The items mentioned below will be available on June 16, 2026. This is a preview of what's coming in the next release. To see these new features once they go live, please perform a hard refresh in your browser and update your mobile app to the latest version (9.6.4+ota.1). Here's how to Keep ServiceCore Up to Date.
New Feature: AR Aging Report
A new AR Aging Report is now available under Accounting Reports. It shows every unpaid customer balance organized by how many days past due each invoice is. The AR Aging Report is built for financial reconciliation, so your AR balances and Monthly AR Balance Report align during month-end close.
The old Aging Report is now named Aging Snapshot Report and still has the same functionality for your day-to-day operational tracking.
Audience: Billing Staff
What Changed
- The AR Aging Report relies on the dates set on your financial transactions rather than the dates your users modified data in the system. Most notably, the dates that payments are applied to an invoice is based on the Payment Application Date, a new field that can be modified by users in ServiceCore.
- It also includes a built-in tool to check differences against your Monthly AR Balance Report.
- Ability to distribute unapplied payments to aging buckets or not.
What is the Same
- You still have access to the old Aging Report, it’s just been renamed Aging Snapshot Report.
- The AR Aging Report is also available under Reports > Accounting Reports and includes three views: Summary, Details, and Contacts.
- Just like the old Aging Report (Aging Snapshot Report), you can send customer statements directly from the report.
What to Do Next
Get a full walkthrough of the report, its views, filters, and export options: AR Aging Report Overview
New Feature: Payment Application Date
A new Application Date field on the payment form controls which accounting period a payment counts toward on your AR Aging Report. In almost all scenarios, this field will default as needed for accurate reporting, and you will not need to adjust this date.
Audience: Billing Staff
What Changed
- When you apply a payment to an invoice, an Application Date field now appears below the invoice line.
- You can adjust it if you need a payment to apply to a different date, for example, for a late-recorded check, a split-period payment, or an old unapplied credit applied to a newer invoice.
- The Application Date is not sent to QuickBooks Online. QBO continues to use the Payment Record Date for its own aging.
Why It Matters
Before this update, there was no way to control which accounting period a payment aged into. If a check arrived in December but was recorded in January, your AR Aging Report would show it in January regardless. The Application Date gives your billing team the flexibility to record payments accurately across periods, which is especially useful during month-end close.
What to Do Next
Learn more about how the Application Date works and when to change it: Payment Application Date Overview and FAQs
Feature Update: Price Book Copy + Filtering
You can now duplicate an existing Price Book and filter the Price Books list view by category.
What Changed
- A "Copy Price Book" quick action is now available on each Price Book in the list. Confirming the copy creates an exact duplicate of all pricing tiers, products, and services, appends "(copy)" to the name, and opens the duplicate directly in the edit form.
- A new filter button on the Price Books list lets you filter by category: Customer, Site, Territory, or Customer/Site Type.
- A "Show inactive price books" toggle is now available. Inactive Price Books display with muted text, and their only available action is "Reactivate."
- Please Note: You cannot copy a Price Book if a deactivated Price Book with the same name already exists. Use the "Show inactive price books" toggle to find and rename or reactivate it first.
Why It Matters
Managing multiple Price Books across regions or divisions meant rebuilding similar books from scratch and scrolling through an unfiltered list to find the right one. You can now duplicate an existing book as a starting point and filter the list to find what you need faster.
New to Price Books?
Learn more about creating, managing, and using Price Books in ServiceCore: Price Books Overview
Feature Update: Complete Old Delivery Jobs on Rentals
You can now complete old delivery jobs on rentals where the pickup job has already been finished without affecting your yard counts or product availability.
Audience: Yard Locations Enabled Accounts Only
What Changed
- Previously, completing a delivery job after its associated pickup job was already finished would incorrectly affect your yard counts and product availability.
- You can now close out those open delivery jobs without any impact to your inventory or availability numbers.
Why It Matters
Open delivery jobs left over from completed rentals created noise in your job list and made it difficult to reconcile without risking incorrect availability counts. You can now clean those up without any side effects.
Fixes
Multi-Site Invoice Tax Rounding on PDFs: Resolved a 1-cent rounding discrepancy on Multi-Site Invoice PDFs. The printed invoice total now matches the sum of the rounded subtotal and rounded tax fields. Any historical invoices affected are automatically corrected. Re-downloading or re-printing a past invoice will show the correct total.
One-Time Invoice PDF Billing Period Not Printing: Fixed a bug where manually entered billing periods on One-Time Invoices were not printing on the generated PDF. The data was always saved correctly. Any historical One-Time Invoices with a missing billing period are automatically corrected. Re-downloading, re-printing, or re-emailing the PDF will now show the billing period.
Net Sales Report Line Item Display: Fixed an issue where invoice line items with identical descriptions and start dates were being collapsed into a single row on the Net Sales Report. Every line item associated with an invoice now displays individually, giving you an accurate and complete view of your invoice detail.