After you open a sales order preview and choose Quick Actions > Create Purchase Order, the purchase order setup page no longer stops responding. You can choose the destination and continue setting up the purchase order.

The Payment Report and the All Payments Report download now include recorded payments and refunds linked to quotes as well as sales orders. The Tax Report remains sales-order-specific.

Quote shipment details and PDF links now open the expected documents, including custom PDFs enabled for the Customer Portal. Quotes without shipments no longer show an unusable All Packing Slips link.

Invoice PDFs linked to quotes now download correctly, whether you open one invoice, use a compact version, combine all invoices, or export selected invoices.

When a sales order becomes a quote, its historical manual purchase-order links remain visible in the Purchase Orders card and Related Links field.

Before you convert a Sales Order to a Quote, YoPrint now explains what happens to inventory, manual and automatic purchase-order links, billing history, and, when needed, queued QuickBooks reconciliation.

Activity and Sales Order history now show the latest active name when available or the saved historical name, and activity without an actor uses a generic avatar.

Former assigned users remain visible in Production Control and Job details after they leave the team.

Auto Invoice now rejects a 100% margin and values with more than six meaningful decimal places before saving.

Job-approval webhooks now preserve the artwork order captured for that approval.

Invoice PDFs and CSV exports now use the current payment total, including when an invoice has more than one payment.

Purchase Order receipt updates now recompute the parent order status without failing.

If releasing inventory or undoing a Purchase Order receipt fails, the complete receipt now rolls back instead of reporting partial success.

Purchase Order reports now keep Sales Order and Customer details matched to the linked order.

Create Job from Preset now labels the name column correctly and wraps long preset names so you can read them without horizontal scrolling.

Invoice and order documents now include their payments, taxes, jobs, and shipment-linked items when those details are present.

PDF and Purchase Order links now follow the matching Sales Order or Quote after an order changes type.

When an order type cannot be identified, global search no longer opens it as a Sales Order.

Admin and Customer Portal Sales Order and Quote lists now show only supported Sales Orders and Quotes.

When a job has an invalid service configuration, blocked Product, Custom, Fee, and Recalculate actions now show why and link to the job editor.

Open a quote and choose Invoice to create its invoice directly, without converting it to a sales order first.

If you convert the order later, its existing invoice remains attached to the same order.