new
Week of 8/24
Improvements
Turn off contact imports from Business Central
If contacts coming over from Business Central are creating records you don't want, we can now switch that import off for your account while keeping invoices and payments flowing. Reach out to support and we'll flip it for you.
Bug Fixes
Correct invoice imports when numbers repeat across systems
On a ConnectWise and QuickBooks Online full sync, an old QuickBooks invoice that happened to share an invoice number there could be times the same invoice number caused confusion. Usage of the same invoice number is now operating as expected.
Business Central invoices with credit lines import
An invoice with a negative quantity or amount, like a credit or an adjustment, used to stop the whole invoice from importing. Those lines are now handled and the invoice comes through.
Notes in the email field no longer break customer setup
When a customer record had free text like "CC ON FILE" sitting in the email field, saving a payment method for that customer failed. We now validate the email before sending it to the processor.
Styling cleanup across the app
We fixed mis-styled tabs and a mangled links section on the Customers list, including the Client Payment Portal and Client Onboarding Form links, plus similar issues on Merchant Settings, Customer Settings, and the Payment Methods step of Customer Registration.