Changelog

Summer is a busy season, so we have kept things a little lighter this month, but still snuck in a few treats…

Billing got more flexible: schedule a cancellation for any anniversary, and send refunds to the original source or account credit; and provisioning has now welcomed the Site.pro AI website builder. Small batch, well made!

Billing & Invoicing:

• NEW - Additional option to schedule future cancellations for any billing anniversary, as well as the current options to cancel immediately, or at the end of the billing term;

• NEW - Choose whether a payment refund goes to the original source or account credit;

• NEW - Separate pricing & promotion logic for domain registration & transfer;

• IMPROVED - PayTM package update;

Admin

• NEW - New settings for limiting clients from adding multiple addresses/ companies;

• NEW - Abandoned basket settings - new hooks enabling automation of email for abandoned baskets at configurable intervals;

• FIX - IPv6 addresses were not properly parsed in the Order section of Upmind, impacting Affiliates;

• FIX - Resolved issues with affiliate commissions disappearing;

Provisioning

• NEW - Site.pro AI website builder is now available as a provision provider, via Upmind;

• NEW - Custom credentials can now be used for the domain spinner, giving brands more control of settings and better visibility of spinner performance;

Cart 2.0

• FIX - Vouchers can be applied again after a failed or removed one. After a voucher code was rejected, or an applied voucher was removed, the next Apply did nothing: the form closed without sending a request. Both cases now apply the new code.

Notifications get personal this month: choose exactly which alerts land in each of a client's email addresses, and let recipients manage or unsubscribe in one click, straight from the email.

Domains get smarter too. Upmind now checks with the registrar before every renewal invoice — if the domain's gone, the order cancels itself. Plus new support for Ascio, and Safeweb dark web monitoring to keep client domains and inboxes watched.

For brands on Cart 2.0, one-page checkout is now a flow you choose, with five new settings to shape the basket and checkout your way. If you still haven’t upgraded, contact support@upmind.com today.

Billing & Invoicing:

• NEW - Allow reactivating a contract with a past due date

• NEW - Automation override to allow cancelling overdue invoices

• NEW - Razorpay checkout now prefills billing details & supports guest email

• FIX - Fix swap payment functionality when there's been a fluctuations in the exchange rates

• FIX - Bug loading payment options when paying a shared invoice

Admin

• NEW - Choose which notifications are sent to each of a client's email addresses

• NEW - Recipients can manage or unsubscribe their notifications straight from an email link

• NEW - API Admin area endpoint to generate fallback 2FA code for a client

• IMPROVEMENT - Clearer labelling on contract product filters

• IMPROVEMENT - Better error messaging when setting is enabled to prevent clients from updating company information

• FIX - Address editing permission issue for multi-brand orgs

• FIX - Custom fields missing when loading a basket

Provisioning

• NEW - Domain status sync & automatic order cancellation: Upmind asks the registrar whether a domain is still held before the next renewal invoice goes out — and cancels the order automatically when it isn't

• NEW - Safeweb (Auto Login Category provider) - Dark Web monitoring for business domains or emails

• NEW - Now supporting Ascio, domain name provider

• NEW - View a domain's cancellation logs from the Domain Names section

• IMPROVEMENT - NameSilo fetch domain privacy attribute from provider

• IMPROVEMENT - CentralnicReseller use provider's Paid Until date to manage domain expiration date

• FIX - NameSilo update registration process to prevent issue with contacts missing from newly registered domains

Cart 2.0

One-Page checkout

One-page checkout is rebuilt as a flow a brand selects, and the behaviour that used to come with it — editable basket items, the itemised summary, the promotion field — becomes brand configuration any flow can use.

This release adds five new settings that let you tailor how the basket and checkout behave. All of them ship with defaults that preserve your current setup, so nothing changes until you choose to change it.

• basketItemConfig is read-only by default. Switch it on to let customers edit basket items in place — changing the quantity, term, options attributes or provision field values leaving the basket

• basketSummaryDetails is hidden by default. Enable it to itemise each product's configuration in the order summary, giving customers a full breakdown of what they've selected

• basketPromotionCode is visible by default, showing the promotion code field on the basket. Hide it if you'd rather not surface discount codes at that point in the journey.

