Printavo updates
Printavo updates
www.printavo.com

Visible generated API token

 

Improvement

 

 

Previously after a user generated a Printavo API token it would not be visible after leaving the My Account page. This would result in a user needing to generate a new API token if they did not save the previous token which would break existing integrations.

The last generated Printavo API token is now visible on Premium subscriptions.

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All plans can now Customize Invoice Statuses

 

Improvement

 

 

In order to allow all plans to customize their workflows, the gating of editing or adding a new status in Customize Invoice Statuses has been remove from Lite/Starter subscriptions.

Bug Fixes and Improvements

 

Improvement

 

 

  • Production files will correctly open in a new window
  • Fixed importing of sub-customers from Quickbooks Online when there is only a company name present to use the Quickbooks display_name as the sub-contacts first name in order to save.
  • Fixed an issue that stopped the Daily Printavo Schedule email from sending
  • Removed duplicate customer name from the Order Activity email modal
  • Updated user uploaded attachments on a message to be sent over https which prevent Chrome users from opening the attachments
  • Fixed an issue when generating a Merch store from a quote when there was a similar size option name that would result in a infinite pending store
  • Updated the Merch payment page to render an error message when there is no active payment gateway
  • Fixed an issue when a color column was hidden on a quote/invoice that prevented the correct garment price from being used in the price calculator.
  • Updated the Payment/Expenses Export to calculate the sales tax on the partial payment instead of the whole order on a quote/invoice for better sales tax reporting

Larger Work Order/Invoice Number

 

Improvement

 

 

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When orders are printed, the invoice number and nickname can be small. This change makes them larger and easier to see.

Zapier - Update Invoice Statuses

 

Improvement

 

 

Using Zapier, you can now update an invoice status from an Action. This means, when an invoice has completed a stage in a separate application (Trello, Google Sheets, etc), it can automatically change the invoice status in Printavo.

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Misc Bug Fixes and Improvements

 

Improvement

 

 

  • Automation emails can now handle up to 30 email addresses across the to, cc and bcc fields
  • Fixed a shortcode bug when manually sending a message from a quote/invoice
  • Removed vendor product catalog products from the custom products page
  • Addressed misc bug fixes and performance improvements

Updated Payments/Expenses Export

 

Improvement

 

 

In oder to allow accounts to:

  • Calculate commission on just cash received
  • Reconcile payments with payments actually received in their bank account
  • Create reports on how much a customer has actually paid a shop without X date range
  • Calculate sales tax owned based on payments received

The Payments/Expenses export has been updated to include the following new columns:

  • Invoice Owner
  • Invoice Sales Tax
  • Invoice Created Date
  • Invoice Payment Due Date
  • Invoice Customer Due Date
  • Invoice Production Due Date
  • Customer First Name
  • Customer Last Name
  • Customer Company Name
  • Customer ID

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Misc Bug Fixes and Improvements

 

Improvement

 

 

  • Improved the TSC account based pricing lookup performance and frequency
  • Fixed product search to not return discontinued catalog products
  • User or contractor profiles are now sorted alphabetically when selecting on a quote/invoice
  • Addressed misc bug fixes and performance improvements

Merch Order Summary Export

 

New

 

 

In order for better Merch store analysis, sales tax reporting, reconciliation, and exporting to external shipping services, Merch now has an Orders summary export in the Export Data tab of the Merch Store Settings page.

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The following column headers will appear in the "Orders summary export":

  • Order #
  • Order Visual ID
  • Order Completed Date
  • Payment Transaction ID
  • Customer Name
  • Customer Email
  • Customer Phone Number
  • Shipping Address1
  • Shipping Address2
  • Shipping City
  • Shipping State
  • Shipping Zip
  • Shipping Country
  • Billing Address1
  • Billing Address2
  • Billing City
  • Billing State
  • Billing Zip
  • Billing Country
  • Total Quantity
  • Items Subtotal
  • Personalization Total
  • Coupon Code
  • Coupon Discount Total
  • Order Subtotal
  • Sales Tax
  • Customer Selected Shipping Cost
  • Order Total
  • Total Weight (oz)
  • Customer Selected Delivery Method
  • Actual Delivery Method
  • Actual Shipping Cost
  • Total Fundraised Amount
  • Fulfillment Status

The previous Merch export is now the Orders by line items export and contains the same information as before for each order's line item details.

The following column headers will appear in the "Orders by line item export":

  • Order #
  • Order Visual ID
  • Order Line Item #
  • Order Completed Date
  • Payment Transaction ID
  • Customer Name
  • Customer Email
  • Customer Phone Number
  • Shipping Address1
  • Shipping Address2
  • Shipping City
  • Shipping State
  • Shipping Zip
  • Shipping Country
  • Billing Address1
  • Billing Address2
  • Billing City
  • Billing State
  • Billing Zip
  • Billing Country
  • Product Name
  • Product Variation Details
  • Personalization 1 Name
  • Personalization 1 Input
  • Personalization 1 Upcharge
  • Personalization 2 Name
  • Personalization 2 Input
  • Personalization 2 Upcharge
  • Paid Total
  • Total Quantity
  • Coupon Code
  • Fundraising Method
  • Total Fundraised Amount
  • Tax
  • Flat Rate Shipping Cost
  • Actual Shipping Cost
  • Customer Selected Shipping Cost
  • Fulfillment Status
  • Actual Delivery Method
  • Customer Selected Delivery Method

For more information and example exports visit the Printavo Help Center Printavo Merch Settings: Export Data.

Added Contact Public Profile link

 

Improvement

 

 

Contacts now have an easily accessible link to their public profile page to view only their own orders from the Customer page.

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Example of a Contact Public Profile page

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