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Release Notes

FusionInvoice 2024-3.01

December 26, 2024

This is a minor maintenance release that addresses a few bugs that were reported in the 2024-3.0 release.

Bugs Fixed

FusionInvoice 2024-3.0

December 20, 2024

Upgrading Users - Must Read

  • Daily CRON job changes. In previous versions, the daily CRON job could be called from your site's URL, as an authenticated user or not. We have now secured the running of the daily tasks. With that, the way in which your CRON job calls the URL has changed. Please be aware that the prior method, using a CURL command WILL NOT WORK and must be changed.
  • We have removed support for MS Graph and MS 365 Email and all related vendor libraries. (2358)

New Add-Ons 

In previous releases, the only add-on that was commercially available was Time Tracking.
In this release, we've released many of the other add-ons that we've developed over the last several years. 
*These will be available for purchase soon, but if you have any questions, please feel free to reach out to us at: support @ fusioninvoice.com

  • E-invoice Capability for Germany
    Our e-invoicing add-on for Germany adheres to the ZUGFeRD standard and creates PDF/A documents
  • E-invoice Capability for France 
    Our e-invoicing add-on for France adheres to the Factur-X standard and creates PDF/A documents 
  • HUB-3 Payment Barcode
    Supports payment barcodes for Croatian customers
  • Internal Firewall - Works with the CloudFlare API to create a real-time FusionInvoice firewall, keeping bad actors out
  • SMS Support - Send SMS messages to your clients from within FusionInvoice.
    (Requires an SMS provider account, such as Twilio, ClickSend, or Telnyx)
  • Sales Commissions
    A well integrated system for managing and reporting on commissions for your Sales team.
  • Payment Center
    A simple and secure way to allow a third party, such as a call center, the ability to accept credit card payments for your company, directly into FusionInvoice. 
  • Pricing Formulas
    Allows you to develop complex pricing models, based on many different factors, that set prices on invoices and quotes. 
  • Pro Forma Invoices
    A preliminary bill or estimate which is more formal than our existing Quotes


