Product Updates

Twikey improves and updates its applications continuously to meet the needs of all its customers. Hereafter you will find a brief description of our latest enhancements and bug fixes.

Product Update 28/02/2024

Creditor

Agreements / Mandates
Subscriptions
  • No changes.
Transactions
  • Import pain 008 Sepa Direct Debit XML process has been improved. The question to select a profile has become more user friendly and is only asked when necessary.
Payment links
  • Performance improvements have been done on the screen with the overview of Payment links.
Activity
  • No changes
Invoices
  • Uploading pdf invoices with mixed case characters in the file name are now possible.
  • When sending out an invoice via a postal service and you can now invlude a Twikey QR-code on the cover page.
Reconciliation
  • No changes.
Settings / Graphical User Interface
  • There is a new section “Payment Hub” added in Settings. This shows an overview of all banks connected, all bank accounts connected, all PSP’s connected and for which purpose they serve.
  • In this “Payment Hub” we’ve added the possibility to easily add bank accounts and run through the onboarding process as a merchant. This allows easier self-onboarding.
  • In the profiles – detail page of the profile there has been added on the first tab a “Recurring gateway” and “One-off gateway” allowing to setup more easily the necessary payment connections per “profile”.
API
  • No changes
Plug-ins Other parties
  • No changes.
Customers
  • No changes
Refunds
  • No changes.
Analytics
  • No changes.
Campaigns
  • No changes.

Bank

  • No changes.

Debtor

  • No changes.

Product Update 24/01/2024

Creditor

Agreements / Mandates
  • Bulk invites on Credit card agreements were fixed.
  • When delivering agreements via paper letters, the mandates were not added.
Subscriptions
  • No changes.
Transactions
  • HSBC: specific adaptations to the HSBC pain008 formats files.
  • Further reduced the number of checks on imports when “remittance” is missing.
Payment links
  • Buckaroo: minor improvement in structured OGM
Activity
  • No changes
Invoices
  • No changes.
Reconciliation
  • No changes.
Settings / Graphical User Interface
  • Company branding preview, easier to change colours and see previews.
  • The select all of the filters and search functionality has been improved on all screens: when clicking on the “Select all” box, only the applicable results from the search are selected, in the past the selection was larger.
API
  • No changes
Plug-ins Other parties
  • No changes.
Customers
  • No changes
Refunds
  • No changes.
Analytics
  • The amount shown in the analytics dashboard was not exactly the same as the amount calculated on the export of overview batches.
Campaigns
  • No changes.

Bank

  • No changes.

Debtor

  • No changes.

Product Update 13/12/2023

Creditor

Agreements / Mandates
  • The export function of the agreements has been further improved. A download of a subset, of all agreements, of the selection works now correctly in interaction with the export function. The download options are either a subset of 500, the filtered view or when this is not sufficient a second option appears to do a full download.
  • The details of RCC mandates have been made clearer and more specific to credit card information.
  • For testers only: In our “Beta” we added a mock screen for itsme.
  • It was not possible to create mandates when the prefix of mandates was not corresponding with the profile settings. In case of the option “Never generate a mandate reference” this should have been possible and is now fixed.
  • In the fraud engine Italian checks have been added to match IBAN / VAT (for companies) or IBAN / “Code fiscal” (for natural persons).
  • Further improvements to the B2B validation flow for non-BE-NL countries.
Subscriptions
  • The export function of the subscriptions has been further improved. A download of a subset, of all subscriptions, of the selection works now correctly in interaction with the export function. The download options are either a subset of 500, the filtered view or when this is not sufficient a second option appears to do a full download.
Transactions
  • The export function of the refunds has been further improved. It allows a full export now.
  • There was a delay with sms sent in dunning which caused SMS messages to be delivered one day later in some exceptional cases. We have now assigned new SMS rules. For companies, the SMS messages are send between 9:00 & 22:00. For persons this is only between 17:00 & 22:00.
  • Performance improvements in the GUI.
  • We reduced the controls in the imports of pain.008. (We now ignore 0€ transactions, and we ignore empty BIC’s or bad BIC’s.). This is accompanied by a warning as Twikey can’t be held responsible for wrong processing at bank side.
  • Changing the sorting order on the requested collection date was not available anymore in the new GUI. This has been added.
Payment links
  • The export function of the payment links has been further improved. A download of a subset, of all payment links, of the selection works now correctly in interaction with the export function. The download options are either a subset of 500, the filtered view or when this is not sufficient a second option appears to do a full download.
Activity
  • No changes
Invoices
  • The export function of the invoices has been further improved. A download of a subset, of all invoices, of the selection works now correctly in interaction with the export function. The download options are either a subset of 500, the filtered view or when this is not sufficient a second option appears to do a full download.
  • For credit notes on invoices, the Pay date now shows the correct date when executed via refund.
  • The audit trail of sent documents (showing how it is delivered Letter or Letter + invoice or Invoice) has been enhanced.
Reconciliation
  • The MT940 reporting files have been adapted for Exact Online.
  • Transaction batches without feedback that were archived no longer block the generation of reconciliation files.
Settings / Graphical User Interface
  • Merchants can add an emergency contact and there is a warning message when this emergency contact has not been filled in.
API
  • No changes
Plug-ins Other parties
  • Buckaroo: has been added to the PSP gateway.
  • Buckaroo: The payment methods VISA/MasterCard/Google Pay/Sofort/Payconiq have been added.
  • Isabel Connect: When injecting batches in Isabel 6, the Merchant receives now an email when a batch is sent to Isabel via Isabel Connect. That way he won’t forget to sign extra.
Customers
  • No changes
Refunds
  • The export function of the refunds has been further improved. It allows a full export now.
Analytics
  • No changes.
Campaigns
  • No changes in the campaigns but see the remark from the “Customers” where it is possible to make a campaign.

Bank

  • All banks have now also their interface in the new Monarch GUI. It has also been improved in terms of searching and selection.
  • The search results in the bank environment have been improved, in order to apply a certain selection only to the search results.

Debtor

  • No changes.

Product Update 27/11/2023

Creditor

Agreements / Mandates
  • The colours on the post-signing page have been adjusted in order to have enough contrast with the merchant logo
  • In some exceptional cases when bankcard signing didn’t work (due to unavailability of the external services), the error pages on cancellation were not correct. (error pages instead of a normal failure page).
  • When a mandate is moved to another profile after a transaction had been created and sent to the bank, the customer couldn’t be found in the batch details. Also, when exporting the batch, this gave a system error. Both issues have been resolved
Subscriptions
  • No changes
Transactions
  • The number of possible transactions in combination with the number of individual mandates per batch has been increased.
  • Transactions delivered to the bank that remain without feedback, can now be archived. This wasn’t possible earlier, as they kept the status “Offered”, while you could only archive transactions that were “Open . This allows to more easily tackle wrongly processed transaction batches at bank side.
  • The console error when uploading a file with an encoded character has been resolved
  • You can change the collection date to the current date or current date +1
  • The Book date filter has been re-added to the Sent transactions
  • When importing a file and the collection date was not correct (e.g. in the past) we give a warning and if accepted, we schedule the collection date as soon as possible.
  • In the overview of “ready transactions” we now show the account number also. The transaction details got an improved look and feel to navigate more quickly to either successful or unsuccessful transactions.
Payment links
  • When using an ultimate handler or PSP, the IBAN is now formatted correctly.
  • When paying invoices via Buckaroo payment links, the remittance - instead of the Twikey Invoice UUID - is now passed to Buckaroo.
  • Activating Buckaroo was only possible when Bancontact was activated as payment method.
Activity
  • No changes
Invoices
  • No changes
Reconciliation
  • It’s possible now to include failed transactions when generating reconciliation files. This is requested by customers who want to have the full set of all direct debit transactions delivered for synchronization in the accounting package.
Settings / Graphical User Interface
  • The Payments tab (Profiles) gave an “Unsaved changes” warning, even if no changes were made.
  • In the menu on the left, you first need to expand a menu item (e.g. Agreements, Transactions) to see the sub-items and collapse the menu again.
  • Esthetic improvement of the “The customer can…” options when there are no options for the customer.
  • The Transactions Area has undergone some changes to make it quicker to find relevant information. This includes an immediate pass trough to successfully, non-successfully processed transactions without shown a list of all transactions.
API
  • PHP SDK has been updated to a version 5.0 and contains a fix on the length of keeping the authentication token + the information exchange in the update feed has been completed with the feedback of the mandate details (in case of cancels).
Plug-ins Other parties
  • The response handling from Coeo has been enhanced.
Customers
  • No changes.
Refunds
  • No changes
Analytics
  • No changes.
Campaigns
  • No changes.

