Version 2.0.9 – Release Date 20/01/2025
| Change Type | Description |
|
Bug Fix |
Pull across Custom Ship-to-Address on Posted Sales Invoices when Payment Plans exist |
|
Bug Fix |
Carry over Salesperson code to Posted invoice from Sales Order |
|
Bug Fix |
Fix error when Copying a sales order from an existing one, where a Payment Plan template exists |
|
Bug Fix |
Remove tick from Prevent Trigger Action and Require Payment fields when Manual Payment removed from a Payment Plan |
|
Bug Fix |
Grey out Prevent Trigger Action and Require Payment for Trigger Type of 'Release' |
|
Enhancement |
Update Onboarding actions for Payment Plans, including Welcome Screen and Titles within the Take a Tour |
Version 2.0.8 – Release Date 27/11/2024
| Change Type | Description |
|
Enhancement |
Business event added in to support Avalara |
Version 2.0.7 – Release Date 21/11/2024
| Change Type | Description |
|
Bug Fix |
Resolved error on Create Invoices that appears but still creates invoices in background |
|
Bug Fix |
Resolved error where 100% staged payments not updating closing Invoice |
|
Bug Fix |
Removed off % when Staged Payments changed to Fixed Amount |
|
Enhancement |
Added Sales Order Value Inc VAT to Payment Plan Screen |
Version 2.0.6 – Release Date 14/11/2024
| Change Type | Description |
|
Enhancement |
New statuses: "Partially Paid" and "Complete" for Payment Plans. |
|
Enhancement |
Default Payment Plans added to all 3 Customer Templates |
|
Enhancement |
Help links updated for Co-pilot chat |
|
Enhancement |
New field to allow for line value change where 100% Staged payment made and invoiced. |
|
Enhancement |
Option available to remove Sales Invoice header lines from Staged Payment invoices |
|
Enhancement |
Option to utilise a new G/L Account for a balance amount, where a staged payment has been invoiced but the value on the order reduced to less than the invoiced value. |
|
Bug Fix |
Update the Payment Plan Status when a Staged Invoice is made and paid but credited off with a reversal Credit Memo. |
|
Bug Fix |
Ensure Drop Shipment functionality is prevented when Prevent Trigger Action is in use on a Payment Plan |
|
Bug Fix |
Additional warning message added when a Payment Plan will be deleted due to re-opening the Sales Order |
Version 2.0.5 – Release Date 30/09/2024
| Change Type | Description |
|
Enhancement |
Business Central Compatibility Changes |
Version 2.0.4 – Release Date 28/05/2024
| Change Type | Description |
|
Bug Fix |
Resolved Sales invoices where items with varying VAT rates are included. |
Version 2.0.3 – Release Date 21/05/2024
| Change Type | Description |
|
Bug Fix |
Resolved VAT issue when Sales invoice was created, adding further VAT to the invoice when it was already catered for in the Sales Order. |
Version 2.0.2 – Release Date 23/04/2024
| Change Type | Description |
| BC23 compatibility updates | |
|
Bug Fix |
Bill-To customer not transferring to Sales Invoice |
|
Bug Fix |
Auto Invoicing fixed where Prevent Trigger Action is in use on Payment Plan |
Version 2.0.1 – Release Date 29/02/2024
| Change Type | Description |
|
Bug Fix |
Prevent Trigger Restriction occurring on Invoices |
Version 2.0 – Release Date 22/02/2024
| Change Type | Description |
|
Enhancement |
Inclusion of a Manual Invoice option within the Payment Plan card to cater for invoices that must be created manually, outside of the automated process. |
|
Enhancement |
New tickbox on the Payment Plan card to Prevent Trigger Action. Used in conjunction with Manual invoices, it requires an invoice to be generated before the specified Trigger Type can be processed. |
|
Enhancement |
Require Payment option in Payment Plan card to specify invoices must be paid prior to Trigger action being processed. |
|
Enhancement |
Payment Plan Status available throughout Sales documents to confirm the stage at which the Payment Plan is at. |
|
Enhancement |
External Document No can be setup to copy from Sales Order to Invoices when created from the Payment plan. |
|
Enhancement |
Setup options to copy Dimensions from Sales Order headers to invoices. |
|
Enhancement |
Sales Payment Plan report available from the Payment Plan card. |
|
Enhancement |
Updates to the telemetry logging of Payment Plan features |
|
Bug Fix |
Resolved issue around Item charges to ensure Staged Payment invoices come out at the correct values. |
|
Bug Fix |
Changed the installation process so that when installing via Extension Management, the opening page is the Setup Wizard. |
|
Bug Fix |
Resolved the issue around deleted Payment Plans still being checked when Automatic payment plan routine is ran. |
Version 1.0.2 – Release Date 11/01/2024
| Change Type | Description |
|
Bug Fix |
Updated the process so that the Posted Invoice/Credit Memo would create new Comment Lines where the length of string exceeded 100 characters for the Description. |
Version 1.0.1 – Release Date 12/12/23
| Change Type | Description |
|
Bug Fix |
Updated the app so that Sales Credit Memo's were posted successfully where Clever Credit was installed. |
Version 1.0.0 – Release Date 06/10/23
| Change Type | Description |
| Initial Release of Clever Payment Plan Application |