New Features

  • Redesigned the credit card convenience fee structure and made changes that allowed these fees to be taxable. (1983)
  • Ship To / Shipping functionality was added to Invoices, Subsriptions and Quotes (1265, 2073, 2087, 2074)
  • Added Purchase Order number to the Invoice fields. (2085)
  • Project Status was introduced. A Status list can be defined and you may optionally show the status on your invoices. In addition, the project status has been integrated into advanced payment terms, so that an invoice due date can be updated upon project completion. (2117)
  • Emoji icon support has been added to notes and emails, however it must be enabled at a DB level. This requires that your DB and tables support UTF8-MB4. (2335 + 2351)
  • Dashboard date ranges have now been separated for the various widgets that require them, so for instance, the sales chart can display a different date range than the KPI cards. (2284)
  • The Sales Chart Dashboard Widget now includes comparisons to other related time periods. (2319, 1939)
  • The fields and storage for DB based attachment storage have been removed with this version. All storage of attachments was changed to file based stored in the previous release. (1547)
  • For users that have SendGrid configured as their mail sender, FI now supports delivery status tracking in the mail queue logs. 
  • Added Square as a new online payment processor option. (1725)
  • Added basic banking information, including a QR code, the Company Profiles. This information can now, optionally, be included on invoices for payment remittance convenience. (2218, 2359)
  • Added the ability to send Ad-hoc emails to clients, from the Client view. Emails allow for full WYSIWYG editing and are logged. (1542)
  • Introduced Ad hoc Email Templates, allowing for the addition of ad-hoc templates that users may save as their own private templates, or as a public template (shared will all users). These templates have full WYSIWYG editing available. These can be used when sending an email to a client, or to a contact record of a client. (2052, 2050)
  • Introduced E-mail signatures to be used on the new Email feature. Each user can define their own email signatures and select the appropriate one when sending an email to a client or contact. (2051)
  • Added the ability to view the payment receipt from the Invoice Payments page, Options menu. (2057)
  • Added the ability to customize payment receipt email templates (2216)
  • Introduced a new UI for Tag Filtering, which is used throughout (Clients, Reports, Invoices, Quotes, etc.). It allows for better selection visibility as well as new “must match all” functionality. (2067)
  • Added a new Shipping Methods configuration view to support the new Invoice and Quote Ship To capabilities (2072)
  • Added a system setting for the creation of live invoices from subscriptions, allowing for the live invoices to be generated by the system user account or by the user that created the subscription. (2093)
  • Improved the support and visibility of development licenses. A banner is show in the upper left corner of the dashboard when running under a dev license. (2344)
  • Added new API endpoints for viewing, creating and modifying expense entries. (1862)
  • In previous versions, expenses only allowed for one tax to be assigned. It now supports two, which is consistent with Invoices. (2345)
  • The default invoice template now includes PO number and Ship To information, when appropriate (2086)
  • Added the ability to capture merchant gateway fees as expenses, for public invoices paid online. (1638)
  • Improved the refresh speed of dashboard
  • Menu restructuring 
    • Add-ons and Custom Fields now each have their own top level menu items (2454)
    • All logs are now located within the Utilities and Logs menu item called Logs
      • The log viewer UI has been improved and is consistent across all log files. 
      • All log files are now limited to a max of 2MB and the oldest log entries will be deleted when this limit is reached. (2408)
      • Mail (Email) logs have been greatly improved in terms of the UI as well as the actual logging (2422)
  • Added a “View Example” button to Document Number Schemes for a preview of changes. (1860)
  • All add-in configuration changes are now made through the Add-ons specific Options button via a Settings menu item in the Add-Ons list. (1873)
  • When the number of open tasks exceeded 1000 in the task list, there was a noticeable slow down in the dashboard refresh. (1875)
  • Added the concept of a 3-letter code (3LC) to company profiles as a means of easily and quickly selecting and assigning them through the UI. These can also have a specific backcolor to visually identify them more easily. (1842, 2217)
  • All reports and filters that allowed for limiting based on Company Profile now have a new simplified UI, using the new 3LC company profile control. (1844)
  • Added some options (Company Profiles, Advanced Payment Terms, Client Center) to a new Advanced Options area within System Settings (2257, 2219)
  • When viewing the Client Settings (in read-only view mode), then clicking edit, you would be routed to the primary page of the client edit view, not the Settings page. This has been corrected for all client pages that have a matching read-only view and edit view. (2399)
  • Added the ability to generate random strong passwords in all areas where a password can be input. (2082, 2061)
  • Improvements to the Task List dashboard widget. (2056)
    • Added a link to the Task Title 
    • Added 1 line of the description for improved visibility
