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2/17/2026 - Smart Recurring Invoice Start Date, Automation Guardrails, Fixes

The items mentioned below will be available on or after February 17, 2026. This is a preview of what's coming in the next release. To see these new features once they go live, please update your mobile app to the latest version (9.5.8). Here's how to Get the Latest Version of ServiceCore.


Smarter Recurring Billing Setup

We’ve updated recurring invoice templates to take the guesswork out of choosing a start date. Now, when you switch between Advance and Arrears billing or change your billing interval, the Start Date will automatically update to ensure your customers are billed accurately for their service period.

What’s New:
  • Auto-Calculated Start Dates: The system now does the math for you, setting the correct first invoice date based on your delivery and billing preferences.
  • Manual Control: You can still manually override any date; the system will simply step out of the way once you make a manual change.
  • Helpful Tooltips: A new tooltip on the Start Date field clarifies exactly when your customer will receive their first invoice. New text below the Start Date field will remind you when the products are scheduled to be delivered.
  • Reset Option: Quickly revert to standard settings with the new "Reset to Default" button.

New Guardrails for Weight + Inactivity Automations

To help ensure your automated fees are set up accurately, we’ve added new validation rules for weight overage and inactivity fee configurations. The system will now prevent you from using the same service as the 'trigger' as for the weight or inactivity charge. This will help you avoid duplicate entries and ensure your invoices remain clear and professional for your customers.


Fixes

Transfer Jobs Completed via Mobile App: We fixed an issue that was impacting completing transfer pickup and delivery jobs in the mobile app. Please update the mobile app version to 9.5.8 (iOS and Android).

Improved QuickBooks Online Sync Reliability Release Date: We’ve optimized the synchronization process between ServiceCore and QuickBooks Online to ensure credit memos and payments transfer more reliably. By refining the order in which these records sync, we’ve eliminated "Missing Entity" errors, ensuring your financial data stays accurate without requiring manual re-syncs.

Payment Confirmation Email Update: We have corrected a display issue in our payment confirmation emails where the tax percentage was occasionally showing as 0%. While tax totals and receipt attachments remained accurate throughout, the email body will now correctly reflect the specific tax rate applied to your transactions.

Detailed Tax Breakdowns in Emails (Line Item Taxes): We’ve updated our email notifications to provide a clearer picture of your taxes at a glance when you have Line Item Taxes turned on. When you receive an invoice or credit memo email, you will now see a breakdown of individual tax rates directly in the email body. This gives you full visibility into your tax details without needing to open the PDF attachment.

Printing Septic Service Tickets: We fixed an issue that was preventing you from printing Septic: Service/Pumping job type service tickets.

Job Completion Notes:  We fixed an issue that was showing job completion notes on non-completed jobs. Job completion notes are only accessible when completing and viewing a completed job.

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