An invoice managed by Auto Invoice shows the tax selector again, so you can apply a custom percentage, Tax Exempt, a tax preset, or a supported Auto Tax rate. A tax you set stays yours through later order, shipment, customer, exemption, and invoice address changes, and an ordinary save no longer rewrites a tax you did not touch.

You can also add, edit, delete, and reorder your own discount lines and extra shipping fees, in one section at the bottom of the invoice. Managed order lines, shipment-linked fees, packing, and Auto Pack stay locked, and manual discounts and fees that were hidden behind that lock are visible again.

Searching invoices from the invoice list now returns the full invoice, so the actions menu and its PDF options open instead of failing. Paid, partly paid, and unpaid amounts are also correct in both search results and filtered invoice lists.

Cloning a sales order no longer fails when an invoice line points at a shipment on another order, or at a shipment item that is not part of the clone. YoPrint reconnects the link to the cloned shipment where it safely can, and otherwise leaves the copied invoice line without it, keeping the financial line itself.

The Tax ID column in a customer export from the Download Center now contains the customer's tax number instead of being empty.

Search results in the Customer Portal now leave out draft or unfinished quotes and auto-saved quotes and sales orders. In YoPrint, the quote list also leaves out auto-saved orders that were never created.

Auto Tax is a United States calculation. You can select it, and set it as your default, when your plan includes it and your team is on a US plan, even before you have added a US Nexus.

Without a current US Nexus, YoPrint saves a zero Auto Tax amount rather than failing or guessing. Once you add a US Nexus in your company locations, new invoices calculate a real rate, while invoices that already carry a zero amount stay as they are.

Tax Presets now keeps showing Auto Tax and explains why it is unavailable, whether that is because your plan does not include it or your team is not on a US plan.

Cloning a job or a sales order no longer copies attachments, mockups, and production files that had been deleted from the original, including files attached through a job service. Active files are still copied.

When you select Open full job from Add a previous job, the Customer Message window and other job windows no longer open behind the previous-job list. Close the job to return to the list and continue adding it.

Customers can select an artwork approval preview in the Customer Portal to open it full screen and zoom or drag it to inspect the details before approving it or requesting a change. Closing the preview keeps their choice and their typed comment.

For Mockup Creator designs, the preview shows the revision that was sent for approval, not a later edit, and multi-page designs page through the revision that was sent.

Starting Create Mockup again after publishing and closing the first editor now creates a separate design instead of saving over the one you just finished. This applies from the job mockup tab and from the job section of a sales order.

When a save fails because a template, an approved source version, or a job service is no longer available, Mockup Creator now names the problem and offers a next step instead of a generic save error.

• Remove the out-of-date template link and save the same canvas again.
• Open the latest approved version.
• Refresh or remove the job service selection, then save again.

A job service that no longer exists is now reported instead of being dropped silently, so a save cannot quietly clear the services on a design.

When you select Invoice or Auto Invoice while creating or editing a quote, the window no longer closes as soon as it opens. You can now finish the invoice without reopening it.

Adding or editing a customer's third-party carrier billing account now uses one dialog everywhere: on the customer page and inside Create Label, Create Shipping Estimate, and Edit Shipping Estimate. It asks for Label, Account Type, Account Number, Postcode, and Country, and the country picker keeps the country name and its code together.

Editing an existing account now sends the values the update needs, so a saved change is accepted. The duplicate older form and the shipping-only copy of this dialog are gone.

Dates on Shopify sync labels, sales order payment term labels, and billing retry messages now read as ordinary text such as 09/06/2026, 9:27 AM, instead of showing character codes where the slashes should be.

A purchase order with its own destination in the United States or Canada now stops you at the form while the state or province is blank, rather than accepting the order and leaving the destination incomplete. Destinations in other countries still take free-text regions.

Editing a saved customer or custom address used to change the address on invoices and orders that had already gone out. It does not anymore. Changes apply to future orders and invoices, while documents already sent keep the address printed on them, including when customers view them in the Customer Portal.

An address that has been replaced stays readable on its old documents, but it cannot be edited, deleted, chosen as a future default, or used as a stock or purchasing location. When you have one of those older addresses selected, Use current address appears so you can move to the replacement.

A purchase order with its own one-off destination now replaces just that destination, without touching the shared address other purchase orders use. If a customer brand profile points at an address that has been replaced, YoPrint warns you on the profile and offers the current one.

Ship date and time now follow the timezone in your profile, so a saved date does not shift when your computer is set to a different timezone. A past ship date on a saved estimate stays visible as saved instead of quietly becoming today, while still blocking new rates until you correct it.