  • A client, using the Client Center, can now view their payment receipts, from their Payments list, Options menu. (1968)
  • Improved the UI for all report headers, related to filtering, PDF generation and viewing. (1843)
  • All emails, system generated, like payment reminders, etc. as well as the new ad-hoc emails are logged in the mail queue log. They are also logged in the timeline. (1843)
  • Added a setting on Invoices, Quotes and ProForma Invoices, next to the Summary field, to “Include on Invoice” or “Include on Quote”, etc. (1878)
  • Added “Job Title” to the Contacts fields. (1927)
  • Streamlined the view for User Profiles and User Settings into one common view. Added UI elements from both previous views to provide a more consistent UX. (2061)
  • Added the ability to set the Default Country Code to System Settings. Now, when editing a client record, or other area that has a country code selection, the default country will display as the first item in the list. (2065)
  • Added the protected system user record to the users list view and allowed for editing of the name field only. (2092)
  • Added the ability to the expense list by Expense Category and by the Expense Vendor (2106)
  • Added the ability to run the Item Sales Report by Invoice Paid date. (2114)
  • In previous versions, after an upgrade, you would have to remember to manually re-enable any add-ons that were previously enabled, after upgrading. Upgrades now make every attempt to do this automatically. (2403)
  • When sending an Upcoming Payment Notice from the client view, the email would send immediately to the default email address. It now displays the emails that will be sent and allows for the additional selection of other contacts. (2479)
  • From the Clients view, Invoices list, clicking the Options button and Email would automatically select the Overdue Invoice Reminder template, if the invoice is overdue. It now prompts “It looks like this invoice is overdue. Would you rather send an Overdue Invoice Reminder?” (2477)
  • When sending an Overdue Invoice Reminder email from the client view, the email would send immediately to the default email address. It now displays the emails that will be sent and allows for the additional selection of other contacts. (2477)
  • Light mode / Dark mode is now easily settable from the titlebar area as well as in the user profile settings view. 
  • When changing the color of the titlebar in system settings, it now shows immediately after the selection and no longer required a save before showing the new color.  (1984)
  • Improved the logging of missing relational data errors, so that the key value is included in the logged error (2037)
  • Many new icons introduced (1877)
  • Improved the UI for fields that have a tooltip available. A tooltip icon is shown to the right of the field label. (1966)
  • Improved UI of the email templates for Default vs. Custom 1, 2, 3. Added tooltips explaining their use. 
  • Removed all support and composer dependencies for MS Graph / MS 365 Email Support (1842)
  • Improved color scheme visibility for login fields when dark mode is enabled.  (2288)
  • Renamed the field Expenses->tax to Expenses->tax_id for consistency sake. (2204)
  • In the System Settings About page, there is now a distinction between LiteSpeed and Open LiteSpeed servers.  (2241)
  • Immediately after adding a titlebar shortcut and saving it, it will display on the titlebar. (2444)
  • Combined DB tables for Mail queue and Client Mail Queue (2445)
  • Minor UI improvements for consistency in the Client Center. (2396, 2397)
  • Improved the ability to set and reset a client’s client center password. (2080)
  • Several timeline events that were logged independently, as they are separate events to the DB, such as an invoice receiving payment (the status changed to “sent” if it was “draft” was logged and then the payment entry was logged), are now logged as one event to cut down on the amount of timeline entries. (2229)
  • Moved the Company Profile field in the Client read-only view from the Details page to the Settings page to maintain consistency with the editable view. (2049)
  • Added timeline logging of all CRUD operations related to client contacts. (1817)
  • Added an indicator dot for the default payment term, on the Payment Terms list view. (2048)
  • Improved naming consistency in the title area of all standard page views. (2083)
  • Added a toggle button on the Users list to change a user record’s status from Active to Inactive directly from the users list. (2256)
  • Clients using the Client Center can now select the light or dark them (2398)
  • When daily tasks is run from the Utilities menu, it is now logged in the timeline. (2282)
  • A min of 6 and max of 16 characters has been set for all passwords. (2206)
  • Several minor improvements to the Ctrl + S save functionality on edit views. (2101)
  • Added “System Mode” as an automatic means for setting the default light or dark mode within System Settings. With this value selected, any user that does not have a specific setting selected will have their light or dark mode selected to match their computer’s default mode setting. (2265)
  • When viewing System Information, LiteSpeed and OpenLiteSpeed now show as the correct product. Previously it had shown only “LiteSpeed”. (2421)
  • In the Subscriptions list view, the column heading for the Subscription ID read “Recurring ID”. Fixed. (2475)
  • The document number scheme allowed for all schemes to be selected for any document. In other words, they were not document type specific. The dropdown list displayed for any document is now specific to the document type. (2463)