• basketAction is also visible by default, displaying the basket shortcut in the header. You can turn it off for a cleaner header or where a persistent basket link isn't wanted

• productAutoUpdate is off by default. Turn it on to send products straight to the basket, skipping the configure step — useful for catalogues where products need little or no configuration. If a configuration DOES fail to meet the requirements, the customer will be redirected to the configure page for the product, before it can be added to the basket

The promotion code field on the checkout page still reads the existing
ui.checkout.hide_promotions_field setting, so no brand changes are needed on upgrade.

There is also a new layout template: "@context.template": "inset", that is applicable to the basket, auth and checkout pages but can be set globally in brand settings meta/.

Two changes to check on upgrade:

• The flow override (brand, category and product) and the ?flow= link parameter are gone. The flow comes from ui.checkout.checkout_flow alone

• Set ui.checkout.checkout_flow explicitly. stepped and one_page continue to the basket page after a product is added; with no value set the journey now goes straight to the checkout page, where it previously went to the basket

Other work:

• FIX - Error for shared invoices in Cart 2.0

• This month's headline update is bulk actions for support tickets — a faster, simpler way to manage support at scale. Close, mark as spam, reassign staff, change status or department, or add notes across multiple tickets at once.

• Nicky payment gateway is now available on Upmind, for effortless crypto payment processing.

• We continued to improve login security, with optional pre-checkout email verification and configurable forced password resets.

• Finally, in-app help got an upgrade — support documentation now runs on a new API for quicker, more searchable answers.

Below are the full details of this month’s changes.

Billing & Invoicing

• NEW - Nicky payment gateway is now available!

• NEW - Custom due-date day (1–28) for consolidated invoices per client

• NEW - Unlocked regeneration of paid invoices, with a confirmation/warning

• NEW - Option to apply pro-rata modifications, without impacting existing invoices

• NEW - Paid (Clearing) status for invoices paid via specific offline provider(s)

• IMPROVEMENT - Warning shown when modifying a product that results in product options being removed

• IMPROVEMENT - Greatly improve payment log performance

• IMPROVEMENT - Use client's default address if no company is present on CN topups

• IMPROVEMENT - Recalculate manual consolidation amounts based on the exchange rate

• IMPROVEMENT - We now collect a document number for DLocal payments

Admin

• NEW - Bulk-updates for multiple client support tickets at once — close, mark as spam, change status or department, assign/unassign staff, or add a note or message

• NEW - Allow read-only staff to leave internal notes on tickets

• NEW - Optionally require clients to verify email (via 2FA modal) prior to checkout

• NEW - Force password reset option available (at a configurable interval), for clients and admins

• NEW - Setting to prevent change of country field, for client addresses

• NEW - View client and staff login attempts, including IP addresses

• IMPROVEMENT - Refactored client product search for quicker loading time

• IMPROVEMENT - Optimized contract product unique service identifier queries

• IMPROVEMENT - Surfaced the owner of delegated invoices within admin area lists, for easier management

• IMPROVEMENT - Cancelled and lapsed contract products are visually dimmed for easier identification

• IMPROVEMENT - Support documentation directly within the app is now powered by a new API for improved, more searchable knowledge documentation

• FIX - client notifications should always go to the default email set in the client account, for password reset, client verification, or password setup emails

Provisioning

• IMPROVEMENT - Provisioning settings group repositioned within admin settings

• FIX - Quantity of mailboxes not updating charge amount for TitanMail

• FIX - Provision functions not triggering from hooks

Cart 2.0

• NEW - Guest checkout - Customers can now complete a purchase without creating a full account, where the brand allows it. A "Continue as guest" option is offered on the sign-in / register screens whenever guest checkout is enabled on the brand and the basket contains only one-time products (recurring products still require a full account). Guests can optionally provide an email for the receipt, and can upgrade to a full account at any point — before or after placing the order — keeping their order history attached.

• NEW - Enforce email verification at checkout - Brands can now require unverified customers to confirm their email address before an order can be placed. When the setting is enabled, customers signing in with an unverified email are taken to a short verification step that accepts the 6-digit code from their inbox, with the option to resend the code or return to the basket and pick up later. Once verified, checkout continues as normal; if the setting is off, nothing changes for the customer.