The overarching theme of this release was optimizing the TreezPay Portal with new payment reconciliation functionality that has historically lived in Treez POS. The goal is to allow operators to run an e2e payment experience entirely within their TreezPay Portal. This means bringing in manual reconciliation fallback mechanisms into the portal views that, to this date, have only existed in POS. With this release, a new "actions" column was introduced in the TreezPay Portal > Transactions > Details view with 2 new TP Portal native features.

Those familiar with integrated payments in POS are most likely already familiar with "Verify Sale" functionality. In the event a payment provider does not return a status back immediately via api, "Verify Sale" allows the user to manually call out to the provider to check for payment status. This function now lives both in POS and the TreezPay Portal under the Transaction Details > Actions column.

In some cases, a payment may go through on the machine or in the provider web app, but is reconciled automatically via provider api response OR can it be fetched via "Verify Sale." While this is extremely rare, the POS SOP is to close it as cash and have a permissioned user navigate to POS Ticket Adjustment > locate the ticket > and update the payment method back to the integrated type. For non-POS users, this can now be performed also directly within the Transaction Details > Actions column through "Record Sale." Unlike POS Ticket Adjustment however, Record Sale was designed for this specific use case and offers a much more streamlined approach to simply flag an non-successful payment record as success.

See Edge Case Handling Recording from Virtual Terminal Product Doc