Changelog

Clearer fee-related accounting when posting payments to your ERP.

Better support when one payment applies to multiple invoices.

Per-connection control over turning invoice sync on or off.

Smoother advance-payment flows where your ERP supports them.

More accurate handling when a payment is rejected or does not match expectations.

Payment records allocating correctly after sync.

Customer matching in advance-payment situations.

More ways to connect payments and invoices with your ERP, where supported.

Clearer distinction between routine notices and items that may need your attention.

Sandbox connections for testing, where your ERP allows it.

Advance payments without a linked invoice, where applicable.

More flexible options when you have complex customer or invoice setups.

Better behavior when some payment details are not yet available.

Clearer visibility when an invoice or payment needs review.

Smoother invoice sync for supported connections.

Stronger protection for credentials used to connect your systems.

Fewer errors when your ERP returns partial or failed responses during sync.

Invoice calculations, line items, and payment sync in several scenarios.

Customer lookup during sync.

Cases where payments could look stuck or fail to clear.

Payment amounts when rounding matters.

Negative credit memos.

Settlement dates and statuses after payments are accepted.

PDF output for supported invoice and payment workflows, with regenerate where applicable.

More control over how customer names appear in synced records.

Faster day-to-day sync and payment processing.

Fewer interruptions during sync.

Payment amounts when posting to your ERP.

Payment and credit memo behavior across several integration scenarios.

Duplicate invoices in edge cases.

Invoice review outcomes where audits apply.

Sales orders tied to payments and invoices.

Smoother onboarding when connecting new accounts.

Optional invoice notes your customers see, where supported.

Filters to narrow which payments and invoices are included in select flows.

Safer handling of credentials used for integrations.

Better handling of partial payments and unusual invoice states.

Tax fields on invoices where they were missing.

Invoice data from connected systems in edge cases.

Overpayments and post-payment mismatches where they occurred.