Bank

  • No changes

Debtor

  • No changes

Product Update 31/10/2023

Creditor

General
  • Export: CSV exports contained an ending semicolon for each dataset, this is now resolved so each dataset ends with only a LF (Line Feed).
Agreements / Mandates
  • The automatic recognition of BIC codes of Revolut based on the IBAN submitted by debtors has been extended, which improves the user experience.
  • A new eID plug-in has been implemented and it has been upgraded in order to support signatures with the new type of Belgian identity cards.
  • When marking a mandate as signed, it is possible to mention the date in the checkbox “All required persons signed the agreement”.
  • When a Debtor renews his credit card, a transaction of €1 is launched and refunded afterwards. This refund transaction is now visible in Twikey.
  • Extension of the fraud engine for Italy with an extra VAT check (for companies) and a “codice fiscale” check for individuals.
  • When the bank rejects a B2B mandate, the reason of rejection is displayed in the Events again.
  • When a user cancels his agreement via Sofort First payment, the agreement now gets cancelled immediately.
  • When in the settings the checkbox “Automatic Credit Card Renewal” isn’t checked, the agreement is now suspended when the credit card expires.
  • You can now upload Visa/Mastercard/ Paypal mandates error-free (when you want to flag them as signed).
  • When for the Sepa Direct Debit mandate the firstname and lastname is not delivered, Twikey internal technology will still try to fill in the firstname & lastname. This depends on the signing technology used.
  • The flow of the renewal of RCC agreements has been improved. A mandate will be automatically cancelled after the expiry date when the option “automatic renewal” is not activated.
  • When importing B2B agreements and marking them as signed, they now receive the correct (signed) status.
Subscriptions
  • When you wanted to update a subscription (minor changes, via upload) that had already been executed, you couldn’t do this without mentioning the start date. This has been resolved.
Transactions
  • When a transaction goes into dunning and an alternative payment method is offered (payment link), the payment link will get invalidated if the transaction has been manually marked as paid.
  • When an invoice is in the SDD process but the debtor pays via payment link or wire transfer, the invoice received the status of the SDD transaction (i.e. possible double payment if SDD transaction succeeded, back to Open or Expired when SDD failed). This has been resolved .
  • The Transactions screen has been improved with more high level blocks (number of succeeded transactions, number of missed transactions…). This allows to navigate more quickly to the not paid transactions.
  • A new dunning step has been added: the possibility to invite the debtor to sign a new mandate (can be direct debit or credit card…).
  • The grace period in dunning steps is now correctly displayed.
Payment links
  • For transactions via CCV we added an extra control on double payments.
  • When importing payment links for 2 different customers who have the same email address but only one of these customers already exists in Twikey, a new customer is created if a different customer number is submitted in the upload file.
Activity
  • No changes.
Invoices
  • UBL files can now be saved and are retrievable via api (if they are delivered upfront for the creation of the invoice links). This is available only on request as a specific pricing is applied.
  • When selecting a payment method on an invoice paypage, debtors can return to the payment page after they have selected a first payment method in order to select another one. This is a correction on the update of June where we put the rules of double payments more strict.
Reconciliation
  • No changes.
Settings / Graphical User Interface
  • New profiles now have the dunning strategy 'per transaction' enabled by default. Existing profiles are unchanged.
  • A new dunning actions is added 'Offer signing an alternative mandate' to invite your customer to sign a new mandate when payment fails.
  • Recurring credit card profiles now have a new option to send a renewal email one month before expiry of the credit card or cancel the agreement when the card is expired.
  • Based on the feedback of our customers, we improved the “Dark Theme”. There are now 3 settings. Automatic, always Dark, always light. The “Automatic” takes into account the system settings while the other 2 force the selected theme.
API
  • It’s possible to update customer numbers via API; when no customer number is given, the customer number is no longer cleared.
  • The website key can be retrieved in the API section.
  • New API: UBL files can now be saved and are retrievable via api (if they are delivered upfront for the creation of the invoice links). This is available only on request as a specific pricing is applied.
  • It’s now possible to clear customer numbers via API and in the user interface.
  • The IBAN configured on a profile is now returned for the request GET /creditor/template
Plug-ins Other parties
  • eID plug-in is upgraded and new eID cards are now also supported.
  • Improved our MultiSafePay connection to avoid double payments.
  • Improved our CCV connection to avoid double payments.
Customers
  • No changes
Refunds
  • Added support for Société Générale.
  • Refunds on recurring credit card transactions via a PSP were not possible if there wasn’t an IBAN configured on the profile.
Analytics
  • No changes.
Campaigns
  • When doing an upload of mandates with an empty campaign attached, the campaign is now also populated.
  • When sending email invites/reminders from the Campaigns screen, the emails now contain the correct attributes, parallel to email invites/reminders sent from the Agreements/Customers screen.

Bank

  • No changes.

Debtor

  • Signing with eID cart is restored.

Product Update 06/10/2023

Creditor

Agreements / Mandates
  • The email for the print flow for CORE mandates has been adjusted, so it describes now the right method. This mail was used very exceptionally and contained B2B information.
  • When setting the language for a mandate in the new graphical user interface when creating a mandate, the language is now displayed correctly on the screen of a specific mandate.
  • It is now possible to combine a first payment and a mandate creation via Buckaroo Bancontact and Ideal.
  • Tags function has been improved.
  • KNAB doesn’t support the specific Dutch protocol eMachtiging anymore. Knab has been removed from the eMachtiging flows and added to the normal Twikey flows for signing mandates.
  • Export of agreements over multiple profiles is now possible.
  • Sending very large amounts of emails (for invites) caused performance interference on the webhooks.
  • Based on the feedback of testers on the validation check, a couple of actions have been added.
Subscriptions
  • Import of subscriptions: a maximum of 140 characters is now in place for the field “message”.
Transactions
  • Specific adaptations for Bank of America formats.
  • Isabel Connect interfacing has been improved for downloading longer periods of reporting.
  • An extra attribute was added when filtering Transactions, which allows to find Open/Error/Unpaid transactions.
  • The calculation of transactions (Open/offered/failed/paid) is now correct – it used to be limited to 500 lines, which didn’t always give a correct image of the amounts.
  • In the Dunning process, the way the configuration of “Payment link with SMS sending” (which SMS is triggered) has been completely renewed.
  • Further add-ons on Paypal recurrent.
  • Ebics has been added as extra exchange protocol with the banks. No automatic onboarding yet.
  • Some pain.008 files are not correctly constructed with X number of batches instead of 1. This non-expected behaviour resulted in not showing all information of the batch. This has been anticipated now.
  • Transactions area advanced filters on customer, amount, error codes did not always gave good results.
  • Transactions import with wrong field headers led to wrong error messages.
  • Rollback of Deutsche bank files names were changed in the rework.
  • Improve dunning steps when backup links expired.
  • Société Générale interface has been improved.
Payment links
  • A new iDEAL party is added for iDEAL transactions: N26 and also an update of the NN ideal logo. Also Van Lanschot Bank has some graphical improvements.
  • Invites and reminders in bulk were send for all selected records. Now archived, paid and expired can not be selected anymore.
  • Import of paylinks now also supports the header “ct” to make the relation with the profile.
  • A new filter had been added: method.
Activity
  • Logging is added when a customer number is changed.
Invoices
  • A new filter has been added. It is now possible to search on the payment reference.
  • Import of prepaid invoices is now also possible.
Reconciliation
  • No changes.
Settings / Graphical User Interface
  • Goodbye old Graphical User Interface: there is no return anymore to the old interface.
  • The search bar on top of the screen in the Twikey environment didn’t always generate the expected results, or no results in fact. This issue has been fixed.
  • Everyone can adjust now the emails to their debtors, no matter their Twikey subscription package.
  • Dark theme (beta version) has been enabled for the Dark Theme lovers. Remarks are welcome.
  • Buckaroo: the configuration can now be done via the GUI.
API
  • We accepted ZIP codes of longer than 12 characters (in API & Upload) and this is now handled correctly as this is not a valid use case.
  • In the Transaction feed, an extra data feed can be asked to give all the dunning steps. If include=action_payment is added this info is added.
  • Communication about webhook failures has been improved and bundled in less emails.
  • The copy/paste of the website key was difficult to make. We improved this.
Plug-ins Other parties
  • In the new GUI the import from CRM was missing, it is now added.
  • For testing reasons, a dummy collection agency has been created to do fill tests.
Customers
  • No changes.
Refunds
  • When typing in an Iban with spaces, we gave an error. Now we also allow input with spaces.
  • It is now possible to initiate a refund from a credit note (if the original invoice was paid). The refund is based on the initial payment method (direct debit => credit transfer, PSP payment => PSP refund).
Analytics
  • No changes.
Campaigns
  • No changes.

Bank

  • The number of options to reject a CODA mandate has been reduced.

