The items mentioned below will be available on or after September 16, 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.

Easily Void Payment When Creating a Refund

With this release, we've made it easier to void a payment when creating a refund. If voiding a payment after creating a refund is part of your accounting workflow, it's now much easier to do so!

If the refund amount equals the payment amount, you'll notice that there's a new button to Save And Void Payment. Once you click on Save And Void Payment, you'll be alerted to add a Void Reason (optional) and to confirm the voided payment.

Add Bank Account Information to Customer Details

With this release,e you can now add and manage bank account information directly from the customer details page, without needing to record a payment. This enhancement streamlines the payment setup process, giving you greater control and flexibility over stored payment methods. 

Key Updates: 

• The Credit/Debit Cards tab has been updated to Payment Types to accommodate both credit cards and bank accounts. 
• You can now view, add, and manage bank accounts in the newly introduced Bank Accounts tab, just like you can with credit cards. 

Fixes

Double Payments in Account Credit User Flow: With this release, we've resolved an issue where users were able to input amounts in both the "Amount" field and the "Amount to Apply" field when applying account credits, which could result in double payments, Now, when applying an account credit, the "Amount" field is automatically locked and greyed out to prevent any accidental entries, ensuring a smoother and error-free payment experience. 

Coming Soon! Refund Workflow Improvements!!

Soon, you will be able to optionally apply related services when creating a refund! Stay tuned for updates!