PW-19337 / PW-19336 – The Payments list page now displays both the count and total dollar value of invoices or payment requests.

PW-18924 – When you create a retainer invoice, you can now link an existing proposals and scheduled payments.

PW-19307 – Removing a customer from a Retainer Invoice now automatically detaches the linked proposal.

PW-19298 – The “Review & Send” button is now replaced by “Receive Payment” button once the Payment Request or Invoice has been sent.

PW-19161 – Users are now prompted about whether or not to include auto-attachments when adding an item to a Standard Invoice.

PW-19363 – Resolved an issue where categories and items wouldn’t display when adding an item to an invoice.

PW-19304 – Resolved an issue where Retainer Invoices showed $0 for the current payment request in the payment schedule.

PW-19306 – Resolved an issue where payment schedule item names in Retainer Invoices were not appearing.

PW-19248 – Clicking the Zoho Deal logo button on a linked proposal now opens the corresponding Zoho Deal in a new tab (in Beta).

PW-19359 – Resolved a syncing issue where updates intended for Zoho Books were routed to QuickBooks (in Beta).

PW-19250 – QuickBooks Online now highlights empty required fields during sync.

PW-18586 – Resolved an issue where viewing status in Portal triggered a “Submitted” event in Zapier.

PW-18783 – The QuickBooks icon within proposals now uses the smart button styling

PW-19118 – The “Pending” tab under Payment Requests now shows all pending and upcoming items based on the Payment Schedule, even if they haven’t been created yet.

PW-19170 – Added a “Receive Payment” button at the top of invoices, so you no longer need to access it from the menu.

PW-19154 – Disabled the “Review & Submit” and “Receive Payment” actions until a client is added.

PW-19187 – You can now select between Standard or Retainer invoice types when creating a new invoice.

PW-19153 – Users are now redirected to the invoice list page after deleting an invoice.

PW-19143 – Renamed the “Location” section in invoices to “Billing Address” for clarity.

PW-19144 – Added the ability to create a new invoice directly on a Contact page in the People module.

PW-19147 – The “Created Date” field in invoices has been renamed to “Invoice Date”

PW-19160 – Clicking an invoice line item opens the corresponding Catalog item in a new tab.

PW-19162 – When adding a Catalog item to an invoice, the system now prompts you to apply auto-attachments.

PW-19158 – Added “Duplicate” and “Remove” functionality to invoice line items.

PW-19230 – Subtotals now display in the Financial Summary section of Standard Invoices.

PW-19157 – Fixed drag-and-drop functionality for invoice line items.

PW-19067 – We enhanced the empty state of proposals with an Add Client button directly in the client section to clearly indicate a client needs to be added.

PW-19062 – The Add Client button within proposals stays visible in the header as you scroll, making it quicker and easier to add a client to a proposal at any point.

PW-19146 – You can now create a new Proposal or Invoice directly from the Contact page in the People section in Portal.

PW-19137 – Added the QuickBooks estimate number for reference to the small tool tip that pops up when you mouse over the QuickBooks icon on a proposal (The icon that appears once you’ve sent a proposal to QuickBooks Online).

PW-19130 – Fixed an issue where some dealers were missing company and stock images when customizing cover pages on Proposals.

PW-19142 – Invoice “Types” (Standard vs. Retainer) are now clearly labeled in the summary view and in the Invoice itself, allowing users to quickly see what type of invoice it is - Standard Invoice, Retainer Invoice, or (Legacy) Payment Request.

PW-19150 – The new “Type” filter on the Invoices summary (list) page allows users to filter the list of invoices by type.

PW-19152 – The “Send” button on draft invoices has been renamed “Review & Submit” to better reflect that a confirmation step follows clicking the button.

PW-19124 – Invoice line items have been reduced in size, to reduce clutter

PW-19163 – Removed the dedicated “Add Labor” button from Standard Invoices, since labor can be added using standard item entry.

PW-19026 – When items are added to a Standard Invoice from the catalog, they’re now visually highlighted in real time, confirming to users that their action was successful.

PW-19127 – Fixed an issue where correct default payment options were not applied automatically based on dealer settings.

PW-19087 – Fixed an issue where the default “Invoice Message” on a new Invoice was not populating correctly. This default message can be set per Company account.

PW-19086 – Due dates on new Invoices now correctly default to today’s date, and can be edited from there.

PW-19088 – Fixed an issue where when creating an invoice from the Proposal using the payment/invoice placeholders below the Payment Schedule, the placeholder was still showing as a future payment even though the invoice had just been created from it.

PW-19128 – Added new controls in the QBO integration settings for how invoices get pushed to QuickBooks Online.

PW-19100 – Improved tooltip language in the new QBO settings section to help users understand configuration options more clearly.

PW-19080 / PW-19081 – You can now preview, edit, and check for duplicates before importing contacts from QBO and Salesforce. .

PW-19171 – Before: Dealers couldn’t modify contact details during the import flow. Now: All edits made during the import preview are saved.

PW-19131 – Before: When the standard invoice service was disabled, QBO payment records failed to generate. Now: QBO records are created for payments regardless of invoice enabled service setting.

PW-19112 / PW-19113 – The Stripe integration now supports automatic bank verification without the need for micro-deposit delays to simplify the ACH payment process for customers. This is currently an enabled service per account while we do final production testing.

When replacing an item in a proposal, the catalog now opens filtered to the original item's product category by default

The Proposal History section now displays more information for events, including the destination system name (e.g., “Pushed to QBO”) and a direct link when available.

Updated proposal status pills for consistency across the interface.

