All Announcements

July 10th Release

Release Notes
New Feature

 

Features

This release features beta launch of Invoice PDF Priority Settings, which allows you to set priority order for invoice PDFs. Some clients, in particular MSPs, have the ability to invoice from multiple different systems. Invoice PDF Priority Settings allows you to choose the priority order for invoicing, when multiple systems are possible.

This release also features several other updates.

 

Screenshot 2025-07-11 at 2.01.34 PM

 

  • Merchants can set an order of priority for invoice PDFs when they have a PSA and the Datagate Integration enabled (Beta) - contact support for access to the early Beta
  • Added a "View Payment PDF" button in the transaction details pop up for QBO merchants

 

 

Fixes

  • Fix issue when merchants were paying with a new card using Stripe in the merchant portal
  • Email Sent History visible for all companies
  • Fix to ensure accounting emails are imported with portal access enabled by default
  • Fix a typo on the submit button in quoter integration
  • Improved browsers content security policy for all areas of the application
  • Fix issue with content security policy blocking Halo SSO logins