Performance Improvements- Customer Payments Grid — Faster Loading: The customer payments grid now loads more quickly, especially for accounts with large payment histories.
- Customer Payments Reports — Faster Loading: The All Customer Payments view and grouped payments reports now load more quickly.
Bug Fixes- Card Payments via Email and SMS Now Complete Reliably: Customers were intermittently seeing timeout errors when entering card payments via email or SMS payment links. Card payments now complete reliably.
- Payment Terms Now Sync Correctly to QuickBooks Online: Inventory PO bills were syncing to QuickBooks Online with incorrect due dates, and payment terms (e.g., Net 30) were not being passed through. Payment terms now sync correctly and due dates reflect your configured terms.
- White-Labeled Product Names Now Display Consistently on Work Orders: White-labeled product names now appear correctly on both the invoice and the work order.
- Labor-Only Work Orders No Longer Flagged as "Ready to Order": Repair or labor-only quotes with no materials were being auto-marked "Ready to Order" after the customer signed, with no way to clear the status. This no longer occurs.
- Contractor Payment Type Filter Now Works in the Transactions Report: The Transactions report (Reports > Accounting > Transactions) now returns correct results when filtered by contractor payment type.
- Outbound SMS Now Shows a Clear Message When the Character Limit Is Exceeded: When a customer SMS is too long to send, a specific explanation now appears instead of a generic error.
- Dashboard Loads Correctly When Data Is Temporarily Unavailable: An issue that could prevent the Total Jobs, Sales, and Avg Profit dashboard tile from rendering has been resolved.