Release Notes: December 21st, 2020

An update was released to all systems. Following are release notes related to new features, changes made to existing features and functionality, and fixes for previously reported issues. If you have questions, please contact our support department for assistance through our support site here or by emailing

Enhancements / Refinements

  • Added the ability to select multiple records (Invoices or Estimates) to email or download.  Found in the Sales Module > Customers > Specific Customer > History > Orders or Estimates > Email Multiple Invoices or Estimates.  

    1. Turn on Selection Mode by clicking the switch to the left of this help icon.
    2. In the table below, select up to 20 records.
    3. Click the Email Multiple Invoices or Estimates button to the right of this help icon.
    4. Review the selected records and then select Email or Download to finish.


  • When emailing Estimates, the To: address defaults to the Customer's Primary Contact.
  • When emailing Invoices, the To: address defaults to the Customer's Billing Contact.
  • Estimates and Invoices cannot be combined into one ZIP file.
  • Turning off Selection Mode or refreshing the page will cancel your selections.

    Important Note: The above walkthrough can be found by clicking this help icon next to the new feature.