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Latest product updates

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Leigha Walker
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MC Professional is constantly improving, and we continuously roll out updates to all customers as we complete them. Below, you'll find a history of recent updates. You can also visit the following links to: 

October 2026

Important note: Updates described below are part of this release but are being rolled out gradually across organizations, so they may not be available in your account right away.

Introducing Momentive UI: A refreshed look for MC Professional

MC Professional is getting a new look that matches the rest of the Momentive suite. To start, we've updated the navigation, header, Dashboard, and Profile pages. Navigation structure and functionality are unchanged.

Momentive UI is rolling out in phases. Phase 1 includes the updates below.

What's new

Navigation and header

  • Collapsible left-hand navigation. Menu items are ordered by the most frequently used areas, so the tools you use most are easiest to reach.
  • New MC Professional logo and branding.
  • Profile badge. The header now shows the administrator who is logged in. Select the badge to go directly to your own profile without searching the database. This is helpful if you manage multiple accounts.
  • Cleaner header search. Advanced profile search has been removed because it duplicated other functionality. To find profiles, select Profile List.

Admin home page

  • A refreshed Membership Dashboard with membership numbers that are easier to scan at a glance.

Admin profile view

  • A refreshed layout for individual, organization, and linked profiles.
  • Key information is grouped into three cards, with Attributes, Membership, and History tabs.
  • Linked profiles now display a Linked profile badge.
  • Unset ASA (Authorized Service Administrator) is now available from the main Actions tab.

New payment processor: CardPointe by Fiserv

MC Professional now supports CardPointe by Fiserv as a payment processor. See Integrating with CardPointe by Fiserv for more details.

Bug fixes

  • Fixed several issues with the summary screen and section on the new forms UI.
  • Fixed an issue that prevented users from uploading files in Committees.

June 2026

Payroc and NMI security update

We’ve updated our Payroc and NMI payment processor integration to support their enhanced security standards. Payroc and NMI are phasing out username and password API authentication for Security Keys.

What you need to know

  • If your gateway currently uses a username and password, you must switch to a Security Key before November 30, 2026.
  • If you update and save your payment processor settings for any reason before the deadline, you must enter a Security Key.
  • Updating your connection will not remove or affect any stored payment tokens (auto-renewal payment data).

Next steps

Generate an API Security Key in your NMI/Payroc portal (Home > Settings > Security Keys), then paste it into the new Security Key field in your MC Professional payment processor settings.

Editing invoices: Clearer revenue account fields

Revenue account fields on invoice line items are now easier to read and interact with:

  • When no revenue account is assigned to a line item, "None" appears as the default and is now selectable.
  • Available options display in black and unavailable options are grayed out, so you can see at a glance what's selectable.

Bug fixes

  • Fixed an issue that prevented admins from deleting line items tied to event registrations.
  • Fixed an issue where voided credit memos would stay connected to their parent invoice’s refund table, and remained a contributor to the total refund amount.
  • Fixed an issue that prevented admins from editing an invoice with a partial discount applied.

May 2026

Invoicing: Edit offline payments and revenue accounts

Administrators can now update both revenue accounts and offline payment details on invoices. These features allow you to correct accounting and record-keeping errors without having to void the invoice.

Key features:

  • Edit revenue accounts: Change the revenue account for line items on all Paid and Open (unpaid) invoice types.
  • Edit offline payments: For invoices paid offline, you can now edit the Payment Type, DateReceived, and Reference/Check #.
  • Track changes on the Activity Log: Every change is recorded in the invoice Activity Log, including the original value, the new value, who made the change, and when.

Re-added the “Copy link to invoice” button from the Submission list

When viewing invoices or credit memos from a form's Submission list, we've added back the Copy link to invoice button that was missing from our latest invoice redesign. You can use this button to easily share the invoice or credit memo URL with members or admins, which links to the document on your website.

Bug fix

  • Fixed an issue when editing invoices where the Trash can (delete) icon didn't display next to line item connected to form submissions.

April 2026

Edit form-generated invoices and credit memos (refunds)

You can now edit Open (unpaid) invoices generated through form submissions (such as events and memberships) and credit memos (refunds) issued from these invoices. This makes it easier to fix any mistakes in data entry by admins or your members, without starting over.

Feature overview

  • Edit descriptions, addresses, and notes on invoices for event registrations and member renewals.
  • Clearly identify if a Forms invoice has been edited with a helpful banner.
  • View changes in the Activity Log, allowing you to see who made the edit and when.

Better refund and discount tracking

We've updated the Refund invoice window, which you can access from the REFUND button on an invoice, to make it easier to read. Now you can see the discount for each item in its own column, the amount already refunded, and the total refund amount based on your entries in the table. We've also updated the interface to make it clear that you can’t refund more than the total amount of a line item.

Plus, we’ve reworded the descriptions for discount line items on invoices to make them easier to read and understand how they affect the total invoice amount.

More info Refund process

Windowed envelope support

Our PDF invoices have a new look. We’ve adjusted the design so the recipient's address lines up with the window on a standard #10 envelope.

Bug Fixes

  • Fixed an issue where credit memos would display an empty Transactions section.
  • Fixed an issue where logos uploaded by admins looked different when viewed by members in their profiles.
  • Fixed a label error that showed the wrong information when a user renewed their membership using a form.

March 2026

PO numbers included in transaction report exports

Transaction report exports now include a dedicated column for Purchase Order (PO) numbers. When a PO number is associated with an invoice, it will automatically appear in this column in the exported file.

Improved discount visibility on invoice line items

The description text for invoice line items has been updated to clearly identify discounts applied through form submissions. This change helps users quickly distinguish between standard line items and applied discounts.

Standardized invoice display on the Submission List

The invoice viewer on the Submission List screen has been resized to ensure a consistent layout across MC Professional.

Bug fixes

  • Fixed an issue on the Contact Center where the Merge Tag dropdown did not display correctly when accessed from a Paragraph module.

February 2026

Important note The new features mentioned as part of our February 2026 release relate to our ongoing improvements to the Financial module. These features are gradually being rolled out to all accounts. So, they may not be immediately available to you

Edit ad hoc invoices and credit memos with an open status

Now you can edit open (unpaid or unsettled) ad hoc invoices and credit memos without voiding them and starting over. With this new feature, you can:

  • Change the invoice's Created Date and Due Date.
  • Edit descriptions of line items, the address the invoice is billed to, internal comments, and external notes that the recipient can see.
  • Add or remove line items from an invoice before it's paid.
  • See admin changes recorded automatically in the Activity Log, making it easy to track updates.

Add Purchase Order (PO) numbers to ad hoc invoices and credit memos

When creating or editing open (unpaid or unsettled) ad hoc invoices and credit memos, admins can add a PO number to improve their record keeping. This PO number will be displayed on the invoice itself, allowing both admins and members to easily reference it. If a PO number isn't included, this field won't be shown.

View an improved look and feel for all invoices and credit memos

We’ve improved the design of all invoices and credit memos so admins and members have access to a design that’s easier to read and use.

  • For members: A modern design that makes it simpler to view and pay bills online.
  • For admins: A reorganized toolbar. Invoice and credit memo specific tasks like Pay, Void, Settle and Download are now easier to find, while actions available for every financial document (like accessing the Activity Log) are included in a dropdown menu.

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