SnapRefund v4.1.0 is Live

Check Intelligence, Recurring Payments, Reliability Fixes

ClaimsSnap Updates ‍

Check Intelligence: Cashed and Uncashed Tracking

ClaimsSnap senders can now see which paper checks have been cashed and which are still outstanding, using transaction monitoring on trust accounts. This gives senders real-time visibility into check status without manually reconciling bank records.

Recurring Payments for ClaimsSnap

Merchants can now configure refund or payout-style payments to repeat on a chosen cadence, such as weekly or monthly, eliminating the need to manually re-initiate recurring disbursements.

Minimum Fee Controls for Venmo and RTP

Admins can now configure a minimum fee for both Venmo and RTP payments directly from the dashboard, ensuring contracted transaction fees are consistently enforced regardless of payment size.

OFAC Validation Now Tied to Fee Management and Billing

Merchants with OFAC screening enabled are now charged a configurable flat fee per check, managed through Fee Management and reflected on billing statements.

Default Branding Updated to Green

New accounts now use the green ClaimsSnap brand color by default on payment and receiver-facing pages, replacing the previous black default.

Cancellation Email Revisions

Payment cancellation email templates have been audited and updated for accurate, on-brand copy and dynamic fields. Recipients now also receive an email notification when a sender cancels a pending payment, instead of discovering the cancellation only through an expired payment link.

Wallet UI and Transaction History Improvements

The Wallet page layout has been updated for consistent width and cleaner alignment with other application settings pages. Users can now also filter by date range when exporting transaction history.

AgentSnap Updates ‍

Clearer Paper Check Setup Copy

The paper check setup step now uses clearer language that distinguishes the owner or controller's SSN from the business EIN, reducing confusion during onboarding.

Per-Step Validation Improvements

Business name length and zip code/state matching are now validated earlier in the sign-up flow, at the business info and location input steps respectively, instead of failing late at paper check signing. Disallowed special characters in business names are now blocked at entry as well.

Platform-Wide Updates ‍

Reliable Account Approval and KYB Emails

Account approval and KYB verification emails are now sent reliably when a user's account is approved in the admin dashboard or verified through the KYB process.

Non-Prod Email Environment Tagging

Outbound transactional emails from staging and test environments now include a visible environment label, preventing confusion during triage.

Terms of Service Updated to v4

The shared in-app Terms of Service page has been updated to the v4 legal version, covering all SnapRefund platform domains.

Guest Account Fixes Across Platforms

Guest accounts created from collect-payment links are now correctly scoped to the platform the recipient is on, fixing login failures when switching between ClaimsSnap and AgentSnap.

Bug Fixes ‍

Mass Payments CSV Parsing No Longer Gets Stuck

Uploading a Mass Payments CSV with invalid rows no longer traps users on the "We're parsing your file" screen in an infinite loop; errors are now surfaced appropriately.

Mobile OAuth Bank Linking Fixed

Users on mobile Safari and Chrome can now complete OAuth bank linking for major banks, including Chase, Bank of America, and Wells Fargo, without getting stranded mid-flow.

Pending Micro-Deposit Banks Now Visible

Banks awaiting micro-deposit verification now appear on the collect-payment page, preventing infinite "Add Bank" retry loops.

Clearer Errors on Expired Payment Links

Users clicking expired payment links now receive a clearer message when a payment has been cancelled or settled, instead of a misleading "Token not found" error.

Funding Source State No Longer Leaks Across Accounts

Switching accounts no longer briefly shows the previous account's connected bank on the Send Payment page until a hard refresh.

Direct Payment Notification Routing Fixed

Recipients clicking direct payment notifications are no longer routed to a payment method selection page that incorrectly threw an "Invalid merchant id" error.

Invoice and Webhook Accuracy Fixes

Monthly invoices now correctly label RTP transactions as RTP instead of ACH. The public API's invoice status webhook now sends human-readable status names instead of numeric codes. The Remit Premium modal in the AgentSnap Invoice tab no longer shows extra commas and spacing in its copy.

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Summary

Version 4.1.0 brings new visibility and control to both platforms: check intelligence for outstanding paper checks, recurring payments for ClaimsSnap, and minimum fee enforcement for Venmo and RTP, alongside earlier, clearer validation in AgentSnap onboarding and a broad set of reliability fixes spanning Mass Payments, mobile bank linking, and account state management. This release continues SnapRefund's focus on payment accuracy, operational clarity, and a consistent experience for senders, recipients, and admins alike.

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