Latest Updates - Releases and Fixes for January 30th, 2026

We're ending the month right, with another release. Similar to last week, there's some new customization features that make it easier for you to run your business the way you need to.

Here's what you need to know.

Skip the Surcharge by Amount

You can now the configure "skip the surcharge by amount" at the individual customer level. Customers can still inherit this setting from their parent profile or company settings, but you can also set custom thresholds for each individual customer.

Single Customer Account Summary

Another cool little feature is the ability to send account summary emails to individual customers directly from the customer page. This is a real time saver over the prior method of doing it.

Clearer Wording

We've also updated labels to be more understandable: "Allow customer to choose whether they save their payment method", "Always surcharge this customer", and "Always auto process regardless of amount".

Customer Email in the Pay Now Links

Pay Now custom links now support passing and pre-filling the customer email, improving the payment experience.

New

• Improved error handling for accounting integrations
• Updated Xero OAuth URL per Xero's requirements

Fixes

• Fixed an issue preventing Halo PSA customers with "Can View Invoices" permission from accessing the customer portal.