customer, self-service, shopping cart, signup, payment methods, assets, groups
CSV import rebuilt – A new, simpler CSV upload for customers, orders, products and payments. Invoice numbers can now be included in the file, and large batch uploads no longer fail part-way.
Customer balance view – The customer page now shows balance totals and lets you run a health check on a single customer, with export to Excel.
Balance reconcile report – A new report that checks a customer's balance against their full transaction history.
Payment widget – First and last name are captured when adding a payment method, and the widget prevents the same payment from being submitted twice.
Resolved errors on the widget payment screen.
The system now correctly recognises when a newly added payment method is the customer's first one.
Fixed a "no signature found for customer" error on customer lookups.
product and contract offerings, charges, rating
No changes in this period.
orders, activities, expiry, MRR changes
MRR change tracking – MRR changes made during a billing run are recorded as system events, and an event is fired whenever an order changes through completion or renewal.
MRR roll-forward report – The MRR report now rolls balances forward from period to period.
Order numbers are limited to 20 characters to prevent save errors.
Usage activity uploads handle bad rows gracefully and the delete action no longer reloads incorrectly.
"Update invoice text for all existing orders" works again.
invoices, templates, billing runs, tax, late fees
Billing run visibility – Billing run details are written to the event log, and manual runs record their effective run date.
Fail-over re-run for manual batches – Manual batch processes can be re-run automatically on the alternate server if the first attempt fails.
Draft invoice protection – Draft invoices that already have a payment applied can no longer be edited.
Single-customer billing runs now consolidate orders after the run.
Billing run error screen layout corrected.
Full invoice text is shown on the edit page, and prorated invoice details display correctly.
Cancelled invoices now appear in the audit history.
A percent-of-invoice charge can no longer be edited when it is the only charge on an invoice.
Year format in generated dates corrected (calendar year instead of ISO week year).
Tax status is always marked active after a successful tax commit.
payments, processors, batch payments, clearing, disbursements
BluPay processor rebuilt – Tokenisation, payments and refunds re-implemented on the latest BluPay API, with duplicate-token handling and Level 3 data in the payment payload.
BluPay ACH payment handling corrected.
Refunded payments can no longer be reallocated, and cancelling a refund no longer throws errors.
Tilled responses containing special characters are now stored correctly.
QuickBooks, Salesforce, reconciliation, callbacks, marketing, reports
QuickBooks webhooks – Support for Intuit's new CloudEvents webhook format.
QuickBooks export creates missing payment methods, passes the ACH payment type, and no longer creates duplicate journal entries on refunds.
QuickBooks import ignores transactions already synced when a payment is refunded or cancelled, preventing duplicate records.
Salesforce refresh-token error fixed.