Bugs Fixed

  • The default overdue invoice reminder email body referenced a test company in the previous release. (2060)
  • Refresh issue on Subscriptions Save - it would show “of the” invoice year. (2047)
  • The free public currency conversion API that was used stopped working. (2089)
  • The Payments list view could load very slowly in some occasions. Added DB indexes to improve load time (2389)
  • An expense client ID of 0 could cause an index page load failure for expenses (2036)
  • Creating a new task in the Task List could fail to include the proper date time in the Due Date, despite having the user setting to Include Time in Due Date set to Yes. (2038)
  • Creating a new subscription by clicking the NavBar “+”  button would cause the new subscription to default to the previously entered subscription’s frequency and time period. (2046)
  • Task Creation from the button on Task List could cause multiple entries if double clicked. (2054)
  • Several Client Merge accounts issues were fixed. (2055)
  • Copying quotes could show an error related to the new Payment Terms ID. (2058)
  • Several issues were addressed related to client records that were allowed Client Center logins, specifically with password setting and resetting (2064)
  • Deleting related tag(s) entries was not automatically happening when deleting a parent record, such as Invoices, Quotes, etc. (2088)
  • If you attempt to change the email address from your own login, by clicking your initials (this route http://localhost/your-profile), the change does not get committed on save. (2100)
  • Improvements to handling of pre-saved password on the Client settings page. (2420)
  • Return route when saving user profile changes was incorrect. (2290)
  • Clicking the Email button from the Client view could cause a browser error (2266)
  • Invoice Actions->Print or Print and Mark as Mailed Causes PDF to be stored and not deleted server-side (2264)
  • Several instances of the error “Failed to parse time string” had been reported in the prior version. Fixed. (2252)
  • The Profit and Loss report, when sorted by Payment Date, would include incorrect results. (2251)
  • A bug was reported when recording an Expense entry with Deductible tax, using the Euro currency, could cause a rounding to the integer portion of the value. (2249)
  • Added safeguards to prevent a data related error from causing a 500 error on the dashboard and/or the timeline views. (2393)
  • Addressed a potential XSS vulnerability on the user profile view. (2366)
  • ProForma Invoice template errors were recorded to the error log, even if the ProForma invoice add-on was not installed. (2246)
  • The Timeline entries shown on a Client Merge were out of order. (2244)
  • When creating a live invoice from a subscription, the terms were not automatically transferring.  (2220)
  • Fixed a VAT tax issue where an Expense with Deductible tax was recorded, but the Tax Detail report and the Expense List report values were not in agreement. (2201)
  • If the email sending method was set to empty (none) within system settings, and you attempted to send an email, the email could still be sent (2202)
  • The total value on the Expense List view could be incorrect. (2207)
  • The Tax Report Summary report had an issue with the date range selection and could, in some cases, no return the appropriate results for the date range. (2208)
  • For subscriptions that have an annual recurrence frequency, the Due Date, was being set to the ending date of service, on the live invoices, which was not correct. (2203)
  • There was a parse error shown when searching the invoices list with a numeric value. (2111)
  • There was a discrepancy between the totals on the Item Sales Report and the Payments Collected report, when sorting by the payment date and excluding unpaid invoices. (2115)
  • From the client view, subscriptions page, selecting the option to Create Live Invoice, would not automatically refresh the invoices list. (2364)
  • The “View All” link on the Clients view, Payments page, would cause a 500 error. (2401)
  • When using WKHTMLTOPDF as your default PDF library, the Item Sales Report headers could display inconsistently on multi-page reports. (2271)
  • Corrected a date selection issue on the Revenue by Client report. (2105)
  • When attempting to create a live invoice from a Subscription, via the Options menu, it would not work due to a permissions issue. (2407)
  • Attempting to view a payment receipt for an invoice that had been paid by a credit memo application would display a blank page. (2481)

Version 2024-2.00 


Summary

This release includes a number of features added relating to payment terms, payment receipts, expenses and tax reporting. Bug fixes were focused on tax calculations, expenses and subscription dates.


