customer, self-service, shopping cart, signup, payment methods, assets, groups
CSV import – A new, simpler CSV upload for customers, orders, products and payments. Invoice numbers can now be included in the file.
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 refresh – Clearer labels, helpful tooltips and better-sized input fields on the payment widget.
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 now show the correct country layout.
Resolved errors on the widget payment screen and prevented duplicate payment methods and payments.
Search results no longer overflow the page on long names or addresses.
product and contract offerings, charges, rating
Pricing tiers are validated so that the from quantity cannot exceed the to quantity.
A percent-of-invoice charge can no longer be edited when it is the only charge on an invoice.
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 roll-forward report – The MRR report now rolls balances forward from period to period.
Order audit history – Every change to an order or order line is now captured in the audit history, including which billing run produced it.
"Update all active orders" now copies due dates correctly and updates invoice text as expected.
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.
Order numbers are limited to 20 characters to prevent save errors.
Usage activity uploads and deletions behave correctly.
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Billing run recovery – Interrupted or stuck billing runs now recover on their own, with a clear status for superseded runs and a re-run option for manual batches.
Faster parallel billing – Lock-timeout errors during parallel runs have been eliminated 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.
Autopay now runs correctly on parallel billing runs.
Resolved several billing-run errors and corrected the billing-run error screen layout.
Invoices can be edited after a payment is reallocated, while draft invoices with applied payments are protected from editing.
Prorated invoice details, surcharge invoice numbering and the year format in dates display correctly.
Cancelled invoices now appear in the audit history.
Zero-amount payment links remain available for invoice credits.
Corrected tax-rate calculation issues in the Avalara integration.
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 the feature can be switched on or off in configuration.
BluPay ACH returns – Returned ACH payments are processed automatically, and BluPay payments now include Level 3 data.
Clearing documents – A new clearing-document type on payments, with view and confirm screens and statement clearing. [link]
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 and refunds.
Corrected BluPay ACH payment handling and payment-method delete/replace.
Refunded payments can no longer be reallocated, and refund cancellation records correctly.
Fixed timeout errors when processing expired payment methods.
Resolved processor-specific issues with Litle, Intuit and Tilled.
QuickBooks, Salesforce, reconciliation, callbacks, marketing, reports
QuickBooks revenue recognition – The invoice date is sent as the Service Date on QuickBooks invoice lines when revenue recognition is enabled.
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, and no duplicate journal entries on refunds.
Payments cancelled in BluBilling are no longer re-imported from QuickBooks.
Payment export to QuickBooks now creates missing payment methods and passes the ACH payment type.
Salesforce exports no longer fail with duplicate-value errors, and ACH routing numbers validate correctly.