We've received feedback that the way we display Tax information in Invoice Detail PDF is redundant. We've cleaned up the PDF to make it more streamlined, as well fixed some formatting issues.

Before the Update

After the Update

We've updated Sales Order Detail Page Payment Sidebar Widget to indicator if the customer has credit that they can use towards the order.

We've fixed a couple of bugs around the Approval Sidebar Widge in Sales Order Detail Page. Most of the bugs comes from the Real-Time nature of our software. Here is what we fixed.

1. Creating a new Approval Request from the sidebar fails with an error. This has been fixed.
2. If the request you are editing has been approved or removed from another device, we will automatically dismiss the dialog indicating changes are no longer possible.
3. If the request you are trying to approve has been approved or removed from another device, will automatically dismiss the dialog indicating changes are no longer possible.
4. If you are trying to create a new Approval Request but one has been created from another device, will automatically dismiss the dialog indicating creating a duplicate approval is not possible.

We've updated Customer Portal to sort Sales Order and Quotes by Issue Date, putting the newer orders on top instead of at the bottom. We've also added the Issue Date column to the list page to make this more obvious. The new column is sortable.

We fixed a minor UI issue in customer portal where the components are offset slightly.

The Deposit Required was displayed using 3 decimal places. This has now been fixed to use 2 decimal places.

We fixed a bug in Sales Order List Page where hovering over the payment is not showing the payment details.

We had a validation error where entering "0" for tax preset, incorrectly shows the field as invalid. This is now fixed.

When creating a multi-package shipment label using Shippo, we are mistakenly adding the Shipping cost once per package shipped. This has been corrected now.

In some cases, the start date and due date get swapped causing validation error on our server. We now check for the swapped date and automatically correct it for you in the UI.

You can now copy a direct link to the Sales Order for the Customer Portal and pass it to your customer using your preferred method of communication. While you can achieve something similar using our messaging system, we understand the convenience of easy to copy link.

We had a bug where if you searched for an order using the search bar and then tried to delete it, the deletion will fail silently. This is now fixed.

We have addressed all edge cases in the sales order sync, making it significantly more stable now.

Here are the bugs we fixed:

Refunded Order Payment Sync Error

Invoice Update Error

We have fixed the following issues:

• Handling Invoices with Duplicate DocNumber: We will now append 'yp' to the invoice number. You can change the invoice ID, and the QuickBooks Invoice DocNumber will be updated accordingly.

• Handling Payment Sync: Fixed an issue where payments were not syncing correctly.

• Handling Tax Mapping: You can now map your custom tax to the corresponding tax, and we will honor it.

• Validation Added: If you attempt to sync an invoice with a tax amount greater than zero to a Zero-Rate QuickBooks tax, an error will be thrown. You can resolve this by updating your tax mapping in the QuickBooks settings page.

When cloning a job in Sales Order from a previous Job, the start and end dates are not being adjusted if the job didn't have any tasks. This is now fixed.

We previously displayed tax percentage as "7.000" or "7.00" depending on whether the order was created in V1 or V2. We've updated this to display it as just "7" as it was in V1.

We've added the missing "Order Label" field in the Invoice List Page.

We've added the missing "Shipping Type" and "Customer" value in Shipment List Page.

Saving a shipment with a Shipping Cost fails if the Shipping Cost has decimal points. We've now fixed this issue.