Weekly Release Notes

✨ Enhancement:
When creating or editing a visit, you’ll now see Level Billing indicators directly next to line items when searching and selecting them from the line item dropdown menu, making it easier to spot which ones are included in the Level Billing plan and which will be invoiced separately.

🪲 Issue:
When downloading a PDF that includes multiple estimates or invoices, the invoices or estimates overlapped each other and became difficult or impossible to read.
✅ Resolution:
This formatting issue has been fixed, and downloaded PDFs with multiple estimates or invoices now display all text clearly without any overlapping.
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🪲 Issue:
Visits generated from multi-step programs were not correctly carrying over the set tax amounts for each line item.
✅ Resolution:
Visits now correctly inherit the predefined tax amounts from multi-step programs, ensuring accurate tax rates and correct totals.
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🪲 Issue:
In some cases, invoices showed a negative year as the invoice date if the line item(s) didn’t have a date selected.
✅ Resolution:
This issue has been fixed by adding guardrails so that invoices now use a valid date, even if one or more services don’t have a date filled in.