Guess Who's Back? YoPrint Updates!
Jun 23, 2025Customer Balance Statement
Say goodbye to the hassle of tracking pending and overdue invoices! We're excited to announce a new feature designed to make your payment collections smoother and more efficient: the Customer Balance Statement PDF.
This powerful new tool allows you to quickly generate and print a comprehensive list of all outstanding invoices for each customer. This means bulk payment collection becomes an absolute breeze!
But that's not all – we've also empowered your customers! They can now print their own copy of their Customer Balance Statement directly from the Customer Portal, giving them immediate access to their invoice details.
Get ready to streamline your collection process and enhance your customers' experience!
Custom PDF Template
Big news! We've made it super easy for you take complete control over the design and content of your PDFs. Our goal is to help you elevate your brand presence and streamline your operations.
Here's what this means for you:
- Elevate Your Brand: Easily add your logo and company colors, ensuring all your documents—from quotes to invoices—consistently reflect your professional image. Your papers will always look sharp and distinctly yours.
- Enhance Clarity: Present information in a way that's easy to grasp for everyone. This helps cut down on misunderstandings, keeping both your customers and your team perfectly aligned.
- Boost Efficiency: Design your document layout once, and YoPrint will automatically populate it with all the correct details. Say goodbye to repetitive typing and hello to more efficient workflows!
We've Squashed Some Bugs!
- We fixed a bug where the Order Approval Status in the sidebar was displayed inconsistently.
- We fixed a bug where assignments of departed team members to Customers or Tasks remained unchanged. You can now see who it was assigned to, with the option to remove them.
- We fixed a bug where sorting on a list page would incorrectly query the current page number.
- We fixed a bug that prevented task creation if the date field was left empty.
- We fixed bugs where adding a previous job didn't correctly load or display line items on the Sales Order Create Page.
- We fixed a bug for a QuickBooks Log Alignment issue.
- We fixed a bug where the SanMar Inventory Count was reporting incorrect numbers.
- All Shipment PDFs have been fixed to properly take Brand Profiles into account.
- We fixed a bug where US phone numbers with area code 227 were mistakenly flagged as "invalid phone number."
Because he was feeling too bugged down by all their issues! Hope these bug fixes make your day less "buggy"!