New Features
  • Added a Grand Total of tax at the bottom of the Item Sales report.
  • Added an option to Exclude Invoices with No Tax to the Tax Detail and Tax Summary reports.
  • Many improvements to Payment Receipts, both email and the PDF.
    • Both are now more descriptive in accordance with their appropriate payment terms.
    • The payment ID and initials of the user who processed the payment are shown on the receipts.
    • The remaining balance of the invoice is now shown on the receipt.
  • Added a filter for Payment Type to the Payments Collected report.
  • Added the Payment ID, Payment Method and Processed By user to the Payments Detail view.
  • Several improvements to the Tax Report, Detail version
    • Added the ability to group by Item or Invoice
    • Added the ability to filter out invoices that had no taxes.
  • A new area was added to the Payment Terms records that distinguishes the description template for Invoices vs. Quotes. They are now 2 separate fields, as the description of a payment term for a quote must be slightly different from that of an invoice.
  • Added an info-text tooltip that better explains the setting for light and dark mode, in the fact that it is set for the individual user, not system wide.
  • Added a Payment Terms field to the Client record, so that you may default the term on a client by client basis. This will override the system setting and company profile setting, when set at the client level.
  • Added the ability to define the down payment amount as a straight currency or percentage of the total, to the "Down Payment" payment terms.
  • Added the installment number to the dynamic text and payment terms template descriptions.
  • Added the ability to filter by Client and Date Range on the Expenses list.

Bugs Fixed

  • The Item Sales report could include cancelled invoices. Fixed.
  • A floating point / rounding issue could cause the summed values of taxes on the Tax Detail report to be different from Item Sales report tax totals, which could cause the two values to be a few cents off. Fixed.
  • The getFormattedPaidAt() method within the paymentInvoices model referenced the created_at date instead of the paid_at field. Fixed.
  • Subscriptions next_date field could be incorrectly incremented when the date ended on the last day of a month that had a greater number of days than the following month, in which case it could change from the end of month to the first of the month for the next incremented next_date. Fixed.
  • Subscriptions service_start and service_end dates could also be incorrectly incremented in the same fashion as the next_date field. Fixed.
  • Generating live invoices from the daily CRON job could fail if the system user name had been renamed. Fixed.
  • Fixed an error related to expense importing where, if a client had been supplied on the import record, it would not be imported.
  • The timeline entry for an Invoice Opened event showed the invoice as $0.00. Fixed.
  • The language tokens used for payment terms were being translated in some non-English language files. Fixed.
  • On the payment view, the payment amount shown was in a normal decimal format instead of a currency format. Fixed.
  • Filtering the Expense list to Not Billed was not working properly. Fixed.
  • Using the Copy feature for Expenses, to create a new expense from an existing one, would not copy the Client value. Fixed.

 

Version 2024-1.00

May 16, 2024

Summary

This is a major (huge) release, both in terms of new features and bug fixes.


Before You Upgrade

There are a number of core changes that will affect your existing installation. We want to make sure that you’re aware of them.

  • The email template system has been significantly upgraded. Make text copies of your existing email templates before you begin, as you may want to implement them back into the new templates after the upgrade is complete.
  • DB Prefixes are no longer supported
After Your Upgrade
  • The new Functional Payment Terms have made considerable changes to the default invoice template. If you have a custom invoice template, please review the changes to the default template vs. your existing template so that you can implement them into your custom template.
  • This upgrade deprecates the invoices system setting for Default Due Days and puts this value into a new Payment Terms records called Net Terms (System Default)”. You will probably want to change the name of this payment term as it will display on your invoices.
  • The default email template for Payment Receipts has changed significantly. If you have customized it, be sure to make sure it works properly after the upgrade.
  • To avoid confusion upgrading systems that have add-ons installed, all add-ons are disabled during the core upgrade process. Make sure to install the add-on packages after you’ve upgraded the core FusionInvoice and re-enable the add-ons from the Customizations -> Add-ons menu item.

