The items mentioned below will be available on or after August 8, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.29). Here's how to Get the Latest Version of ServiceCore.

Default Customer Credit Card for Recurring Invoices

With this release, we've made an enhancement to the recurring invoice workflow! To make getting paid easier, we added a new feature to select a default credit card that's automatically applied to newly created recurring invoices.

This feature is optional from a customer to customer basis.

To enable:

1. Navigate to a Customer with a credit card on file or add a new credit card for that customer
2. Click on 'Edit Customer Details'
3. Scroll down to Billing and in the Billing section, check the box for 'Default Autopay for Recurring Invoices'.
4. Select a credit card... If one card is on file, it will be automatically selected.
5. By checking the box, you will Automatically charge this customer for their recurring invoices during batch billing and send a receipt. (The Auto-Pay check box will be automatically checked on all recurring invoice templates created moving forward.)

Now, when you create a new recurring invoice for that customer, the 'Enable Autopay for this recurring invoice' checkbox will be automatically selected.

Site Name Added to Site Info on a Rental

With this release, we have added the Site Name to the Site Information section of the Rental Details page. If the Site does not have a name, the Site ID will display in its place. 

Automatic Credit Card Type Detection on Public Payments Pages

With this release, we have enhanced our system to automatically detect credit card types on the public payments pages, including "Pay My Balance" and "Pay My Invoice." This improvement streamlines the payment process, providing users with a more intuitive and error-free experience when entering their credit card information.

Fixes

End Rental - Recurring Invoice in Batch Billing Preview Deleted - Billing Advance: We resolved an issue that would occur during the Batch Billing process where the screen would get stuck and the status wheel would continuously spin.

Surcharges Recalculate When Invoice is Opened and no changes are made: We resolved an issue where surcharges (%) would recalculate on invoices when a user would navigate to edit invoice and no changes were made to the invoice. Now, a material change to the service line item or surcharge would trigger a recalculation.

Invoice Create & Edit Forms - Services Subtotal Rounding Discrepancy: We resolved an issue where the Services Subtotal and Surcharges Subtotal, when summed with the taxes, would not match the Invoice Total.

Job Scheduled Message Displays Time Window in UTC : We resolved an issue where if a job had a time window, in the Job Scheduled text message the time would show in UTC. With this update, the time window will now reflect the time zone of the Site.

Improved Routing Number Validation for Bank Accounts: We have resolved an issue where entering an invalid routing number during the bank account setup would incorrectly save the account, causing it to fail when processing through CardConnect. With this fix, the system will now properly validate routing numbers before saving the account, preventing errors and allowing users to correct any invalid entries.