PW-18938 - Resolved an issue where the PDF download was broken on Client Detail Page

Adjusted mobile layout to bypass the “Pay Now” step, taking users directly to payment options.

PW-18973 - Resolved an issue where navigating to Financial Summary in proposals caused the page to jump incorrectly on the first click.

Enhanced Zoho integration to auto-select deal owners based on Portal users.

Fixed syncing issues where Zoho deals were not updating when pushed or the status was changed on Portal.

Clients now see a correct expired state when reopening a manually expired proposal.

Added the ability to change a proposal’s status directly from the status pill on the proposal detail view. Allowing users to quickly transition proposals to different statuses.

PW-18959 - Fixed an issue where expired proposals showed the wrong screen in client view.

PW-19052 - Fixed an error triggered by the "Highlight Changes" feature in client preview for Change Orders.

PW-18935 - Fixed an issue where dealers' order arrival dates appeared a day early.

PW-18937 - Payment due dates were showing incorrectly in-app, one day earlier than in email notifications.

PW-18985 - Long descriptions in Zoho Quotes (over 100 characters) now get automatically trimmed to fit API limits.

Settings Page for Salesforce: Includes a new modal with toggles for enabling contact sync.

Updated Salesforce contact search results to show associated account names rather than just contact names.

Cleaned up the client search dropdown by removing unnecessary “Salesforce” entries.

PW-18844 - Resolved issue where catalog search results were stuck on page 1.

Side navigation cleaned up: removed "Proposal History," "AI Builder," and "Proposal Total" to maximize visible space for rooms and areas during editing.

Proposal Client View: Updated payments section styling and behavior for client-facing proposals to match invoice standards.

PW-18882 - Fixed issue where proposal total showed a corrupted value for specific dealers.

PW-18906 - Resolved an issue where clicking "About Us" section in AI-built proposals caused content deletion and section would disappear.

PW-18850 - Resolved an issue that caused missing contacts in the People section of the iOS app.

PW-18930 - Corrected attachment creation issue preventing proper linking between labor and parts in proposals.

The “Resend” button on invoices is now “Review & Resend” so you can double-check everything before sending.

Editable Payment Amounts: Enabled editing of received payment values at the moment of recording, including support for partial or corrected payments.

PW-18878 - Fixed an issue where PDF downloads were missing expiry dates. Dates now match what's shown in the client view.

Integration Standardization: We've combined QuickBooks and Zoho (Zoho in Beta test) event streams into a single “Integration” channel, now with clear properties for integration type (QuickBooks or Zoho).

PW-18863 - Fixed an issue where missing Country fields were preventing the correct State selection in address forms during QuickBooks contact imports.

Started work on a Salesforce Integration. Shhh… if you made it this far, you’ve uncovered a little Easter egg.

Updated side navigation to rename “Payments” to “Payment Schedule” for clearer terminology.

Adjusted margin and padding in the client view layout to enhance alignment of item values.

Redesigned the mobile payment schedule to display on three lines, improving readability.

PW-18792 - Fixed an issue where proposals were inaccurately recorded as viewed multiple times per day.

PW-18852 - Fixed an issue causing dealers to receive duplicate “Paid” confirmation emails for a single invoice.

QuickBooks:

Zoho (Preparing for Beta test)

Generating a Client PDF will now create a snapshot and restore point in the Proposal History section.

Project and change order totals now display clearly before any Payment convenience fees.

Proposals pushed to QuickBooks or Zoho Books a second time now update existing quotes instead of creating new ones.

Proposal status changes now sync reliably with Zoho, ensuring data consistency.

Proposal pushes to QuickBooks and Zoho Books now use updated item prices.

PW-18766 - Fixed an issue where proposal versions weren’t saving correctly for client PDF downloads.

PW-18791 - Fixed an issue where client PDFs failed to download when “Hide Area Totals” was enabled.

PW-18785 - Fixed an issue where Zoho Books pulled outdated item prices during sync.

Invoices now show a prominent “PAID” tag with payment method and balance details for better visibility.

Invoices and payment requests can now be re-sent regardless of their payment status.

A message confirms successful invoice actions across all pages, improving feedback.

Improved mobile layout and header presentation in the invoice view.

Updated internal validation for convenience fee calculations in payment schedules.

PW-18787 - Fixed an issue where hidden labor appeared on PDF invoices despite settings.

PW-18759 - Fixed an issue where payment schedule totals were incorrect with convenience fees.

Zoho Books (Preparing for Beta test)

QuickBooks

Zoho Deals (Preparing for Beta test)

Zapier

New List Views: Labor, Fee, and Custom item categories can now be viewed as lists, making it easier to browse and manage items.

The "Add to Proposal" button has been repositioned above the supplier cost.

Client and invoice PDFs now show all relevant fees, ensuring payment totals match those displayed in Portal.

"Invoice Date" is now "Request Date," and "Item" is now "Items"

The "Review & Submit" button is now "Review & Send", with an airplane icon to better indicate sending the document to clients.

In the email pop-up window, the background is now greyed out when active for better focus, and the label “Recipient Details” has been updated to “Send via Email”

PW-18642 - Fixed an issue where "Viewed" events were not appearing in the Payment Request history section.

Convenience Fees Updates:

PW-18634 - Fixed a display error where both line items showed the same price when a convenience fee was added.

PW-18632 - Corrected discrepancy where dealers saw a convenience fee that clients did not.

PW-18633 - Ensured convenience fee items appear at the end of the payment request line item list rather than the top.

Zoho (Preparing for Beta test)