New Features
  • Introduced Functional Payment Terms
    • Grant customers a discount if they pay within a certain number of days (prompt pay discounts)
    • Grant customers a discount if they pay by the Nth of the month
    • Accept a down payment on an invoice
    • Accept multiple installment payments for an invoice
    • The discount terms are clearly displayed and explained on the invoice and when a client initiates a payment from a public invoice link, they are notified if they have a payment terms discount that will be applied.
  • Subscriptions
    • Recurring Invoices have been renamed to Subscriptions
    • Additional functionality was added that helps define the nature of the subscription as well as the dates of service for which the subscription is valid.
  • Added revision tracking of all changes made to an invoice or quote. A Revisions dropdown is available after one or more changes have been made to the invoice or qoute, allowing you to view the original version or subsequent revisions.
  • Two Factor Authentication was added. This can be enabled or disabled on a user-by-user basis and will send a timed response email to the user, immediately after a login attempt, and based on the code entry, the user will or will not be authenticated.
  • Both document templates and email templates may now be set, specific to company profiles.
  • Client records may now be linked to a specific company profile.
  • FI will now warn you when you attempt to navigate away from a page that has changed data. This is implemented for Clients, Invoices, Quotes, Subscriptions and Expenses.
  • Client Merge feature
    • You can now merge two client accounts into on account
    • Select each field’s merge direction
    • All transaction history is also moved into the merge-to client
  • Titlebar Shortcuts were added to the individual user’s Profile Settings view, which allows users to add common URLs that they access from within their FusionInvoice header area. In addition, you can select from an icon library to assign an icon as a visual identifier of each shortcut. This can be accessed by clicking the user initials avator in the upper left corner, near the header area.
  • All email templates now allow for a default template and up to 3 custom templates.
  • A revamp of tax handling within the Expenses module and reporting
    • This better handles VAT/GST taxes with respect to tax liabilty and deductibility.
    • It now offers the expense type of a Remittance to Tax Authority to record paying of taxes.
    • Tooltips were added for all scenarios to better explain their use.
    • Individual tax columns have been added to the tax reports.
  • Renamed the Tax Summary report to “Tax Report” and added a new Detail option to compliment the new tax features within Expenses.
  • Added the ability to discount an invoice by a dollar (currency) amount value. Previously the invoice discount could only be done, on the entire invoice, by a percentage.
  • Expanded the current text search capacity within invoices, quotes and subscriptions
    • Text searches now automatically include line item information.
    • Amount values are now also included in searches; both totals and line item amounts.
    • By entering a partial number, ie. 109 would return matching items of 109.00 and 109.95.
    • Also by entering the currency symbol first, you can be assured of matching results that specifically contain amount matches, ie. Searching a value of $265.22 would return only amounts matching that value.
  • Quote Payments
    • Payments may now be made directly by viewing a public quote and clicking the new payment button.
    • You may turn this option on or off via a new setting option in System Settings -> Quotes
    • When a payment is made to a quote, an invoice is immediately created from the quote and the payment is applied to that new invoice.
  • Redesigned the invoice and quote templates, with respect to product names and descriptions, so that they would take up less column space and give more space to other columns. This has improved the layout compatibility with A4 sized paper.
  • {{-- Tier 2 New features --}}

