The items mentioned below will be available on July 7, 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.2). Here's how to Keep ServiceCore Up to Date.
Feature Update: Default Billing Settings at the Company and Customer Level
You can now set default billing preferences for recurring invoices at both the company and customer level. This saves you from making the same manual adjustments every time you create a recurring invoice.
What Changed
- Under Settings > Company > Preferences > Accounting, you can set a default Payment Terms, Billing Type (advance or arrears), and Interval. These populate automatically when you create a new recurring invoice
- If a customer has their own Billing Type or Interval set, those customer-level settings take priority over your company defaults.
- Payment Terms can still be set at the customer level, same as before.
Why It Matters
Setting up recurring invoices used to mean adjusting the same Payment Terms, Billing Type, and Interval every time. Now you can set your defaults once at the company level and only adjust settings for the customers who need something different.
Feature Update: Product Details Page Layout
The Product Details page has a refreshed layout to make key information easier to find at a glance.
What Changed
- The product name now displays as a header.
- The Available badge has been replaced with an In Yard badge.
- Total Quantity has been added as a KPI badge.
- The Edit button is more prominent.
Why It Matters
These updates make it faster to see a product's status and quantity information without digging through the page.
Fixes
Product Details Page Rented Count: Fixed an issue where the Rented count on the Product Details page did not account for incomplete past pickups, causing it to show a lower number than the Products page. Both pages now show matching counts.
Rental Transaction Period Start and End Dates: Fixed an issue where invoices generated after the first invoice in a recurring cycle saved identical period start and period end dates. Saving these invoices now correctly captures the distinct dates for each billing cycle. This fix is not retroactive, so historical invoices and existing data share records are unaffected. This applies to Data Share customers only.