Debtor

  • No changes

Product Update 31/08/2023

Creditor

Agreements / Mandates
  • For B2B mandates we added an extra validation check at the bank side. Soon we will provide more details about this new feature.
  • For printed B2B mandates, customers can also provide their bic code while uploading their signed B2B mandate.
  • B2B mandates: second signer flows didn’t work in all cases, this has been restored.
  • Aligned the audit trail for specific cases.
  • Uploading big files for invitations (more than 3MB) could cause errors in some cases.
  • When reminders are sent, we now determine which reminder needs to be sent via a “Next reminder” trigger.
  • Identification: Twikey allowed already to share more details when Identifying/signing via IDIN (Netherlands), we now do the same with Itsme (Belgium) data so it is possible to verify extra and avoid fraud. Contact support if those parameters need to be added.
  • Moving a mandate to another profile in the detailed screen is now possible.
  • Export of mandates in the Exact Online format has been improved.
  • The import function has been improved and is now in one screen with the other imports.
Subscriptions
  • The import function has been improved and is now in the same screen as the other imports.
Transactions
  • Sparkasse is added as an extra bank.
  • HSBC has been added as an extra bank.
  • Deutsche Bank: Refactoring of the delivery to Deutsche Bank + a fix on the file names.
  • CSV import: now both “msg” and “message” are supported as a header type.
  • We now block uploads with a Requested Collection date in the past. Banks do block this upon delivery.
  • Some developers don’t use a good practice for generating pain008 files. (a batch should be embedded once in a file and not X times for X transactions). This strange practice caused the GUI to not show more than 50 batches. We fixed this now and show all the “batches”.
  • Other improvements on imports of pain.008. (sepa character check, duplicate check)
  • The processing of bank data from BNP Paribas Fortis, ING has been improved.
  • The import function has been improved and is now in the same screen as the other imports.
Payment links
  • A “Used Payment method” has been added to the details of the paylinks.
  • It is not possible anymore to select an expiry date of a payment link in the past.
  • Payment Orchestration: upload of CSV now allows a “ct” header to go to the correct template/profile in Twikey.
  • Sending a registered email (Aangetekend mailen) did not work correctly for payment links.
  • In some cases when an invoice initiates a one-time payment, it was not updated at invoice level.
  • Importing of paylinks now also has the optional possibility to “overwrite” the customer data when importing.
  • The import function has been improved and is now in one flow with the other imports.
Activity
  • No changes
Invoices
  • Sent emails on invoices with a “0” amount was not possible.
  • A “Used Payment method” has been added to the details of the invoices.
  • Sign a mandate with a first payment initiated from the Invoice flow is now also updating the invoice status to paid.
  • Adsolut UBL import – extra adaptation to interpret the field ‘BuildingNumber’ as the house number.
  • When refunding a credit note via Twikey, the payment date was not updated. We introduced also a “refund” v.s. “try-refund” difference to not block credit notes when a customer doesn’t exist yet.
  • In some cases when an invoice initiates a one-time payment, it was not updated at invoice level.
  • The import function has been improved and is now in one flow with the other imports.
Reconciliation
  • No changes
Settings / Graphical User Interface
  • Support Page: We added an extra support overview page on the default standard screen and removed the search on that screen as the screen is always available in the top right corner. We reworked also the GUI of the support screens.
  • 2FA Authentication for all users enforced didn’t show in the overview if the 2FA authentication was really activated. It showed by default 2FA.
  • Integrations: a new info button has been added with information on Civadis.
  • Integrations: for Payconiq the API key was not partly hidden.
  • There is a new bank onboarding flow. For VDK, Crelan, HSBC & EPBF the status update is now also shown.
  • Modifying mail templates was in the past linked to the type of subscription. We made this now free and available for all packages.
  • Filters: in all screens (where possible) we added 2 filters Valid Phone and Valid Email.
API
  • Payment Links feed: the used payment method (in case the invoice is used as a trigger or in case the payment method had been passed upfront when creating the payment link) is now also available via the meta extra parameter added.
  • Invoice feed: the used payment method has been added and is now also available via the meta extra parameter.
  • Transaction feed: the dunning actions (when using the include parameter “action”) are improved and can show.
  • We improved the way tests can be performed on the Direct Debit payments. They are now aligned with how it happens in real life. First, the payment feedback is “paid”, and then the “paid or failed” is given afterward with a small delay.
  • Import of invoices with a faulty content type has been put more strictly.
Plug-ins Other parties
  • COEO: an extra value was added so an extra invoice ID can be exchanged, mainly to improve communication with the end customer.
  • Odoo: Plug-in further improved with the input of customers.
Customers
  • Importing already existing customers in Twikey works now so the customer number can be updated without extra confirmations.
  • The import function has been improved and is now in one flow with the other imports.
Refunds
  • When refunding a credit note via Twikey, the payment date was not updated. We introduced also a “refund” v.s. “try-refund” difference to not block credit notes when a customer doesn’t exist yet.
Analytics
  • No changes
Campaigns
  • No changes

Bank

  • A new GUI already used in the Merchant environment has also been applied to the bank interfaces.

Debtor

  • No changes

Product Update 20/07/2023

Creditor

Agreements / Mandates
  • The exit page from Twikey has been changed.
  • Removing prepared mandates is now also visible in the audit trail (deleted by…)
Subscriptions
  • Mandates allow the direct creation of a plan upon signature. We’ve put the controls on sepa characters more strictly and this creation process failed.
  • Subscriptions with a message of more than 140 characters were allowed while this shouldn’t.
Transactions
  • Direct Debits via Mollie were in some very exceptional cases blocked due to a future sign date of the mandates.
  • Table limitations for large actions on more than 500 transactions have been removed.
  • Paypal recurrent transactions were further finetuned.
  • Dunning improvement: the notification (SMS & mails) in the dunning is made more clear.
Payment links
  • Ingenico has been deactivated from the list of supported players in production.
  • Table limitations for large actions on more than 500 paylinks have been removed.
  • In the paylink search, a search on the PSP reference has been added.
  • Reminders on payment links are seriously improved with 4 reminders and SMS reminders.
  • The “Source” of the payment link has been added to the filters. Now it is possible to see if the payment link was created by API, by Invoice, as a result of Dunning, or Credit Card Renewal.
  • CCV: the way the description is passed to CCV has been aligned to all possible used cases.
  • Buckaroo has been added as an extra PSP in the list of PSPs in the Payment Orchestration engine + Sepa Direct Debit has been added.
Activity
  • No changes
Invoices
  • Table limitations for large actions on more than 500 invoices have been removed.
  • Feedback flow of Intrum has been improved with case handling.
  • In the invoice details screens: the recipient (email address) has been added. Additionally, we now also take the mail address delivered via API or CSV if delivered.
  • In the invoice details when editing the email the To & CC were inversed after the edit. This has been fixed now.
Reconciliation
  • No changes.
Settings / Graphical User Interface
  • The Italian version of the Merchant environment of Twikey has been delivered.
  • Bank integrations: automatic onboarding for banks is improved with extra guidance of the process.
API
  • B2B mandates: The company name for B2B mandates is now mandatory.
  • Webhook is now correctly launched when the invoices are paid. In the past, we might give an update too quickly.
  • Reset feed in the screens; we clarified that we need UTC time.
  • Multiple API keys: some webhooks were duplicated.
  • In the Invoice API we added the invoicing “email” in the invoice object and a different name can also be passed when using the “name” in the invoice object.
  • Action on invoices: reoffer was possible when there was a “Pending” or “Paid” status, this is now blocked.
Plug-ins Other parties
  • Odoo: Plug-in further improved with the input of customers.
Customers
  • Table limitations for large actions on more than 500 customers have been removed.
  • Uploading the customer's CSV for correcting custom numbers can be done correctly now without creating doubles.
Refunds
  • A refund can be created on a credit note now. It takes into account the payment method of the invoice if any. If done via direct debit, it is a transfer. If it is done via PSP online payment, it is a refund on that payment method. When the refund is successful, the credit note is marked as paid.
Analytics
  • No changes
Campaigns
  • No changes

Bank

  • Start of implementation of the new GUI to the bank environment.

