Product Updates: March 2026

This month, we added full credit memo support, enabled real-time dispute visibility for buyers, and simplified the setup for consolidated invoicing.

Here's what's new.

Turn Adjustments into Immediate Buying Power with Credit Memos

Keep buyer spend within your business by turning post-purchase changes into credits buyers can easily reuse on their next purchase.

Balance now supports a full credit memo lifecycle: issue, apply, and reconcile, all in one place. Whether triggered by a return, warranty claim, cancellation, or price adjustment, credit memos are issued to a specific buyer, scoped to the relevant vendor, and made available to apply at checkout or invoice payment. Buyers can apply credit partially or in full, reducing what they owe on the spot. Credits don't expire, and the Buyer Portal and invoice PDFs update automatically to reflect them.

Interested in enabling this feature? Contact your account manager to get access.

Give Buyers Real-Time Visibility into Dispute Status

Keep buyers informed and reduce confusion during disputes by integrating your dispute workflow with Balance.

With dispute integration enabled, when an invoice is marked as disputed, Balance immediately flags it, pauses automatic charges for the disputed amount, and surfaces the status in the Buyer Portal. Buyers won't be asked to pay disputed amounts or receive collection outreach while a dispute is under review. As the dispute progresses, updates sync to Balance in real time, so buyers always see where things stand.

Interested in dispute integration? Contact your account manager to get access.

Set Up Consolidated Invoicing with Zero Integration 

Consolidated invoicing can now be automatically enabled for all your buyers with no API integration required, so each buyer receives a single monthly invoice for all their transactions.

Interested in enabling this feature? Contact your account manager.

Faster Checkout, Merchant Dashboard, and Buyer Portal

We've rolled out infrastructure upgrades across the API, Merchant Dashboard, and Buyer Portal, helping your buyers move through checkout and payment even faster and giving your team quicker access to the data they need.

• API: response times for transaction endpoints (create, confirm, capture) are now 30–40% faster.

• Merchant Dashboard: transaction views load up to 80% faster, buyer insights up to 70% faster, and outstanding invoices up to 60% faster

• Buyer Portal: invoice and payment views are up to 54% faster

ADDITIONAL ENHANCEMENTS

• Include Standalone Vendor Debits in Your Daily Batch: Vendor debits that aren't tied to a specific transaction, such as adjustments or fees, can now be included in your daily batch and consolidated alongside regular payouts into a single net settlement per vendor, streamlining vendor reconciliation.

• Easily Identify Incoming Transfers with Statement Descriptors: You can now configure statement descriptors for withdrawals from your Balance account to your bank account, making it easier to identify and reconcile incoming funds.