Accurate Application Fee Retention on Invoice Refunds (Bug Fix)

• What - When a refund is processed on an invoice, the application fee was incorrectly being returned to the payer instead of being retained. This fix ensures that application fees are properly retained during the refund process going forward.

• Why - Refunds were unintentionally returning fees that should have been kept, resulting in financial discrepancies. This fix ensures accurate and expected refund behavior that reflects the correct transaction breakdown.

• How
  - This fix applies automatically to refunds processed after it becomes available — no configuration changes are required on your end
  - When issuing a refund on an invoice, navigate to the relevant invoice in the system
  - Process the refund as you normally would
  - The refunded amount returned to the payer will reflect the invoice amount only, with the application fee retained as expected
  - Note: This correction is prospective only — previously processed refunds will not be retroactively adjusted

• Use Case
  - A billing administrator processes a refund for an overpaid invoice and the payer receives the correct refunded amount without the application fee being incorrectly included.
  - An agency reviews its refund history and can trust that future refunds will accurately reflect the intended transaction amounts.
  - A finance reviewer reconciling accounts no longer needs to account for application fees being unexpectedly returned during the refund process.

Invoicing Support for Addressless Permits (New Enhancement)

• What – Users can now create and manage invoices for permits that do not have a physical address, including standalone, pre-development, and special event permit types. This support is available across both the Business Portal and staff interfaces.
• Why – Some permit types are initiated without a linked address, and the inability to generate invoices for these permits created gaps in the billing workflow. This update ensures all eligible permit types can move through the invoicing process regardless of address status.
• How
  • This feature applies to three addressless permit types: standalone, pre-development, and special event permits.
  • Invoices can be automatically generated or manually created for addressless permits.
  • Staff and applicants can use the Create Invoice from Permit workflow for these permit types.
  • Address linkage can be added or updated on a permit without disrupting existing invoice associations.
  • Anchor fields may be editable or locked depending on the state of the associated invoice.
  • Permits can be re-enabled from the permit side when applicable workflow conditions are met.
  • This feature is available to both Business Portal users and staff.
• Use Case – Staff can generate an invoice for a special event permit submitted without a site address, while an applicant submitting a pre-development permit through the Business Portal can receive and pay an invoice without first associating a property address. Staff can also link an address to an existing addressless permit later in the workflow without losing or disrupting previously created invoice records.