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Q4 2025 Release Notes

Period: October– December 2025
Audience: Fortis customers, partners, and ISVs
Published: January 2026
Location: Fortis Resource Center

Apple Tap to Pay on iPhone – Expanded Capabilities

Who this is for
Merchants, Partners, ISVs, Mobile Users

What’s New

  • Tap to Pay on iPhone enabled across Merchant Portal Mobile
  • Support for salesauth-only transactions, and refunds
  • Hardware-free contactless payments directly from iPhone

Summary
In Q4, Fortis significantly expanded its Apple Tap to Pay on iPhone offering, delivering a complete, hardware-free in-person payment experience. Merchants can now accept contactless payments, issue refunds, and manage Tap to Pay transactions directly from the Merchant Portal Mobile app—without additional devices.

Enhancements to onboarding flows, device compatibility detection, and user permission controls help merchants adopt Tap to Pay quickly and confidently.

Impact

  • Faster merchant adoption of contactless payments
  • Improved compliance and reporting accuracy

Merchant Portal – Refunds & Post-Transaction Controls

Who this is for
Merchants, Finance Teams, Support Teams

What’s New

  • Credit card, ACH, and cash refunds on settled transactions
  • Full and partial refunds with surcharge handling
  • Refund initiation from transaction history, reports, and batch views
  • Clear validation, inline errors, and real-time status updates

Summary
Fortis expanded refund capabilities across the Merchant Portal, giving merchants greater flexibility and control after transactions settle. Refunds can now be initiated directly from multiple reporting and transaction views, with consistent handling across payment methods.

Enhanced validation and real-time feedback help prevent errors, while improved surcharge rounding ensures refund totals remain accurate—even across multiple partial refunds. These updates simplify exception handling and reduce the need for back-office intervention.

Impact

  • Faster issue resolution for merchants
  • Improved financial accuracy and transparency
  • Fewer support escalations related to refunds

Self-Service & Account Management Improvements

Who this is for
Merchants, Partners, Customer Support Teams

What’s New

  • Expanded self-service request capabilities
  • Improved merchant-facing status messaging
  • Enhanced request history and audit visibility
  • New APIs for account changes and signer updates

Summary
Q4 introduced major improvements to Fortis self-service workflows, making it easier for merchants to submit and track account changes without relying on support. Status messaging was refined to provide clearer, more accurate updates throughout each request lifecycle.

New APIs and UI enhancements improve transparency into request history, document uploads, and approvals—while maintaining the same security and validation standards merchants expect.

Impact

  • Faster turnaround on account changes
  • Better visibility into request progress
  • Reduced support dependency

Partner Portal & Agent Application Enhancements

Who this is for
Partners, ISVs, Sales Teams

What’s New

  • Expanded APIs for managing applications, products, and equipment
  • Real-time pricing and product summaries
  • Improved validation and save/continue workflows
  • Cleaner, more consistent application experience

Summary
Fortis continued to invest in partner tooling with enhancements that streamline agent application creation and management. Partners can now update products, equipment, and payment settings more easily through APIs and improved UI workflows.

Real-time summaries and smarter navigation reduce errors during application submission and speed up merchant onboarding.

Impact

  • Faster application completion
  • Fewer submission errors
  • Improved partner efficiency

Security, Stability & Performance Enhancements

Who this is for
All Users

What’s New

  • Security vulnerability remediation across platforms
  • Improved logging and error handling
  • Performance optimizations for APIs and background jobs
  • Platform stability fixes across portals and mobile apps

Summary
Throughout Q4, Fortis maintained a strong focus on platform reliability and security. Improvements were made to strengthen data protection, enhance logging, and optimize system performance across web, mobile, and API surfaces.

These changes support a more stable experience for merchants and partners while laying the groundwork for future enhancements.

Impact

  • Improved platform reliability
  • Stronger security posture
  • Better overall user experience

Fortis API Information

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Q3 2025 Release Notes

Period: July – September 2025
Published: October 2025
Audience: Fortis Customers, Partners, and ISVs
Location: Fortis Resource Center

Highlights at a Glance

  • Apple Tap to Pay on iPhone is now live — merchants can accept contactless payments directly on iPhone with no additional hardware.
  • Expanded device platform to PAX with Fiserv certification improves reliability across production hardware and deployment templates.
  • New Data Hub automations simplify file ingestion, reconciliation, and reporting across platforms.
  • ERP integrations enhanced — improved ACH handling, multi-location support, and configuration updates for Sage Intacct and NetSuite.
  • Portal self-service tools expanded with streamlined merchant onboarding and maintenance request flows.

Merchant & Partner Portals

Merchant Portal: Self-Service Request Menu/Bank Account Updates

Who is this for: Merchants using Wholesale, ACH-only, and PayFac services

What’s New:
A new Self-Service Request menu is now available in the Merchant Portal. This feature enables merchants to submit and track service requests, starting with the ability to update bank account information directly through a secure, guided workflow.