Debtor

  • No changes

Product Update 26/06/2023

Creditor

Agreements / Mandates
  • We added in the audit trails also the removal of prepared mandates.
  • A new extra instruction has been added to the KNAB exception print flow for B2B mandates.
  • Exact Online Export has been added to the export options
  • Upload PDF functionality updates the document also when there is already a PDF available.
  • Deleting prepared mandates shortly after the mandate has created is now possible but controlled. Twikey now schedules the deletion in a task where we will verify if there were signatures on the mandates (now or in the past) or transactions. If this is the case the deletion is refused. Additionally the audit trail shows the deletion activity.
  • In the past we introduced a special screen for direct creation of mandate in a mobile context (e.g. ipad/mobile). This has been skipped as additional flavour.
  • Importing mandates but with the flag “there is no pdf” resulted wrongly in a 404 error when clicking on the PDF icon. This has been fixed now.
Subscriptions
  • Communication to the customer of more than 140 characters is technically not possible but the error message was a “system error” instead of a correct message.
  • Creating a new subscription based on a plan gave a visual error.
Transactions
  • New risk rules have been added: It is now possible to put limits on “new transactions”, “only reservations”, “open”, “offered”, “paid” and “failed” transactions/amounts. In the past the options were more limited.
  • The overview of unsettled transactions has been improved. We added a sort on the “last updated” column, the default time range of the default view on transactions has been improved, the last updated is now used as a default date.
  • The error message in the upload of transactions when too long, was not correctly displayed.
  • In the dunning of B2B transactions (for companies) the payment link option has now been improved so it can be used also in this context.
  • Yuki: Import of the special Yuki Pain.008 Sepa Direct Debit file is now possible.
  • CEVI: Import of the special CEVI Pain.008 Sepa Direct Debit file is now possible.
  • During import we now also check if the creditorID and the IBAN are both configured.
  • A new bank has been added: Bank of America including the processing of their special format.
  • A new bank has been added: EBPF
Payment links
  • For CCV we added an option that can be activated to overrule the reference and get a structured/non-structured reference back in the account info. (contact support for this)
  • The language of the payment link can now be changed.
  • The date filter didn’t include the last day.
  • Stripe: newer versions of the API of Stripe are not delivering the necessary info, we fixed the api version on a version before 2022.
  • Payment links are uploaded in a specific contract template. This was correctly done but the visualization on the screens was wrong.
Activity
  • When Buckaroo as PSP is not configured correctly, the error logs will report an error.
Invoices
  • The language of the invoice can now be changed after an upload when it has been delivered during an UBL upload.. It can also be changed via API. It is also possible to see the language of the invoice now.
  • In the past the country had to be delivered also to determine the correct language. This has been improved. When no country or specific language codes are taken, Twikey takes now the language or country from the merchant.
  • Invoices bulk delete option on invoices in progress was not possible
  • The translations in the bulk email report have been done to the different languages.
  • Exact Online: Import of invoices from Exact Online in the Exact Online specific format is possible.
  • The invoice status was not updated directly when a direct debit transaction was removed in the backoffice. This delay is not applied anymore.
  • Additional changes happened on the way the invoices that are in a dunning process are visualized.
  • In the new GUI, the option to select during invoice import the destination template has been added.. If it is not indicated in the GUI, then the customer default template is taken and if that one is not available, the default mechant template is taken.
Reconciliation
  • The sequence number methodology has been improved for both CODA and CAMT. Per type of message we provide a unique sequence number when the coda configuration has been adapted for this purpose.
Settings / Graphical User Interface
  • The new graphical user interface was in some cases not forced automatically.
  • The bank pages in the integration pages have been improved to give more control to the merchant.
  • Mail integration: Our method for verifying SPF records has been improved.
  • SMTP: check failed when the DNS record exceeded 255 character limit.
  • Search in the filter of Contracts, invoices, payment links and subscriptions contain now on customer search an extra preselect option.
API
  • When signing a mandate with a first payment, we only triggered the webhook for type=contract, we trigger now also the type=payment webhook since a payment took place. This has been improved now with recurring credit card (inc. renewal also).
  • The paylink API (/creditor/payment/link) allows now also to create payment links for companies (up until now only possible via the GUI) (Only when the companyname is added, the enterprisenumber can be inserted also).
  • The invoice lastpayment invoice has a new extra field: mndtId to return the token in case of SDD or another recurrent payment method.
Plug-ins Other parties
  • Exact Online: Import mandates from Exact Online in Twikey using the Exact Online XML format is now made possible.
  • Exact Online: Export mandates from Twikey to Exact Online is possible in the import format of Exact Online.
  • Exact Online: Import invoices in specific Exact Online format is possible (including checks if the file is correct).
  • The Integration pages are reshuffled and contain more details and more options (depending from integration to integration).
  • Intrum: Test button on the integration pages has been added.
  • Alektum: The integration has been improved – extra check on wik letters.
  • Adyen: The integration page has been improved.
  • Informat: An extra checkbox has been added to specify if a school is using Exact Online. If this is the case a part of the exchange of the information is disable to avoid conflicts.
Customers
  • No changes
Refunds
  • Refunds on Credit card transactions and paylinks was up until now done via a workaround, now it is directly possible.
  • Refunds on Mollie transactions have been improved.
Analytics
  • No changes.
Campaigns
  • The export (csv) out of the campaign screen now includes all statuses.
  • The “non clicked” status has been replaced by the “not invited” status.

Bank

  • No changes

Debtor

  • No changes

Product Update 20/05/2023

Creditor

Agreements / Mandates
  • Belfius and Twikey exchange automatically mandates. In the Belfius integration, we added a functionality to define on which CORE or B2B template Belfius mandates should be stored.
  • When having multiple domains, the mandate preview contains the logo of that domain. This was in very exceptional cases not done and is now also fixed in those edge cases.
  • A new filter has been added to search for existing additional attributes. You can enter the “attribute” name and then the value.
Subscriptions
  • Bulk updates of subscriptions are now possible in the user interface. That way it is possible to adapt the amount of multiple subscriptions at once, you can also adapt the start date for closed or cancelled subscriptions.
  • The customer overview has been improved with filters on the subscriptions.
Transactions
  • An extra control has been added on file uploads to avoid double uploads when the file is exactly the same.
  • In the dunning process, it is possible to send a WIK letter. It is now shown that we delivered the WIK letter to another party. E.g. Wik letter delivered to Collection agency.
Payment links
  • Paylinks are now available for Buckaroo Bancontact and Ideal transactions.
  • It was possible to create via API a payment link with the same reference (txref) as an already existing one. This led to an incorrect page. This is now blocked.
  • A new filter has been added to search for existing additional attributes. You can enter the “attribute” name and then the value.
Activity
  • The mail delivered to report on bulk activities was always in English. Now it is adapted to the merchant language.
Invoices
  • Sending multiple credit notes without a PDF gave a system error.
  • Import of Exact Online invoices manually is now made possible. (Beta version)
  • QR-code on an invoice (when printing is enabled) contains now an additional instruction text. (Scan to pay)
  • A new filter has been added to search for existing additional attributes. You can enter the “attribute” name and then the value.
  • Sending invoices that had not been sent yet did not take all invoices when a multi-select over multiple pages was done. One page was not sent and had to be resent. This is now fixed.
Reconciliation
  • In the matching screen we showed a wrong formatted amount.
Settings / Graphical User Interface
  • The error reporting on incorrectly uploaded files has been improved.
  • In the help files, sometimes download URLs are available, these were redirected to the help instead of to the download itself in some cases.
  • A new filter has been added to search for existing additional attributes. This has been done on the agreement overview, the invoice overview, and the paylink overview. You can enter the “attribute” name and then the value.
  • In the Contract Profile screens there was a delay between the save and the refresh of the data. This has been improved now.
API
  • No changes
Plug-ins Other parties
  • Buckaroo added as new Payment Services Provider.
  • Informat: When a payment link was at the latest moment cancelled during the payment process we gave a negative event to Informat which led to a larger open amount in Informat.
Customers
  • Updating a customer didn’t work in exceptional cases when extra parameters were available on that customer.
  • In the customer overview a filter has been added to filter on customers with: No Active Subscription, One Active Subscription, or Multiple Active Subscriptions.
Refunds
  • No changes
Analytics
  • No changes.
Campaigns
  • CSV export of the Campaigns now also contains the signed & in-progress mandates. (part 1)

Bank

  • No changes

Debtor

  • No changes

Product Update 30/04/2023

Creditor

Agreements / Mandates
  • The import of agreements includes now a number of extra language possibilities: e.g. nl_NL and fr_FR.
Subscriptions
  • “Start date must be in the future” text fix when importing subscriptions.
  • Improved viewing of the total number of selected items when selecting more than 500 items.
Transactions
  • Quicker collection date overrule is possible. When importing transactions with a collection date X it is sometimes necessary to go quicker. This can be done now in the batch screens.
  • Reactivating a mandate when all transactions were paid, was in some exceptional cases not done.
  • DOM(80) format import was not yet possible in the new gui.
  • Bank of America: adaptation to the ISO20022 pain 008.001.002 to match the restrictions imposed by Bank of America.
  • The filter in the Sent & Unsettled overview on dates was not correctly reset when skipping the date reset.
  • The filter in the unsettled transactions now allows filtering on the reminder letters.
  • WIK process in the dunning contains a couple of improvements (checking on payments, the transaction audit trail is improved, expiry attribute added).
Payment links
  • Improvements in the selection possibilities to handle larger quantities of paylinks (500) have been done.
  • In case of a negative outcome at the end of an online payment the feedback per PSP could be different, this has now been improved to have coherent negative feedback.
  • Improved visual when waiting on a payment.
  • Expiry dates on credit cards: extra check on the PSP if the data is delivered.
  • Landing pages a custom exit url’s have been improved (including a status pending).
  • When the customer has no first name / last name but we have a company name we now show it on the screen.
Activity
  • No changes
Invoices
  • When sending reminders by SMS in bulk, we got a system error when there was an invalid mobile number.
  • When sending invoices, we deliver a summary at the end of what happened. This was only a negative summary for the moment. We improved it also with the positive successful sending events.
  • When using “Send letter” it is now possible to select 3 options: “Send letter, Send only invoice, or both”.
  • A change has been made to the invoice retrieval from Exact Online and Teamleader, it is now in the background scheduled.
  • In the PDF generation of invoices, it is possible to retrieve via link the PDF’s. This was only possible once but has now been enabled for repeated actions.
  • The reminder email field showed a “true” value when editing the email address.
  • Improved viewing of the total number of selected items when selecting more than 500 items.
Reconciliation
  • Matching invoices (in the new GUI) contained an error when the amounts did not match.
Settings / Graphical User Interface
  • For Merchants having the fraud modules enabled we show an improved view when selecting accounts.
  • Custom SMS messages were reset to the default SMS message when saving a profile.
  • Changing password => we asked to fill in the old password (again) – should be the new password.
  • Usability improvement: selection of a value in the filter fields is improved.
API
  • No changes to the API’s themselves.
  • Refunds on invoices were not possible as the refund is not on the invoice but on the payment behind, we linked the invoice now to the payment behind which will allow refunds on API level (in the future). The API change itself is not yet in place.
Plug-ins Other parties
  • CCV: the Italian language is now also supported.
  • Informat: we added a new functionality to give a status back on paid transactions or refunds.
  • Informat: we generate now our own invoices based on the Informat data, that way we can always show invoice details.
  • Intrum: before the start of the exchange, the reachability is checked.
Customers
  • Merging 2 customers with 2 different mandates (with another name) was not possible, this has been fixed now.
  • Importing a customer file with duplicate references failed, now we give an error message.
Refunds
  • Refunds on Mollie transactions are now supported.
Analytics
  • No changes.
Campaigns
  • Deleting an invitation from a campaign was not always working. This is fixed now.