  • The dark mode color scheme has been significantly improved for readability.
  • Database prefixes are no longer supported with this release and in future releases.
  • Negative price items are allowed once again on invoices, as sometimes they could be used to show an ad-hoc discount. The overall invoice total is still required to be not be negative.
  • Zero price line items are allowed once again on invoices.
  • Zero total price invoices are allowed once again.
  • Inactive accounts’ Tasks page is now enabled, should you have active tasks for an inactive client.
  • The data exporter now allows for Tags type fields to be exported.
  • A quote may now be copied (cloned), in the same way that an invoice can be.
  • As part of the setup (and upgrade) process, a pre-update requirements check is run to ensure that all system requirements are met.
  • Added CRUD functionality to the API for client contacts.
  • Tax, Subtotal, and Total are now set to be displayed as two digits after the decimal.
  • Changes to Task tab on Client account
    • Added filtering capability
    • Titles on the tasks list are hyperlinked to their individual task records
    • Description field was removed from the list, but hovering a mouse over the task title will display a popup of the description.
    • Due date, Assigned and Completed date columns are now sortable.
    • The ID column was removed
    • The status field is now a check-able box to complete a task.
  • Changes to the Payments view on the Payments module and within the Clients module on the Payments tab.
  • Custom fields of type Image now display a modal window that shows the enlarged image when you click on the thumbnail.
  • Added an Invoices section on the right that can expand and contract horizontally which makes better use of screen realestate and more clearly identifies the fields that are related to the invoice vs. those that are specific to the payment.
  • Improved the process of updating core FusionInvoice when add-on package, such as Time Keeping are installed.
    • The update process of the core FI now disables the add-on packages and notifies you, both at the time of the update and after the update, via a notification message, that the updates will need to be re-enabled.
    • This is done to ensure that the individual update packages for the add-ons are also installed and do not cause errors for the core package upgrade.
  • All hyperlinked fields in lists now follow a color scheme whereby the field(s) that link directly to the related record are shown in the standard browser link color (usually blue), but the secondary links, related to other data are of a different, aqua color.
    • For instance, in the invoices list, the column that shows the invoice number will be shown in the standard blue default link color. The client name column field is shown in the secondary link color, aqua.
  • The Expenses list can now be filtered by a date range.
  • Added a new filter to the Client Statement report that allows you to exclude paid invoices.
  • Added the ability to ‘Reset to Default’ on System Settings -> Email Templates.
  • Watermarks have been added to Quotes showing Accepted and Rejected statuses when appropriate.
  • {{-- Tier 3 New features --}}

  • Added helper text and a tooltip to the Enable VAT/GST value on Tax Rates view, as the effects of setting this option on or off were not immediately evident.
  • Improvements to validation on the payments API endpoint.
  • A new caching implementation of commonly accessed data for overall speed improvements.
  • Added a Re-Send button to records on the Utilities -> Mail Log view.
  • Extended the Invoice model’s getSummarizedTaxesAttribute() method adding two fields to the method, ID of formatted_numeric_percent.
  • Added a MySQL benchmark test to the ficheck.php utility file.
  • A separator line was added on the Company Profile view to more clearly identify the core fields vs. custom fields.
  • Internally upgraded the underlying PHP framework, Laravel 10.
  • Added a disk free space check to ficheck and setup pre-requisites setup checks.
  • Added a new Status field to client contacts in order to set a contact as inactive, but still retain the contact entry.
  • Add a new Tags field to client contacts in order to more easily identify and categorize contacts.
  • Added to the Contact’s Default To dropdown options: “Yes (all)”, “Invoices Only” and “Payment Receipts only” in order to give more granular control over the contacts abilty to receive specific system emails.
  • When you select the option to “Create Live Invoice” from a subscription, a new informational prompt explaining the action and offering a Yes/No prompt is displayed.
  • Improved the error displayed when the PayPal credentials entered are not valid.
  • Improved the UI for record filtering throughout all system reports.
  • Added validation to deletion of a currency code that checks to ensure payments for the currency do not exist.
  • Minor improvements to the Mollie payment gateway.
  • Increased the default request throttling limit from 50 to 300 requests per minute to avoid API issues. This limit is to help mitigate DOS attacks.
  • Improvements to the CAPTCHA system allowed on user login.
  • Clearing all notifications by clicking the Delete icon immediately routed the user to the dashboard. Instead the current page, whatever that is, is maintained.