Key Highlights:

  • Self-service: Merchants can initiate updates (such as banking changes) without support team involvement.
  • Real-time tracking: Requests can be tracked within the portal for full transparency.
  • Future expansion: Additional request types will be supported soon.

Impact:

  • Faster turnaround for common updates
  • Improved transparency through real-time request status
  • Secure and compliant workflow for sensitive data

Devices & Mobile SDK

Apple Tap to Pay on iPhone

Who’s this for: ISVs, Retailers, and Merchants using iOS devices
What’s New: Contactless payment acceptance on iPhone

Summary:
Apple Tap to Pay on iPhone is now available through the Fortis platform. Merchants can accept in-person, contactless payments using only their iPhone — no extra hardware required. The release includes onboarding workflows, Terminal Profile IDs for Apple environments, and certification alignment with Fiserv & TSYS.

Impact:

  • Hardware-free, modern in-person payments
  • Simplified deployment for ISVs integrating through Fortis APIs

PAX Terminal Certification & Testing

Who’s this for: Field Technicians, ISVs, Support Teams
What’s New: PAX Fortis Terminal App version 1.0.2 is live in the PAX store

Summary:
PAX fortis terminal app is production ready, this offer is featuring parity with the Fortis Ingenico Device experiwnce offering an expanded catalog of devices and software flexibility for ISSV’s and Merchants.

Impact:

  • Flexibility or device offering and software capabilities
  • Additional point of sale options including mobile and countertop devices

Data & Reporting

Automated File Handling and Residual Ingestion

Who’s this for: Operations, Finance, and Data Teams
What’s New: Enhanced DataHub and Data Lake automations

Summary:
Q3 introduced major upgrades to file automation — including auto-unzipping, partner channel mapping, and residual data ingestion for ServeFirst, Omaha, and SmartPay. These automations reduce manual handling and ensure consistent monthly reporting.

Impact:

  • Faster reconciliation cycles
  • Reduced operational overhead

ERP Integrations

NetSuite Enhancements

Who’s this for: NetSuite Users and ISVs
What’s New:

  • Support for payments on “Pending Fulfillment” Sales Orders
  • Enhanced surcharge and deposit handling

Summary:
Merchants can now process payments earlier in the order lifecycle, avoiding workflow interruptions. Deposits now correctly include surcharges for EMV transactions.

Impact:

  • Smoother reconciliation
  • Greater flexibility in NetSuite billing flows

Sage Intacct Enhancements

Who’s this for: Accounting Teams, ERP Admins
What’s New:

  • Automated ACH reject handling and invoice reopening
  • Multi-location Fortis configuration support

Summary:
Returned ACH payments are now automatically reversed with clear reason codes. Multi-location setups let users manage multiple Fortis configurations per entity for different currencies or locations.

Impact:

  • Better ACH tracking and recovery
  • Simplified multi-location management

Enhanced Settlement Data for Transactions & Batches

Who’s this for: Merchants
What’s New: Expanded reconciliation data in APIs and reports

Summary:
The Merchant Portal now provides more detailed settlement data across both transaction and batch views. Users can view processor batch IDs, deposit dates, and settlement statuses directly from the Transactions and Batches pages or through the fortis.tech API endpoints. This improvement improves reconciliation and provides clearer visibility into deposit activity.

Impact:

  • Improved reconciliation and reporting
  • Easier cross-referencing between batch and processor data

Partial Refund Enhancements with Accurate Surcharge Rounding

Who’s this for: Merchants
What’s New: Smarter surcharge calculations for partial refunds

Summary:
Issuing multiple partial refunds is now easier and more accurate. The updated refund workflow automatically calculates remaining balances and surcharges, preventing rounding errors from cumulative refunds. A new “Refund Remaining Amount” button makes processing the final refund seamless.

Impact:

  • Fewer refund discrepancies
  • Improved customer experience during refund processing

Automatic Settlement Matching for Gateway Transactions

Who’s this for: Merchants
What’s New: Enhanced data matching between gateway and processor settlements

Summary:
The Fortis Gateway has improved how it matches gateway transactions with processor settlement records. Updated logic links settled transactions to a gateway transaction, improving downstream reporting.

Impact:

  • Cleaner gateway transaction to settled transaction mapping
  • More accurate reporting and reconciliation

Bug Fixes & Platform Stability

Who’s this for: All users
What’s New & Fixed:

  • Improved session handling in Merchant Portal
  • Fixed display issues on document upload dropdowns
  • Corrected DBA name mapping for KeyBank PayFac merchants
  • Enhanced signature capture for Move5000 devices

Summary:
Ongoing stability improvements ensure a more reliable, consistent experience across portals, terminals, and integrations.

Fortis API Information

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