Bank

  • The bank environment supports a first Alfa version of the new user interface.

Debtor

  • From the merchant environment it is possible to send a direct access link to the debtor (or retrieve it via api). The French link was not functioning, this has been fixed.

Product Update 27/03/2023

Creditor

Agreements / Mandates
  • Email bounces information is further improved. bounces are now also included in the audit trail.
  • In the past it was possible to put a cancelled mandate back on signed. Now we added a check if there are remaining open transactions on that mandate and refuse an update in case of open transactions.
  • The campaign was not taken into account when creating a new mandate. It was only possible to change it afterwards.
Subscriptions
  • No changes.
Transactions
  • When importing an SDD pain.008 file in Twikey, we finetuned the process. We now added an extra control where “pending bank approval or printed but not yet approved mandates” are automatically put on “signed”, in the past we did not put those mandates on signed. Cancelled mandates continue to be blocked as it makes no sense to initiate transactions.
  • Fraud engine related: It in now possible from the “unsettled” list of transactions to mark a transaction as “fraud” and allow also to add extra controls on it in the future.
Payment links
  • When doing a refund we did not show what triggered the refund. Now we show how it has been created and we made the link with the initial transaction.
Activity
  • Email bounces information is now correctly being updated.
  • We included now also an “invoice” activity page in the Activity options. That way it is possible to see all outgoing activities on the invoices.
  • We added reporting on added beneficiaries as well as about double payments on invoices in the Company activity.
Invoices
  • Email bounces information is now correctly being updated in both overview and details.
  • For an invoice invitation via Smartschool and SMS the first reminder was send instead of the first invitation to pay.
  • Paypage: small language correction in the download.
  • Paypage: we enabled an extra (technical) short cut to start with a mandate from an invoice. Now it is possible to use: https://{merchant}.twikey.com/p/invoice/{UUID}/auto to immediately launch a mandate.
  • The SMS/Email filters have been improved to identify already send SMS’s or email’s.
Reconciliation
  • When a PSP did detailed payouts in the reporting of the bank, we identified this transaction as a double transaction. This is now avoided in the logic of the application. And we added a PSP filter to show all those transactions in the Matching overview so they can be easily archived.
Settings / Graphical User Interface
  • We finetuned the Profile page for credit card actions. Some options (like sms invites) were still available for the creditcard context.
API
  • No changes.
Plug-ins Other parties
  • MultiSafepay: the way error codes were delivered to Twikey was changed and this has now been changed in Twikey.
  • CCV: Saving the configuration not available for the merchant.
  • CCV: Improved recurrent credit card behaviour (there was an issue with the webhook url).
  • Omnikassa / Rabobank Smart Pay: we allow now also refunds.
  • Paybylink: The webhook url for Paybylink could not be saved.
Customers
  • No changes
Refunds
  • No changes.
Analytics
  • No changes.
Campaigns
  • Email bounces information is now correctly being updated

Bank

  • No changes.

Debtor

  • No changes.

Product Update 11/03/2023

Creditor

Agreements / Mandates
  • In the new Monarch GUI, we added the “contract reference” field in the mandate creation, this was also possible in the old gui.
  • Fraud module only: A new filter has been added for the mandates: it is now possible to filter also on blocked accounts and blocked signatures.
  • Fraud check: when a mandate is “flagged” as possible fraud, it is now also possible to remove the flag so the debtor can still sign the mandate.
  • The controls on the names when uploading a PDF to put a mandate as “Marked as signed” were too strict. This gave a “Name is required” error. This is solved now.
  • The icon showed to see the PDF was a “Print” icon when an existing PDF was already available. Now, it is PDF icon.
  • Import of B2B mandates (via a CSV) and marking them as signed gave an error.
  • An English version of the Dutch eMachtiging protocol is added.
  • Andorra has been added as extra country for accepting Sepa Direct Debits.
Subscriptions
  • Next changes were done to the subscription overview screen: export of one or more individual subscriptions is now possible, filters on id, ref, recurrency were added.
  • Create an subscription in the GUI on the start date of today is now also possible.
  • API enhancements on the starting date (see API). For the GUI, it is now also possible via the contract profile templates attributes to force a fixed start day. (e.g. always 24th).
Transactions
  • Cancelled mandates can not be put on signed anymore when there are still open transactions. (is a configuration flag).
  • When uploading an SDD batch with a “/” in the Payment Identifier field, it was not possible to create a CODA/CAMT file afterwards.
  • The feedback processing of error codes on recurrent credit card transactions of CCV has been improved.
  • Sorting in the details of batches on error codes was not yet possible, we added this now.
  • Visual extra features in the batches: it is now possible to see the succesratio of the batches. Both in Euro and in Numbers.
  • Credit cards: up until now Twikey didn’t receive the expiry date on Mollie credit cards. With the help of Mollie, we found now a way to retrieve them.
Payment links
  • Extra logging enhancements for Rabobank OmniKassa.
  • Extra filters were added to show if a link was send or not and via which channel. And filtering on refunds is now also possible.
  • Preview of the invitations has been improved.
  • Search on remittance and title is now possible in Paylinks screen.
  • IDEAL transactions via Deutsche Bank are now also possible.
  • In the previous release we did deliver too much mails with summaries (one per payment link), we disabled this.
Activity
  • Future Tasks: we improved the date handling.
  • Reset of the feeds has been added in logging of events.
Invoices
  • PDF enhancements: when Twikey is used for reminder invoices it is now possible to add a “Rappel” message to the pdf.
  • PDF – if needed Twikey can generate the Invoice PDF. Now it is possible to download them. This can be done via “…” on the Invoice overview screens.
  • Audit trail of the invoices includes now also feedback with more explication of the dunning step(s).
  • When receiving feedback on an SDD storno, the invoice “pay date” was still filled in.
  • Search on remittance and title is now possible in Paylinks screen.
  • The EPC-QR code showed when wanting to do a wire transfer without payment method did not include the +++ ../../…+++ formatting in the structured message.
Reconciliation
  • Added German translations in the Matching screen.
Settings / Graphical User Interface
  • Twikey configures default limits on the number of transactions / batch amount. This was hidden. We showed only the limits when the customer gave the limits. We now show them always.
  • Mail sending DKIM settings are made more clear.
  • Login reset of 2FA token was not done in alle cases. This has been added now.
  • Fraud Module: we added more explication in the screens.
  • If the Contract PDF engine of Twikey is used for contract templates, it is now possible to see the PDF’s and to change them and preview them.
  • In some very exceptional cases (system or network at customer side was too slow), doubles could be initiated when clicking multiple times. This is now fixed with an error message.
API
  • Multiple API keys were already some time supported. Now this has been added in the GUI so that a Merchant can also manage this.
  • The startdate of a subscription can be “DD” or “MM-DD” or “YYYY-MM-DD”. This will allow to block the day in the month: e.g. always run the 24th.
  • Update feed mandates: in some exceptional cases (B2B-mandates) the update feed stopped and did not continue to deliver the mandates in that initiated feed. We now enhanced this. Attention: it could be that the feed will first return 53 mandates and when continued it could return 47 others. This is because we skip in the B2B feedback flow intermediate events. As always, the feed should continue to run until Twikey doesn’t deliver extra data anymore. This is not another behaviour than the past but an attention point.
  • The X-Last batch is limited to 100 (as documented), in the past we passed sometimes higher volumes. This is now more precise.
Plug-ins Other parties
  • Teamleader: Import of Teamleader information allows now a bulk import of persons and companies on top of a single import.
  • Onboarding of CCV customers has been made more easy.
  • Aangetekend mailen – improved configuration.
  • Isabel Connect: the reporting was not yet processed correctly in all cases.
  • Intrum: Partial payments feedback has now been added. We blocked also feedback on existing intrum cases. Now it is a warning.
  • Rabobank Smart Pay: In exceptional cases there was an issue with the token of Smart Pay which was not refreshed during each transaction.
Customers
  • No changes
Refunds
  • No changes.
Analytics
  • No changes.
Campaigns
  • No changes.

