5.2.1 Release Notes

Customer invoice actions now automatically disable and explain surcharging options for locations in Connecticut, Maine, Massachusetts, or Oklahoma. In-app statements clarify prohibited states and fee rules for credit and debit cards.

Fixed an issue where the "Convert SqYd to SqFt" function could apply outdated pricing during B2B imports, ensuring accurate cost and selling prices.

The conversion process now correctly updates the roll cost when changing from SQYD to SQFT, ensuring all related pricing fields reflect the new unit of measure.

Your customers can no longer save a completion certificate without any payments, improving data integrity.

Improved ACH failed payment messaging and transaction history for clarity.

Fixed issues where Adyen payments were not syncing to QBO as expected.

Resolved issues with salespeople being CC’d on all quote/invoice emails, and ensured CC fields are properly logged in sent email reports. Salespeople will be sent an email when the invoice is signed.

Fixed review link placeholders in email templates and ensured event locations populate correctly when adding tasks from the lead page.

Corrected commission calculations and fixed dashboard sales reporting.

Fixes a bug where the follow-up time shown in "Previous Interactions" did not match the originally selected time.

Corrected filtering issues in the invoice grid to ensure accurate display of invoices with open balances.

When clicking the gear icon and adding task from the lead page, the event location will now populate.

Lead stage status is now properly updating.

Auto-allocation will prioritize the location specified on the invoice, ensuring inventory is deducted from the correct site.