Hello Fonteva Users!
Fonteva’s 23 Winter release is right around the corner!
Our team here at fusionSpan took part in the Bug Bash! We’ve poured through all the documentation and we’re bringing you our favorite features from this upcoming release. As always, our team is here to support your organization with not only details on the upcoming release, but also our Managed Services team is here to help support you when you’re ready for your organization to upgrade to the newest Fonteva release!
Fonteva’s 23 Winter release is adding several new features to the refund process. These will both improve staff experience and will provide flexibility for refunds so your members are better supported. Several of these new features include:
Fonteva takes a new approach to the refund process with an enhanced experience for staff when creating/processing refunds.
The new refund page layout allows staff more control than ever before – at a granular level. This includes the seamless ability for staff to select which portions of the previous Sales Order to refund – right down to the item and even shipping!
This is one of our favorite enhancements in the entire release, as it streamlines the refund process. In previous releases, staff members would have to go to each sales order line and modify amounts or exclude SOLs that were not being refunded.
The new refund page also comes with additional action buttons that can be added to your Fonteva Sales Order Page Layouts.
These buttons include:
Fonteva’s new refund page allows staff to view the start and end dates set at the item level. This allows for a quick viewing of the amount recognized to date and the amount remaining
Staff now have the flexibility to not only return the refund to the original form of payment, but now they can also select offline refunds, including, among other things, checks, which can then be returned by mail!
The long awaited refund to credit memo functionality is finally here!
Staff now have the ability to refund the credit memo and it comes with the new action button on the Receipt Page “Refund to Credit Memo.” This allows staff to enable the picklist value in the new refund page.
This action automatically generates a credit memo record which will then be tied to the Sales Order.
The Credit Memo will now be available to use at the account level!
In addition to staff being able to refund to Credit Memos, Credit Memos are also getting new features that improve functionality with Fonteva’s 23 Winter release. These features allow for additional flexibility when working with members/users.
These features include:
We’ve spent a lot of time talking about what Fonteva’s 23 Winter release has in store for Refunds and Credits, but there’s still more to come! Stay tuned for our follow-up blog later this month, where our fusionSpan team dives into the new features rolling out for Lighting Campaigns.
And, of course, our team here at fusionSpan is always here to speak with your organization about how we can support your transition from your current Fonteva version to Fonteva’s 23 Winter release. Please reach out to with any questions you might have.
Maira is a Business administrator and had worked as a Business Analyst for 7 years for a Maritime Shipping Company. She is the oldest of three siblings, enjoys tearing things apart and understanding how they work, and considers herself an audiophile and loves 80's rock (although Rush holds a special place in her heart)!
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