The items mentioned below will be available on or after December 5, 2024. To see these new features, please perform a hard refresh in your browser and update your mobile app to the latest version (9.4.34). Here's how to Get the Latest Version of ServiceCore.

Updated "What Are You Paying Today?" Section on Customer Portal Payment Page

With this release, for customers with Pro Plan, we've re-ordered the "What Are You Paying Today?" section on the Customer Portal's Make a Payment page to improve usability and streamline the payment process.

What’s New:

• The section is now ordered as follows:
  • Select Single-Site Invoices
  • Select Multi-Site Invoices
  • Custom Amount
• By default, the Select Single-Site Invoices option is selected when navigating to the Make a Payment page.
• The open invoices table will now display single-site invoices automatically upon loading the page.

Improved Multi-Site Invoice Selection Options in Customer Portal

With this release, for customers with Pro Plan, we’ve added new selection options to the multi-site invoices table in the Customer Portal to streamline workflows and improve efficiency when managing invoices.

• Select Page: Allows you to select all group transactions and their child invoices displayed on the current page of the multi-site invoices table, up to the 200 child invoice limit.
• Select All # Invoices: Enables you to select all group transactions and their child invoices for the customer, up to the 200 child invoice limit.

Display Prorated Unit Amounts in the Line Item Description

Now, when batch billing the prorated unit amounts will display in the line item description.

• Example: (9/29/204 - 10/14/2024) 2 Station Sink - 28 day rental - 2 Units

Refund PDF - Display Refunded Method

With this release, we added a new field to the Refund PDF. Previously, the Refund PDF only displayed the original payment method, but now we also display the refunded method!

Display Tax Number on Receipts

With this release, we've added the Tax ID to receipts. Now, if your company has a Tax ID entered in the Company Information section in settings, it will display in the return address section on the Receipt PDF. This is to align with the expected behavior of all the other transaction PDFs.

Batch Billing: Remove All Flagged Invoices

We've enhanced the Batch Billing workflow with this release. To save time during the batch billing process, we've added new functionality to remove all flagged invoices from the batch. This include invoices and multi-site invoices. By clicking on Remove Flagged Invoices it will remove all the flagged invoices in the preview, and they will not be created or sent.

Additionally, we relocated the Remove All Invoices hyperlink and changed it into a button next to the Create and Send Invoices button to align with the experience throughout the product.

Fixes

Recurring Invoice Automatically Deleted When Rental is Deleted: With this release, we’ve resolved an issue where recurring invoice templates were not automatically deleted when their associated rentals were removed.

Statement Page Break and White Space: With this release, we addressed an issue where the Statement would break the remittance slip to a second page in some cases. Additionally, we reduced white space on the Statement so that more invoices could be added to a single page.

Route Order not Updating on Schedule & Destinations Disappear: We resolved an issue where Destinations and job order would differ from route creation page within settings vs the route within the schedule view. After changing the order of jobs or changing start/stop destinations, those changes were not consistently reflected in schedule view for the specified driver.