Fix

Weekly Release Notes

Shared by Product Team • June 12, 2025

Issue: When invoiceable visits were reopened and re-closed multiple times—and those visits triggered automatic merging of invoices—the invoice total could become inaccurate due to duplicate line items appearing.
Resolution: We’ve fixed the underlying issue so that automatically merged invoices now retain accurate line item tracking when visits are reopened and re-closed, ensuring invoices and their totals correctly reflect the visit charges.

Issue: Stop Actions in Sequence Automation were being immediately cancelled as soon as the Stop Trigger was met, instead of running the Stop Actions at the appropriate time after the Stop Trigger was met.
Resolution: We fixed the behavior so that Stop Actions now correctly wait their intended time and run after a Stop Trigger is met, restoring the intended automation behavior.

Issue: The Sales Tax Report was calculating totals incorrectly because it included both the purchase of Customer Credit and the use of Customer Credit, when it should have only counted payments made using Customer Credit.
Resolution: The Sales Tax Report now correctly excludes Customer Credit purchases and only includes actual payments made using Customer Credit, so totals are accurate again.

Issue: After loading a page in Copilot, the "Opened Text Conversations" icon in the top right would not immediately show how many conversations were open. The user would have to wait for over a minute until the icon would display.
Resolution: We’ve fixed the delay so that the number of open conversations now appears right after the page finishes loading.
Note: We are currently investigating and working on a fix for an issue with the "Opened Text Conversations" icon where it displays an incorrect number of open conversations. Although load times are now quicker, please note that the indicated number of open texts may still be inaccurate.