Invoice and order documents now include their payments, taxes, jobs, and shipment-linked items when those details are present.

PDF and Purchase Order links now follow the matching Sales Order or Quote after an order changes type.

When an order type cannot be identified, global search no longer opens it as a Sales Order.

Admin and Customer Portal Sales Order and Quote lists now show only supported Sales Orders and Quotes.

When a job has an invalid service configuration, blocked Product, Custom, Fee, and Recalculate actions now show why and link to the job editor.

Open a quote and choose Invoice to create its invoice directly, without converting it to a sales order first.

If you convert the order later, its existing invoice remains attached to the same order.

Quotes can now create and keep a shipment for planning. Create Label and Add External Package stay unavailable until you convert the quote to a sales order.

After conversion, the shipment stays attached to the same order, and Create Label and Add External Package become available.

If creating a shipment times out or shows a server error, retrying now keeps one shipment instead of creating another.

If a later shipment save fails, the form warns you before closing so you can acknowledge what was saved.

If YoPrint cannot confirm the result, the form stops another retry until you review the shipment list first.

Incoming Purchase Order details now show the correct catalog product for current and older catalog inventory records.

Catalog downloads with an error or incomplete data no longer partially import or report success.

Inventory CSV imports now accept catalog IDs with provider prefixes, while duplicate or missing rows return an import error instead of failing unexpectedly.

Inventory details now open catalog products correctly.

Repeating a stock-adjustment batch no longer applies the same adjustment twice.

After an order changes between quote and sales order, Admin links now open the matching detail and preserve the active search; Customer Portal links open the matching detail.

Invoice details in the Customer Portal now open across invoice history, including invoices for standalone items without a job.

Simple percentage values now reject fractional or negative input.

Discounts above 100% are now rejected.

Price-based tiers keep their exact decimal values and reject duplicate thresholds.

Flat markup tables now use money values.

Changing a pricing group now recalculates the related job, order, invoice, and shipment totals together.

Product and service pricing rules now honor their enabled settings, while catalog default markup remains available when no rule applies.

Invoice lines now include the service price once, keeping invoice and order totals accurate.

Catalog-product prices now use the product cost when the default markup fallback applies.

Profit, deposits, and payment totals now follow the selected pricing group, and an existing payment is not lost when an invoice is created during repricing.

Manual prices and enabled service rules are respected, while rules that do not apply no longer leave an older price behind.

Pricing details no longer show an outdated rule explanation when a manual or customer price is used.

The Customer Portal no longer intercepts normal keyboard input.

When you clone an order, job, invoice, or shipment, YoPrint now keeps item quantities in sync in the new record.

When you turn Auto Invoice back on, YoPrint removes the manual invoices after the existing warning, creates a new managed invoice, and assigns the existing payments to it once.