Bank

  • No changes.

Debtor

  • No changes.

Product Update 21/02/2023

Creditor

Agreements / Mandates
  • It is now possible to upload a new PDF in the case of an already signed mandate. This was not yet possible. Additionally, the “Import PDF” was available in cases where it shouldn’t be which led to misinterpretation in the expected behaviour.
  • Recurrent credit card: in some cases Twikey doesn’t receive the expiration date from the PSP. In that case we don’t put an expiry task (normally we give a warning) on the recurrency.
Subscriptions
  • When creating a subscription together with a first payment, the first occurrence of the payment was initiated also immediately. (in case of yearly subscriptions and 2 week subscriptions only).
  • It was in some cases possible to type in a start date in the past. This has been blocked.
Transactions
  • External debt collection packages / agencies can now return “partial payments”, this information is extra stored and shown in Twikey.
  • Debtor agencies not always answer quickly enough. To avoid questions, we added a “We’ll give you feedback after the action has been done” workflow otherwise the waiting time is too long.
  • When uploading a direct debit pain.008 batch with unknown customers, we were apparently too strict on the fields containing address information. Now, the responsibility to deliver in this context correct information is given back to the merchant.
Payment links
  • Rabo SmartPay: Rabo Smart Pay has two ways to give feedback. We use now the feedback that is retrieved directly in the session. The final status is later on updated (but we don’t let the customer wait on this final status).
  • PayByLink: When activating PayByLink there is now a default API available that allows to manage PayBylink separately from the other API calls.
  • Paylinks created via API without a “remittance” will take as backup the “title” to still fill in the remittance.
Activity
  • Future tasks: We added an extra option in the activity overview where you can see all future scheduled tasks on Agreements (such as mandate invite reminders) or Invoices: planned reminders. That way it is possible to see in the future what Twikey will do. In the future we will add other activities also.
Invoices
  • Filters on the date (invoice date, due date, paydate) didn’t include the last day specified.
Reconciliation
  • It was not possible to delete reporting files or archive them. This was mainly an issue for testing.
Settings / Graphical User Interface
  • Login: In the last release with the update on the login procedures there was an exceptional case not covered in the structure of email-address. Mail-addresses with a “+” were not supported.
  • Patch fix - Login: The reset password for debtors was not working in all cases.
  • For the creation of contracts, a PDF file is stored on template/profiles level. From now onwards the PDF-file is also manageable by the merchant in the templates/profiles.
  • Help files & translations have been added to the fraud rules in the profiles.
API
  • The update feed on mandates can now (on request) deliver also the customer number.
Plug-ins Other parties
  • Adminpulse: The Adminpulse integration is depending on the Twikey Paypage functionalities. It was in the past possible to activate Adminpulse without the invoicing functionalities which was not possible.
  • CEVI: It is now possible to import CEVI mandate information in Twikey to process direct debits.
Customers
  • No changes
Refunds
  • No changes.
Analytics
  • No changes.
Campaigns
  • No changes.

Bank

  • No changes.

Debtor

  • No changes.

Product Update 31/01/2023

Creditor

Customers
  • Finding in CRM (to search in other packages like Teamleader) was improved in the customer generation screen.
  • When adding a new customer with the VIES research: the VAT ID recuperation didn’t result in the creation of a company. (no company found feedback).
  • Editing of the customer address is now possible when the email address was known.
  • The email address of a customer could not be deleted.
Agreements / Mandates
  • Changed in the filters the terminology: Awaiting merchant approval instead of Awaiting approval.
Subscriptions
  • In the screens showing the Transactions (in Customer view or Mandate view), we added an extra flag to indicate that a transaction originated from a subscription.
  • Subscriptions: the number of runs and the last run was not updated correctly.
  • Import of subscriptions: if the startdate is set: the nextrun is now also resetted. The Start date parameter has been added and we allow the import of the recurrence and stop after information.
  • The color of the subscription suspended state is corrected.
  • Subscription: when a subscription is suspended, the next run should be removed (visually) and with a reactivation it should be resumed.
  • A limited number of runs was not taken into account. The subscription continued; this has been fixed now.
  • When a subscription was ended, the next run was not removed and that one could still be executed and last run was cleared when it was changed.
  • Subscriptions with only one run can now be cleared correctly and started over.
  • The runs were not updated after the final closing of a subscription.
  • Import of subscriptions: when not passing a recurrence in the import file, the merchant got a warning.
Transactions
  • Download option was available in for unchecked prepared transactions, this should not be the case.
    • >
  • Unsettled Transactions: you can add an extra comment now.
  • Refunds linked to a Transaction were difficult to trace: now we added a link between the refund and the original transaction.
  • The Batches overview is now limited to 50 batches, this improves the loading times of your overview.
Payment links
  • Paylinks duration was also possible with a duration = 0; this is blocked now.
  • Archived paylinks were also shown when selecting the paylinks.
  • Creation of paylinks without email-address is now possible.
Invoices
  • Invoice selection improvements. The selection did not take into account the filters.
  • Export of invoices was available even no selection was made: button has now been de-activated in that case.
  • We added now the possibility to filter also on non send invitations by sms, letter or email.
  • Invoices from FID-manager: we did add an improvement to deal with customer numbers in case of a private versus a company.
  • Special overrule functionality has been added: even when a mandate is cancelled, it is possible to push a transaction to the bank. (Only possible via API of the invoices)
  • We now allow filtering of invoices not send by sms to push sms reminders more easily on large amounts.
Reconciliation
  • CODA: there was a small mismatch in our CODA files for showing the bankreference. Now it is the same in both record 21 and 31.
Settings / Graphical User Interface
  • Improved performance of the queries on the search field in the General Overview screen and the Search screen
  • The front-end engine of the Login page has been changed from AngularJS to Angular – the Login page has been complete refactored.
  • Fraud rules engine: some mistakes in the translations and linked this to the Twikey premium package.
API
  • Transaction, Refund, Subscription api allows an extra control. We support also an “Idempotency-key” that can be used to be certain that every request to Twikey done is unique. See Api General use topic.
  • Importing invoices via API (UBL included) – when contractnumber and customernumber were passed and not in sync we took the contractnumber while now it is on the customer number
  • Overrule possibility in the Transaction api to push a transaction to the bank even when the mandated is cancelled/suspended. This is done via force header.
  • In exceptional cases transactions were not offered. This was the case when a customer resigned a mandate, the future transactions were first blocked but kept blocked.
  • Editing of the customer address is now possible when the email address was known
  • The subscription API did not update the “next run” directly.
  • When updating a paid invoice to paid, the invocie is returned now instead of an error invalid state.
Plug-ins Other parties
  • Odoo 14 Twikey plug-in has been released in our Git.
  • FID-Manager import UBL has been improved.
Refunds
  • No changes.
Analytics
  • No changes.
Campaigns
  • No changes.
Activity
  • No changes.

Bank

  • No changes.

Debtor

  • See B2B enhancements in Agreements.

Product Update 07/01/2023

Creditor

Agreements / Mandates
  • B2B mandates: We added the possibility for the Merchant to upload a B2B PDF document even if a PDF was already stored.
  • B2B mandates: The printing option for non-connected banks has been activated again
  • The blacklisting functionality for customers who activated the fraud module has been improved with a preview of impacted mandates and also a preview has been added in the settings ‘Company info” showing the blacklisted accounts.
  • In the mandate details, the PDF print is now added as option if the show PDF is not available. That way the PDF can be used for end-customers.
Subscriptions
  • Importing subscriptions with a stop-date gave a wrong end-date.
  • The order of columns in the subscription screen was adapted. “next run” and upcoming are now on the right side of the start date.
  • Cancel a mandate was not possible when there was a cancelled subscription.
  • Subscription events (Created, Cancelled, Suspended, Reactivated) were added in the audit trail.
  • Sorting on some fields (customers) in the subscription overview has been added.
  • Search and filters on the customer name have been added.
  • Cancel a mandate invokes now also the cancel of the connected subscriptions to avoid false expectations of a subscription still continuing.
  • Configuration and saving of a yearly subscription caused an error message ‘Day is out of bounds’. This has been fixed now.
Transactions
  • Intrum: extra exchanges implemented based on the new api of Intrum.
Invoices
  • In two screens the sorting order of the invoices was random and not the most recent invoice on top. Screen with the list of invoices in the customer detail and in the reconciliation matching screen.
  • Improved selection of large lists of invoices (more than 500). We added some extra options to allow also selections of large lists of invoices. (via extra text on the right side of the columns).
  • The retrieval of invoices from external packages is now being queued more efficiently.
  • Extra actions on a bulk selection of invoices are made possible (SMS invites and reminders in bulk, specific email reminders and next reminders). The way the menu with bulk actions is composed is made more clear.
Reconciliation
  • Sorting order in the reconciliation matching screen has been improved.
Settings / Graphical User Interface
  • In the configuration of the profiles/templates all options were available for credit cards and B2B mandates while some options were not useful for this use-case.
  • In the templates, the contract and attribute fields did not take into account the field limitations. That way it is was possible to insert longer values not being saved.
  • New Support section with extra support options + introduction on the new Graphical User Interface
  • Fraud rules in the new GUI now also include in the overview screen the final resulting action
API
  • It was not possible in the past to update a customer when the email value was “null”
  • It is now possible to make four concurrent calls to the API. However you can only make one concurrent call to the same context (Agreement, Paylink, Invoice, Reporting, Transaction, Refund).
Payment links
  • No changes.
Analytics
  • No changes.
Campaigns
  • No changes.
Activity
  • No changes.

