See below for details on the ID669 site updates released 6/25/25. Note that the screen shots 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.
| Item | Site Change | Geared Towards |
| 1 | Added enhancement to avoid auto pay paying an invoice that was paid previously but still showed an open balance. | End User / Admin User |
| 2 | Added enhancement to auto pay search fields to search by account information. | End User |
| 3 | Added enhancement for client ability to allow auto pays to run on customer due dates only and no longer on day of the month. | End User / Admin User |
1) Added enhancement to avoid auto pay paying an invoice that was paid previously but still showed an open balance.
If an invoice has had a successful payment previously made in the portal against it (partial or full, Manual or auto pay) this enhancement will not allow for auto pay to pay the invoice. The reason for this change is to avoid double payments of the same invoice. For an example situation of what we aim to avoid; a customer pays the invoice prior thru the portal, but the payment did not sync to e-automate. Without payment syncing to e-automate, the balance due remains in e-auto and therefore resyncs a balance due to the invoice in the portal.
2. Added enhancement to auto pay search fields to search by account information.
Admin users can now search for Account, Routing or Credit Card numbers in the auto pay search fields. Note that you won't be able to search by the entire number (due to PCI Compliance), however, you can search by the digits available in the NMI portal or that you've seen on their previous payment transactions where most numbers are redacted. This is possible because our field searches for numbers that "contain" the numbers you enter.
2. Added enhancement for client ability to allow auto pays to run on customer due dates only and no longer on day of the month.
Admin users can now remove the option for auto pay to run on a specific day of the month and only allow their customers to set up auto pays that pay on due date. See below for how the auto pay set up screen would look for the end user; the due date option being the only one available. Admin user must reach out to help@ceojuice.com to request that this change be made. Any auto pays that were set up prior to CEO Juice making this requested change that are set to run on day of the month will continue to run on day of the month. If admin user does not want that, they must have their end user cancel the day of the month auto pay and re-create for due date option only.
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