Bugs Fixed
  • Fixed Inconsistent wording for “Upcoming Payment Notices” and “Upcoming Invoice Notice”. The first phrase is now used throughout.
  • Attempting to send an overdue invoice reminder from the invoices list, “Other” button would fail. Fixed.
  • Attempting to send an Upcoming Payment Notice with the Attach PDF option checked, could in some cases not attach the PDF or attach 2 PDFs. Fixed.
  • Opening an invoice and selecting the Actions button, Send Email, while chercking the box to Attach PDF would fail. Fixed.
  • Country and language names did not translate and were always displayed in English. Fixed.
  • everal Safari browser related UI issues were fixed.
  • Item totals on Recurring Invoices (now Subscriptions) could be suppressed from view on a brand new entry. Fixed.
  • Lack of the Invoice Delete permission, for a standard user, does not allow invoice line item delete.
    • If the user has the Update permission, they are now allowed to delete a line item, even if they do not have the Delete permission.
    • This applies to invoices, quotes and subscriptions.
  • Choosing the PDF driver of WKHMTL2PDF will fail while sending and invoice email with PDF attachment. Fixed.
  • Excluding Unpaid Invoices on Tax Summary Report generates error. Fixed.
  • Creating a new client entry using the Data Seeder utility would cause an error related to a missing company profile entry. Fixed.
  • Fixes related to support of Microsoft 365 email sending.
  • A race case issue was resolved on invoice numbering when generating new invoices rapidly from the API.
  • A PayPal issue related to a specific API version and floating point decimals was fixed. This could yield an error of Invalid String Length.
  • The ability to update the description or price field from item lookups while entering invoice data had been accidentally suppressed. Fixed.
  • If the importer encounters a CSV file that contains a description or name field (or any text field) that contains a comma or double quote or single quote, etc., it will fail. Fixed.
  • A client importer issue was fixed where several default, required fields were not being set: company_profile_id, invoices_paid_by, email_default, user_id.
  • Euro currency Invoice Quantity value entry error fixed.
    • If you enter an invoice or quote line item quantity less than zero AND you enter the preceding zero, you will get the invalid_quantity_amount prompt. For example, entering “0,5” yields an error, but entering “,5” is fine.
  • Invoice/Quote formatting of tax decimals was not strictly followed. Fixed.
    • In System Settings, General, the user is able to set the number of decimals for tax rounding, but it was not actually used on invoices, quotes, and subscriptions.
  • A throttling issue could cause an upgrade, of a version of prior to 2023, that had more than several hundred attachments stored in the DB, to fail with a 429 Too many requests, throttling issue. Fixed.
  • Newly created custom invoice and quote templates, created by taking a copy of the core default template, could display as a blank page when showing the public link or PDF. Fixed.
  • Attempting to delete an attachment on an expense would cause an error. Fixed.
  • PDF names of attached invoices to emails no longer included the invoice document number. Fixed.
  • FiCheck reported the PHP version where it should have shown the MySQL version. Fixed.
  • When creating a new user entry, the email and password fields could show the previous values suggested by the browser. Fixed.
  • Saving a client’s timezone setting to a value other than the default timezone would be reverted from a subsequent edit of the same client record if other values (not timezone) were changed and the changes were saved. Fixed.
  • Applying a pre-payment to an existing invoice could cause an incorrect balance on the invoice. Fixed.
  • When editing an invoice line item and changing the price from the default value, then tabbing to the item description field and tabbing out, which sets the focus to the Qty field will cause the non-default Price value to reset to the previous/default Price value. Fixed.
  • A browser responsiveness issue was reported on FireFox, where the horizontal scrollbar would not appear properly if the screen width was sized small enough to require it. Fixed.
  • Payment issue when using the left navbar + button to create a payment. Fixed.
    • From the left navbar, clicking + to add payment, applying it to an invoice and submitting (with emailing payment receipt) does not work.
  • From the Invoices list selection the Options button -> Copy to Recurring Invoice (now Subscription) would yield on unknown error. Fixed.
  • It was possible to allow an invoice or quote discount of more than 100%. Fixed.
  • Adding a new contact while in edit view of the client record could change the client name. Fixed.
  • A custom field of type CheckBox would not properly save its state on a record edit if the value was checked. Fixed.
  • Improvements to Credit Memo editing and postive / negative price display. There was some UI inconsistency. Fixed.
  • The quote totals area did not reliably update when entering a new quote, adding at least one line item and checking the option for “Save item as lookup”. Fixed.
  • When logging into the Client Center as a client user, the Status column values would not show a Bootstrap badge on the Sent status. Fixed.
  • There was a bug introduced in an early 2023 version that could have populated the payment_invoices->convenience_charges field improperly even if the Online Convenience Fees setting was off. A migration was added to this release to correct any remaining inaccurate values in this field.
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