) to your customer is fair. 

This version supports a set dollar fee for ACH, also that option for CC, plus options to not charge a fee on smaller transactions or customers on Autopay. More info below;

 

Item Site Change Geared Towards
1 Added enhancement for client ability to charge customers a flat fee, or a percentage, or a combination of both on each transaction. Admin User / End User
2 Added enhancement for client ability to charge customers a fee only if payment total is above a specific dollar amount threshold.  Admin User / End User
3 Added enhancement for client to be able to see audit trail on customer invoices related to changes to fees, amounts, recipients, etc.

Admin User

4 Added enhancement to control if customer's auto pay processes transactions per individual invoice or as one transaction for all invoices. This affects receipts to customers and how payments go into e-automate. Admin User / End User
5 Added portal verbiage for customers to be warned that they may be making a duplicate payment in the portal. End User
6 Added portal verbiage for customers to be instructed to wait 20 minutes between each payment of the same amount in the portal. End User

 

1) Added enhancement for ability to charge your customers a flat fee, or a percentage, or a combination of both on each transaction.

Clients now have the option to charge their customers a flat fee instead of a percentage, or a flat fee and a percentage on each transaction. Clients cannot control this on their end but should reach out to help@ceojuice.com with the request for this customization.

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2) Added enhancement for ability to charge your customer a fee only if payment total is above a specific dollar amount threshold. 

Clients now have the option to charge their customers a fee (flat fee and/or percentage) per transaction only if the total payment prior to the few is above a specified dollar amount. a percentage, or a flat fee and a percentage on each transaction. Clients cannot control this on their end but should reach out to help@ceojuice.com with the request for this customization.

3) Added enhancement to be able to see audit trail on customer invoices related to changes to fees, amounts, synced contacts, etc.

Clients can now view an audit log of changes made within the portal to their customer's invoices. This includes changes in fees removed/added, what customer contact was linked to the invoice and when, etc.

To see these changes, the client should search for the invoice and click the downward pointing arrow next to the invoice and select "view the audit for this invoice".

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4) Added enhancement to control if customer's auto pay processes transactions per individual invoice or as one transaction for all invoices. This affects receipts to customers and how payments go into e-automate.

Clients can control if their customer's auto pay runs by paying each individual invoice separately (resulting in 1 receipt sent to their customer per invoice) or runs by paying all invoices together (resulting in 1 receipt sent to the customer for all invoices). By default, auto pay will pay all invoices together and send one batch receipt. Client can now switch this to the other method by opening the customer's auto pay and selecting "do not batch invoices".

When the auto pay processes each invoice individually, the payments will show as individual payments within e-automate cashbook. When the auto pay processes all invoices in 1 transaction, the payments will show as one payment within e-automate cashbook

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5) Added portal verbiage for your customers to be warned that they may be making a duplicate payment in the portal.

End users will now see a pop-up message warning them that the invoice they're trying to pay has already been paid and confirm if they'd like to proceed. By default, the portal doesn't allow a customer to click into an invoice and pay it if it's already been paid. However, if the customer clicks an old payment link emailed to them that includes the previously paid invoice, then it will allow them to pay again but this message will pop up. 

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5) Added portal verbiage for your customers to be instructed to wait 20 minutes between each payment of the same amount in the portal.

End users will now see a message warning them that advises them that if they are making multiple payments for the same amount that they will need to wait 20 minutes between each payment. Otherwise, the payments made after the initial payment will fail due to potential duplicate payment. This is a static message on the open invoices page for the customer end user.

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