customer, self-service, shopping cart, signup, payment methods, assets, groups
Payment widget refresh – Clearer labels, helpful tooltips and better-sized input fields on the payment widget.
Invoice numbers in CSV upload – Customer CSV uploads can include invoice numbers.
Customers can once again be moved from Inactive back to Active without issues.
Self-service payment-method settings made by an administrator are now applied correctly.
Address fields on payment methods show the correct country layout, and replacing an address no longer throws.
Widget address handling corrected and duplicate payment methods prevented.
product and contract offerings, charges, rating
Pricing tiers are validated so that the from quantity cannot exceed the to quantity; impossible tiers are rejected rather than breaking the billing run.
orders, activities, expiry, MRR changes
MRR by order line – Monthly recurring revenue history is now recorded per order line item rather than per order, giving a more precise picture of changes over time.
MRR ledger reliability – Ledger writes are batched, locking conflicts resolved, and a ledger failure can never abort a billing run.
Order audit history – Every change to an order or order line is captured in the audit history, including which billing run produced it.
The next billable date can no longer be set before the order start date.
Updating a renewal price through the API no longer changes the order end date.
invoices, templates, billing runs, tax, late fees
Billing run recovery – Interrupted or stuck billing runs now recover on their own, with a clear status for superseded runs and persisted run parameters.
Faster parallel billing – Lock-timeout errors during parallel runs have been eliminated, each customer reports a heartbeat during consolidation, and empty runs complete immediately.
Billing run verification – After each run the system confirms that everything expected was billed and paid, and emails a summary.
Isolated order failures – A problem with one order no longer stops the rest of the billing run; failures are recorded for review.
Asynchronous batch print – Batch invoice printing now runs in the background, with a Recent Batch Print page to collect the output.
Avalara V2 – The Avalara integration now uses the V2 API.
Canada tax – The tax-exempt type is now a free-text field.
Autopay now runs correctly on parallel billing runs.
Resolved several billing-run errors.
Invoices can be edited after a payment is reallocated, and the duplicate Edit button is removed when shipping is enabled.
Surcharge invoice numbering with a custom prefix fixed.
Invoice payment status is repaired on approval for invoices with payment history.
Pay-without-login invoice links fixed.
payments, processors, batch payments, clearing, disbursements
Dual processor – Organisations can run two payment processors at the same time. Payment methods stay in sync across both, refunds go back to the original processor, and second-processor changes are noted on the customer.
Clearing documents – A new clearing-document type on payments, with view and confirm screens and statement clearing. [link]
BluPay ACH returns – Returned ACH payments are processed automatically.
Consistent payment screens – Payment, credit and refund screens now share the same wording and buttons.
Autopay report – The report now includes disabled payment methods and methods held on a second processor.
Resolved dual-processor issues with signup, payment-method ordering, refunds and disabled processors.
Corrected BluPay payment-method delete/replace.
Refund cancellation now records the invoice payment when the amount equals the outstanding balance.
Resolved processor-specific issues with Litle and Intuit.
QuickBooks, Salesforce, reconciliation, callbacks, marketing, reports
QuickBooks reconciliation – Improved matching of credits and missing invoices, plus a customer-level reconcile page.
Event API – Events and event counts can now be retrieved by description and type.
QuickBooks credit handling is more accurate: no over-application, correct treatment of mixed cash-and-credit payments, sibling credit applications preserved, and zeroed credits no longer export a journal entry.
Reverse-credit export to QuickBooks fixed.
Salesforce exports no longer fail with duplicate-value errors, and ACH routing numbers validate correctly.