Bank

  • No changes.

Debtor

  • See B2B enhancements in Agreements.

Product Update 8/12/2022

Creditor

Agreements / Mandates
  • Preset filters Cancel and Suspend are now available on the overview of agreements.
  • Improved the blacklisting of a customer, this can now be done based on the signature used to sign a document.
  • Upload or re-upload a PDF for agreements is now possible regardless the state of the document and if there was already a document available or not.
Subscriptions
  • New Subscription section is now available. Here all your subscriptions are listed where you can filter on the state, edit existing subscriptions and export/import subscriptions.
  • Subscriptions can now be created from the customer details, agreement overview and agreement details.
  • Plans are not displayed anymore on a mandate, the option to create plans as a template (Settings > Plans) is still available.
  • Support documentation about the new functionality is made available and will receive more updates soon.
Transactions
  • Transactions details sent to a collection agency now include a case number and (partially) paid amount.
  • Administrative charges can be sent to the collection agency (contact our support to enable this).
Invoices
  • Configuration of automatic reminders on a profile is now on request.
  • Invoice upload via UBL files: improved the retrieval of the language.
  • Resolved a graphic bug 'Reminder if not signed' that was shown.
Reconciliation
  • Improved the sorting of invoices when matching a payment to a wire transfer.
Settings / Graphical User Interface
  • Every user can now switch to the new graphical user interface. (Go to Your Name on the left side and click on New Interface (Monarch)).
  • When managing multiple companies and switching between them the refresh of the screen was not always applied. This is now done to avoid impression of data from one company being present in another.
  • Admin Pulse: Enhanced the integration and added extra explication to AdminPulse configuration with a link to the AdminPulse help articles.
  • Surepay – Iban-Name check: optimalisation in the fraud engine to increase the number of supported IBAN-Name requests.
  • Credisolv – Easier onboarding.
  • Ingenico: has been added in the list of PSP’s. This was already supported in the Twikey Payment Orchestration service but not visually added in the GUI.
  • Help articles – Tags added in the help articles. We’ve added also a date of last update and for a number of pages already examples of related pages. This will improve searches.
  • Profiles - SMS Editing: has been seriously improved. The existing text is not immediately erased so editing SMS messages is more easy.
  • E-Mail content configuration: some very advanced mail templates were not accepted.
API
  • Partner update: Fleetmaster / Cox Automative & Admin pulse will receive a dedicated mail when webhooks are failing.
  • Added an improved retry mechanism for failed and retried webhooks. Important update: Please see: retry mechanism . Non-2xx error codes are considered as temporary issues and will not block other webhooks and some other enhancements. Improved e-mail warnings.
  • New Subscription section with new API endpoints.
Payment links
  • No changes.
Refunds
  • No changes.
Analytics
  • No changes.
Campaigns
  • No changes.
Activity
  • No changes.

Bank

  • No changes.

Debtor

  • No changes.

Product Update 10/11/2022

Creditor

  • Giropay is now available as payment method for invoices and payment links.
  • itsme as signing method is now supported by most banks.
  • SAML connection enhanced.
  • Email integration add a Test of the configuration before saving it.
  • Profile - Invoice options: New option to keep invoices in a pending state until paid once they are in a direct debit flow.
  • Collection agency integrations improved and new features added for case updates sent to an agency.
  • Coeo Incasso integration enhanced.
  • Sent transactions can now be filtered on the current dunning step a transaction is in.
  • Invoices uploaded via CSV: enhanced language cascade and validation for empty fields.
  • Invoices uploaded via UBL: enhanced definitions of specific fields in the UBL-file.
  • API Action on a transaction: new action 'unsettle' to mark a transaction as unsettled.
  • Global and individual imports improved feedback after the import in Twikey Monarch.
  • A plan can now be suspended and resumed when the agreement is suspended/resumed using a new profile option.
  • Automatic collection of transactions can now be enabled when using Isabel Connect.
  • Payment links now include the profile in the details dialogue.
  • Enhanced the visual distinction for bounced or invalid emails.
  • Activity now includes the import of transactions.
  • When automated reminder for printed documents was sent it was not logged in the events.
  • Resolved duplicated values when exporting records.
  • Activity export the time is now in a 24 hour format and UTC.
  • Resolved issue for manual mark as sign of agreements.
  • Upload of multiple invoices at once couldn't be done anymore.
  • API Sign via itsme now requires a digest.
  • Archived invoices are now only listed when filtered on.
  • Reconciliation sorting on 'Downloaded' did not work.
  • Profile option caused all attributes to be read-only.

Bank

  • No updates.

Debtor

  • BIC-validation is now directly done when opening the invite url.
  • Contract preview: limit the option to download the sample pdf (depending on the browser support).
  • Removed duplicated banks on the Emachtiging page during sign flow.

Product Update 26/09/2022

Creditor

  • Invoices: A revert payment can be done to set a paid invoice back to booked in Twikey Monarch.
  • Credit card transactions can now be refunded.
  • Reconciliation: Matching enhanced in Twikey Monarch.
  • API invite request for credit cards can now include a plan.
  • Teamleader: Invoices reverted back to booked due to a storno in Twikey are now also reverted back to unpaid in Teamleader.
  • Invoices payment page: A custom IBAN for manual transfers can now be configured on the profile in Twikey Monarch.
  • Customers and Agreements - Transactions tab now display the requested and actual collected date in Twikey Monarch.
  • Agreements and Payment links can now be filtered on a type of sent invitation in Twikey Monarch.
  • Agreements invite modal now displays a check for each type of invite already sent to your customer in Twikey Monarch.
  • Improved error message when importing UBL files with invalid schema.
  • API Upload pdf: resolved issue due to mandatory attributes.
  • Customers: merge couldn't be done due to empty values.

Bank

  • No updates.

Debtor

  • Enhanced message when signing is not possible.

Product Update 10/09/2022

Creditor

  • API Mandate feed: include parameter added
  • Custom payment forms: unique remittance and message enhancements.
  • Reconciliation Matching is now available on Twikey Monarch.
  • Avoid sending emails when specific fraud rules are triggered.
  • Enhancements for attributes when creating a new agreement in Twikey Monarch.
  • Clearing the date filter: removed default date when clearing the filter and we now display all the results instead.
  • Improvements for status-emails after uploading agreements via CSV.
  • Only display allowed type of profiles when importing invoices in Twikey Monarch.
  • PDF icon on the agreement overview wasn't displayed when the document was available.
  • API Sign: Added different response code when a BIC code isn't registered with a Dutch provider.
  • API Mandate feed improvements when suspend occurred due to a fraude rule event.
  • MultiSafepay: Customer number is now passed to MSP using the 'var3' attribute.
  • MultiSafepay: Enhancements to retrieve and return the same error codes.

Bank

  • No updates.

Debtor

  • No updates.

Product Update 26/07/2022

Creditor

  • New payment-verification page and a Thank you page added after direct payment.
  • Wik letter: Different registered letters can now be sent and in different languages.
  • Invoices screen added the advanced filter on payment date.
  • Enterprise number: The validation of the number is not done anymore.
  • Reconciliation files extended the download of older files.
  • Reconciliation files can now be deleted by a controller once the files are archived.
  • Refactored the layout of the Show PDF button on mobile devices.
  • Convert customers from Company to person is now possible by leaving the company name empty.
  • API payment links with 'isTemplate' (payment form) the original link is now hidden in the interface.
  • API Delete invoice: A new request is available to delete invoices.
  • Templates - SMS messages: added more attributes.
  • Invoice import via UBL: A specific tag used for the customer number can be configured by our support.
  • Removed invite options for Wik letters since this is now fully configurable via (automatic) dunning.
  • The 'state' parameter of the Thank you page for invoices when paying via direct payment now displays the correct state.
  • Resolved emails not sent out for signed documents.
  • Displayed SMS reminder on screen was the same as the invite for invoices.
  • API Credit transfer resolved response when the customerNumber was not found.

