YoPrint Changelog

We fixed a bug where trying to export the reports as CSV may sometime fail. This issue is now fixed.

Introduced comprehensive currency formatting across all PDF templates to improve the presentation of financial data in generated documents. All monetary values now display with proper currency symbols, thousand separators, and consistent decimal precision based on your team's locale settings.

Added

• Customer Information

  • Formatted wallet fund balance
  • Formatted order totals (ordered, unpaid, deposit due, overdue, quote amounts)

• Sales Orders

  • Formatted shipping costs and fees
  • Formatted tax calculations
  • Formatted item pricing and subtotals
  • Formatted discounts
  • Formatted balance due and payment information

• Invoices

  • Formatted line item pricing
  • Formatted tax breakdowns
  • Formatted discount values

• Purchase Orders

  • Formatted order totals (subtotal, tax, grand total)
  • Formatted line item pricing with tax calculations

• Job Services

  • Formatted service pricing totals

We were mistakenly showing the date invoice was created at instead of the issue date when rendering the PDF. This bug has now been fixed.

We've added the following filters

• Has Not Invoiced Items
• Has Over Invoiced Items

Sorting Options Added

• Sort by Customer Name

Sorting Behavior Changed

• Sort by Status now sorts by Status Position

We've added two more fields to make the Sales Order and Quote related triggers more actionable:

• customer_portal_order_link
  • Link that logs the customer in and takes them straight to the Sales Order or Quote
• customer_portal_payment_link
  • Link that logs the customer in, takes them straight to the Sales Order and also opens the Payment Dialog.

Based on user feedback, the Customer Portal now defaults to the Sales Orders tab instead of the tab view. Additionally, the selected tab is now reflected in the URL, allowing customers to bookmark their preferred tab.

1. Added payment-related Zapier triggers
2. Added customer-fund–related Zapier triggers
3. Updated “Create / Update Contact” and “Create Customer” Zapier actions to gracefully handle duplicates
4. Added “Assign User to Tasks” Zapier action

Previously, attempting to add a task without specifying a date would result in an error, preventing task creation. This issue has now been resolved. Tasks can be created successfully even when the date field is left empty.

We had a bug where once a user leaves the team, their assignment to the Customer or Tasks remains unchanged. This change allows you to see who it was assigned to, with the opportunity to remove them as needed.

For some reason, we were showing non-granular Order Approval Status in the sidebar. This has now been corrected.