5.1.7 Release Notes

Billing Contact
- If Billing Contact is different than Customer, then Billing Contact will now receive quotes, invoices, and contract via email or SMS.
Surcharge Settings in Prohibited States
- Businesses located in Connecticut, Maine, Massachusetts, or Oklahoma are prohibited from charging credit card fees to its customers. If the global settings under Payment tab has ‘Apply Credit Card Fees in Invoice and Completion Certificate’ activated, then the location state on the invoice will determine if credit card fees will be applied. If a business has multiple locations in various states, then this restriction will only apply to locations in the prohibited states.
Debit Card Surcharges
- Surcharges are prohibited for debit cards. Businesses and its customers now have the option to select ‘Debit Card’ when processing payments.

Functionality for Calendar Links on Edit Task has been restored.
Removing a secondary sales person will update the commission percentage for the primary sales person.
Customer Referral Name is now displaying properly.
B2B products will now properly convert from SQ YD to SQ FT when importing.