Invoice Form

  • Sales tax information now displays when appropriate on the printed invoice form. (12915, 2026-02-27)

Progress Billing

  • You can now email multiple progress billing invoices together in a batch without issues. (13999, 2026-04-21)
  • Corrected issue in which Previous Billed amount was incorrect in certain unique circumstances. (9598, 2025-11-25)
  • Addressed issue in which certain totals were missing on progress billings for jobs with pricing at the WBS level. (9431, 2025-11-18)

Reports

  • A new "Future Application Detail" option allows you to run the Customer Statement report for a past posting date but also see invoices posted between the selected date and the current date. Example: Run report on 01/03 and use a posting date of 12/31. An invoice posted on 01/02 would also be included on the report if Future Application Detail is checked. (4268, 2026-03-10)