Features

Contracts: Automatic Voiding of Token Debits on Cancellation.

When a contract is cancelled, any associated token debits are now voided automatically. This removes the need for manual adjustments and keeps account balances and contract tokens accurate.

Note: When restoring the contract the void is NOT reversed even though the invoice is voided. Added a warning note when confirming these changes:

Improvements

Invoices: Display benefit token debits associated to invoices.

Added staff-facing visibility of token debits in the footnotes of invoices, improving visibility of token use.

Contracts: Improved Handling of Prepaid Contract Line Items.

Prepaid contract line items are now tracked as returns and exchanges when a contract is edited. Any previously collected line items that do not match the newly calculated price are automatically returned even if no invoice is created during the contract change.

In this example we have edited a contract for Lead Climbing, which will line up and link the invoices, and record the previous collection as a return rather than charging the difference.

Contracts: Added a button to 'Edit Membership/Booking' when viewing Dues Posting & Billing Errors, in the Billing window.

This addition will save time when needing to edit a recurring Contract with a dues posting errors, allowing you to edit the contract without leaving the Dues Posting & Billing Error window.

Contracts: Display invoice total in 'OK' button when editing contracts.

The confirmation button will now display an invoice total when editing or altering a pass, booking, or membership contract.

Customer Portal: Properly sort-order prepaid courses times slots.

Previously, prepaid courses were incorrectly sorted and reflected to your customers Online 

Reports: Added a new "global" permission to 'View All Custom Reports.'

This new permission will allow staff to view all Custom Reports, including ones they have created, without asking for additional Report permission each time they create a Custom Report, such as via the AI Tool.  The permission is located in Manage Staff>Permissions>Reports> View All Custom Reports. The ability to limit access to Custom Reports is still available. 

Plans: Added a warning notification when changing the billing interval on a plan with existing contracts.

Ex. Changing Prepaid to Recurring, or Recurring Monthly to weekly, etc.

Promotions: Clarified language around Contract Promotion Date Restrictions and Codes & Redemption Limits.

Added new descriptions for Contract promo code configuration to clarify settings and constraints. Found In Build (Menu) > Promotions > Date Restrictions (Tab) & Codes and Redemptions Limits (Tab)

Fixes

Contracts: Added help text clarifying that tokens cannot be collected during a deposit exchange, replacing the previous system notice.

Contracts: Improved filter visibility on Invalid Customer Requirements grid. 

Fixed an issue where the default filter for invalid customer requirements did not correctly display the associated facilities.

Contracts: Selecting a filter when Assigning Contracts could cause the page to freeze.

Contracts: Price difference per price point in the Bulk Custom Dues Changer previously displayed as a negative value.

Contracts: Resolved an issue that resulted in a system notice when making Bulk Recurring Changes to membership contracts.

Contracts: Alter Contract Plan now correctly displays an invalid promo code on the new plan, if applicable.

Promotions: Display proper title when creating new Contract Promotion.

Previously, Contract Promotions were displayed incorrectly as Product Promotions.

Promotions: Date Range Picker now functions correctly when filtering for contracts with Promotions.

Front Desk: Resolved rounding error issues when applying promotions.

Previously, certain pricing rounded incorrectly when a discount was applied. This created a mismatch between the Unit Price and Ext. Total, throwing a Server Error.  This bug has been squashed...but let us know if you see otherwise!

Settings: Ability to duplicate Custom (Email) Replacement Fields found in Settings, name is duplicated with the word 'copy' added.

Products: Stock Control> Multi Gyms> Purchase orders, adjustments, item receipts, and transfers now restrict Product selection to the active Products available at the selected Facility. 

Transfers use the Source facility as the "source" of truth for products.

Products: Stock Control > Products without variants now auto populate when selected. 

Previously, products had to be selected from the Select Product Variants window.   

Customer Portal: Prevent your customers from changing an enrollment count online, if the configuration for your Default Enrollment Range is equal, such as 1-1, 2-2 etc