Bank

  • No updates.

Debtor

  • A new verification and thank you page for payments.

Product Update 04/07/2022

Creditor

  • Apple Pay, Google Pay and Bank transfer are now available as payment methods on the payment page of your invoice.
  • Omnikassa integration supports the payment of invoices.
  • A custom payment reference for invoices can now be configured on the invoice tab of your template.
  • Invoice import via UBL v2.1 the remittance is now included cac:PaymentMeans > cbc:InstructionID.
  • Invoice payment via a direct debit transaction: Your reference is now used when available.
  • The automatic print reminder after 7 days is now a visual task instead that you can run earlier and/or delete.
  • The published page is now first displayed in the language of the customer's browser.
  • Paymentlinks import via a CSV file can now contain all the customer headers.
  • WIK Letter dunning is now configurable as automatic and manual dunning step including admin charges, registered email and sms with delay.
  • WIK Letter email was added and can be customized via your template emails.
  • Improved emails sent to customers depending on the language configured on the template versus the language passed during import/creation.
  • API Invoice feed and details now include a new parameter 'double' (boolean) in the lastpayment object to indicate possible double payment.
  • Visual improvement when editing existing dunning steps with a delay.
  • Some locales were missing the correct format when passing them to MultiSafePay.
  • Extended verification of duplicate payments for invoices via wire transfer to 6 months.
  • Twikey Overview email now contains activity events about your company such as failures, warnings and informations.
  • The structured payment information (OGM) of an invoice is now displayed as such in the invoice emails.
  • Improvements on the import of direct debit files.
  • Determine payment methods via Omnikassa is now possible.

Bank

  • No updates.

Debtor

  • No Updates.

Product Update 13/06/2022

Creditor

  • Smartschool integration: Enhanced multiple parts of the integration.
  • Odoo integration: General improvements in version 12.
  • API Create invoice: the parameter 'customerNumber' can now be a numeric type of value.
  • API Invoice via UBL: New header to specify a template for the invoice.
  • API Credit transfers: A refund can now be created without passing the IBAN parameter.
  • API Transaction feed and details now includes the administrative charges.
  • Registered email (Aangeteken mailen) integration: improved initial configuration and added a button to test your configuration.
  • Template risk rules: New option to apply a risk rule on a reservation.
  • User roles: Invoices can be marked as paid by admin, controller and user roles.
  • Paymentlinks: invoice reference was displayed under the remittance.
  • Mandates: Send a reminder to sign via SMS on document level. Before this was only possible from the general overview.
  • Transaction events: When sending a payment reminder by delayed SMS this is now displayed as 'Notify (+ SMS)'
  • Resolved rendering of reading signs in some languages.
  • Resolved issue where customers from Exact couldn't be found when importing invoices.

Bank

  • No updates.

Debtor

  • When signing a mandate with a first payment the amount always display 2 decimals.

Product Update 23/05/2022

Creditor

  • API Rate limits for detail requests: Added new header responses and a limit per hour.
  • SmartSchool: Emails are now sent in the evening.
  • Alter the Title of your invoices towards the PSP: A new option is available on your template settings under 'Invoices'.
  • Invoicing disabled: Removed all invoice related functions when the module is not enabled.
  • Official letters (WIK): Added new attributes that can be used on the letter such as admin charges, total amount due and a reference.
  • Mandate invites via letter: A QR code can now be added on the letter.
  • A webhook is now also triggered when transaction batches are handled via a payment service provider.
  • Improved merchant emails sent after importing mandates.
  • Improved error message in the audit trail when signing failed due to a remote error.
  • Dunning steps: Official letter (WIK) - payment options can now be defined via the dunning step.
  • Added the attribute for the customer number available by default in the emails going to your customers.
  • API Create invoice: a redirect url can now be used.
  • Payment links screen: Invoice reference was displayed under the remittance.
  • Sign mandates: Revamped validation when the customer is using multiple sessions to sign a document.
  • Replacing an existing dunning payment link via a new one was not linked to the transaction.
  • Resolved error for signing contract types via mobile devices.
  • Resolved invoice events that weren't displayed.
  • Allow the update of the customer language via API.
  • Enhanced generated date of reconciliation files for payment links to have a uniform behaviour across the different PSP's.
  • Fixed editing an existing transaction that would trigger the risk rules.
  • Extended allowed length of a custom mandate reference from 34 to 35 characters.

Bank

  • No updates.

Debtor

  • Payment page: option to pay via wire transfer, the bank icons can now be hidden via your custom CSS file.
  • The bank is preselected on the signing page when BIC code is known and signing method is Emachtiging, iDIN or iDEAL.

Product Update 04/05/2022

Creditor

  • Mandate: Changing the mandate reference when it is signed displays a warning.
  • Transactions: DOM80 direct debit files with layout 128 can now be uploaded.
  • Exact Online: Structured message is not calculated anymore for Belgium invoices.
  • API Patch customer: added the option to update the enterprise number and fixed issue with the language.
  • Templates - Dunning via SMS: Added the option to delay sending the sms.
  • Dunning via SMS: the text message is not queued till evening anymore but sent during business hours and only if the transaction is not yet paid.
  • Improved SAML integration.
  • Improved PDF preview during debtor flow and fixed issue with preview for contracts.
  • Resolved new mandate email that was not sent out when signing via iDIN.
  • Resolved calculation of number of identical customers for the fraud rules.
  • Resolved Paypal enabled by default as payment method for some templates.
  • Reconciliation files: The generated files for transactions now contain the exact same information as received back from the bank.
  • iDIN, Emachtiging and iDEAL: Improved verification of unique transactions for one document or payment link.
  • Resolved the From email address that was not updated for some templates.
  • Resolved issue when creating a new invite for existing customers but with missing partial data.
  • Paymentlinks via iDEAL: Reference is trimmed to be compliant with the requirements of iDEAL.
  • Merge customers: Resolved missing phone number in the merge modal.
  • Invoice reminder via registered email button was not responding anymore.

Bank

  • No updates.

Debtor

  • No updates.

Product Update 04/05/2022

Creditor

  • Mandate: Changing the mandate reference when it is signed displays a warning.
  • Transactions: DOM80 direct debit files with layout 128 can now be uploaded.
  • Exact Online: Structured message is not calculated anymore for Belgium invoices.
  • API Patch customer: added the option to update the enterprise number and fixed issue with the language.
  • Templates - Dunning via SMS: Added the option to delay sending the sms.
  • Dunning via SMS: the text message is not queued till evening anymore but sent during business hours and only if the transaction is not yet paid.
  • Improved SAML integration.
  • Improved PDF preview during debtor flow and fixed issue with preview for contracts.
  • Resolved new mandate email that was not sent out when signing via iDIN.
  • Resolved calculation of number of identical customers for the fraud rules.
  • Resolved Paypal enabled by default as payment method for some templates.
  • Reconciliation files: The generated files for transactions now contain the exact same information as received back from the bank.
  • iDIN, Emachtiging and iDEAL: Improved verification of unique transactions for one document or payment link.
  • Resolved the From email address that was not updated for some templates.
  • Resolved issue when creating a new invite for existing customers but with missing partial data.
  • Paymentlinks via iDEAL: Reference is trimmed to be compliant with the requirements of iDEAL.
  • Merge customers: Resolved missing phone number in the merge modal.
  • Invoice reminder via registered email button was not responding anymore.

Bank

  • No updates.

Debtor

  • No updates.

Product Update 14/04/2022

Creditor

  • Dunning - Send official letter (Wik): Admin charges can now be added.
  • Mandates can now be reactivated after a cancellation and retain the PDF.
  • Upload payment links via CSV: Added missing error when no message was present.
  • Templates - Fetch supported payment methods: Added lookup of some methods for Pay.nl as PSP.
  • Invoice Events: We now display an event when we received a payment via wire transfer when the invoice was already paid.
  • Customers - Advanced filters: Now contain a filter for the template and if the customer has a customer number.
  • Reconciliation Files: Advanced filters now have a Subtype to select Direct Debit or Credit Card transactions.
  • Reconciliation Files: Enhanced files for paymentlinks to avoid creating files for the current day.
  • Reconciliation Files: CAMT053 now use a correct suspense account for transactions.
  • Fixed Terms & Conditions in German.
  • Resolved minor bug when saving Chargebee and Recurly integrations without any data.
  • Resolved minor issue with the template options for invoices 'Include PDF'.
  • API Update invoice: Correctly display error on invalid pdf.
  • API Get Collection: Added a transaction reference (txref) in the response.
  • API Mandate feed: Only use a _T5 code instead of translating amendment reasons.
  • API General: Replaced register_address_missing to err_missing_params with mention of which one is missing.

Bank

  • No updates.

Debtor

  • Enhanced error notification when invalid data is entered on the auto registration page.