What’s New

Major capabilities currently present in the web beta.

Current beta documentation · Updated September 2026

Workspace

• Business and Practice workspace switching
• Dashboard status cards
• Desktop/mobile navigation
• Version status and Refresh App

Customers

• Search/sort Active and Archived records
• Shipping, tax, notes, discounts
• Customer-specific price, description, and product availability
• Invoice/receipt and payment history

Products

• Catalog search/sort
• 3D-print costing calculator
• Material, machine, hardware, packaging, labor, markup
• Suggested price rounded to nearest nickel

Sales

• Draft invoices
• Quick Sale receipts
• Customer pricing and manual overrides
• One-off custom items
• Finalize, revise, print/save PDF, void

Payments & reports

• Full/partial payments
• Payment methods/reference
• Summary, Invoice, Receipt, Payment, and Outstanding Balance reports

Search

Global search across customers, products/materials/prices, invoices, and receipts.

Planned

Planned Separate Quotes and Orders/Production workflows.