What we released in March 2025
Latest release: 2025-Q1R3
Download Release Notes for 2025-Q1-R3
Customers and Invoices
Add a Custom Invoice message
Sometimes you just need to communicate extra information to your customers. Within the Invoice and Quote settings we have added a new field, “Invoice Message”. This free text field allows you to record a message that will be printed on all invoices and quotes in a new section in the footer.
Products
Pricebooks can now be added to quotes, invoices and purchase orders
To use a loaded Pricebook in an invoice, quote or purchase order, choose Pricebooks from the drop-down menu on a quote or invoice.
Select the Pricebook from the drop-down list to display all of the products included in that Pricebook. Choose which Pricebooks to add and then use Select Products to add them to the transaction.
Theres a little more to it, which you can find out about in our help article https://infusion.helpjuice.com/en_AU/pricebooks/using-pricebooks-in-invoices-and-quotes
Adding a superseded product when using a Pricebook in a transaction
With adding products to a transaction, it’s possible that a product that’s been superseded will be added to the transaction. When a superseded product is selected in a Pricebook to be included, Infusion will alert you with a message advising the products been superseded and allowing you to choose whether you want to use that code or the superseding code:
Serial numbers can now track costs individually
We’ve added a new option to allow the tracking of individual costs on a serial number. When enabled, each serial number assigned to a product tracks the costs independently. This ensures that the transaction using a serial number accurately reflects the costs for that serial number.
In contrast if the option is disabled, then the costs of the serial numbers will depend on the system settings for product costs. Either these will be the average cost or the latest cost of all of the serial numbers against the product.
Nominate required fields on products
We’ve introduced the ability to specify additional fields on products to be marked as required. Within the Product Settings of the Settings module, users now have the ability to set five additional fields as required or not.
Any fields set as required only take effect at that point. Previously created products will only need to have that field filled in the next time they are edited.
Financials
New Banking method filter added
To make preparing bank deposits easier, we’ve introduced a new filter on the Prepare Bank Deposits function. This lets you filter all of the payments by a payment type to select the takings of that payment type for the bank deposits.
When you change the payment type, all of the selections are remembered. This way you can easily create bank deposit transactions that mirror your actual bank deposits.
Jobs
Consolidated lines on invoices generated from Jobs
When generating job invoices, if there are any approved lines with the same product code they are consolidated into a single line. This keeps the invoices simple and tidy and by clicking on the line you can view all of the amounts making up that line.
Tab autosave defaults now available
To make it easier, staff can now be set to have the tabs saved automatically. Staff need to be set as an application user in the Staff module to have the option, but when enabled any changes they make to a job tab will be saved automatically.
POS
Recall Invoice improvements
We’ve made a few improvements to the Recall Invoices screen, specifically that you can now see the number of pending invoices under the customer’s name, and when opened, you can now see the order number for the corresponding unposted invoice.
Shopify
Shopify can now be integrated with Infusion
Expanding the number of E-Commerce integration options available to our users, we are pleased to announce Infusion can now integrate with your Shopify site.
Integrating the two is done through the E-Commerce Integration settings. Choose Link E-Commerce site and select Shopify. You’ll need to enter in your Shopify URL and choose to link it, and Infusion will take care of the rest to establish the link. You can find more about this process here https://infusion.helpjuice.com/en_AU/shopify/integrating-infusion-and-shopify
Once set up there's a few other settings to complete. An explanation of each of these settings can be found here https://infusion.helpjuice.com/en_AU/shopify/shopify-settings
Once Shopify and Infusion have been integrated, products can be sold through Shopify, including kitsets and variants. To sell a product through Shopify, users need to enable “Include on Website” on each product to be sold online
Set the account behaviour used when sales are made in Shopify
When customers use your Shopify E-Commerce site, you can now choose whether guests use a generic “Cash Sale Account” or have a customer account created for them. If you elect to use a cash sale account, you also have to specify which customer account to use.
Downloadable release notes
Release Notes for 2025-Q1-R1
Release Notes for 2025-Q1-R2
Release Notes for 2025-Q1-R3
What we released in February 2025
Release Notes for 2025-Q1-R2
Customers and Invoices
Job number is now included on the Customer Invoice reports ***New***
To make it easier for you and your customers to know which job invoices relate to, we have added the Job number to the Customer Invoice and Customer Invoice (with Backorders) reports. This is adaptive, so if an invoice doesn’t come from a Job, this doesn’t show on the report.
Note that if you use any customised invoices, these will need to be recustomised to accommodate the addition of the Job number. For more information on how to do this please contact our support team or your partner.
Customer Items List added ***New***
Building on our release of Customer Items in the 2025 Q1R1 release, we’ve added a new Customer Items report. This report provides users with a list of all Customer items that have been created in Infusion, and details about those items.
Let’s look at how to run this report.
A new menu option has been added under the More Options menu of Customer Items:
This report has a number of filters to refine the Customer Items being reported on:
API/Integrations
Change to Customer Charge to requirements in the API ***Updated***
We’ve made a change to the Customers endpoint in the API. Now when posting an invoice through the API, it only needs to have the corresponding Customer number to ensure that the invoice is assigned and billed to the correct customer.
If the customer has a nominated head office account, then invoices posted through the API will be billed to the nominated head office account.
Sending product groups to WooCommerce is now optional ***New***
Product Groups in Infusion can now be set to either sync or not sync with WooCommerce. This setting is found in the E-commerce settings in the Integration settings. If the Product Groups aren’t set to sync with WooCommerce, then the grouping set up in WooCommerce will be used.
Other
Send from an email address is no longer supported ***Changed***
Infusion now no longer supports a send from email address. Email addresses entered in the Email Settings are now a Reply to email address only. Emails sent out will now be sent from no-reply@app.infusionbusinesssoftware.com and will have the nominated email address as the reply to email address.
We’ve already sent out communications to all users who use the send from feature, alerting them that this change was coming.
Identify 2FA enabled users at a glance ***New***
To make it easier to see which users are keeping your precious and private financial data safe, a new 2FA badge has been implemented on the Users page. Users with two factor authentication (2FA) or time-based one-time password (TOTP) enabled on their account will have a badge display by their name on the Users page.
Background performance and reliability improvements ***Improvement***
We’ve tweaked and changed a few things behind the scenes, improving the performance and reliability of Infusion. These are a bit too small and technical to detail the specifics,
User Experience
GIF Images are now supported in document storage ***New***
To give users more choice in the types of documents able to be stored in Infusion, we’ve added the ability to store files with the “.gif” extension.
Re -Indexing status now shows on pages ***New***
When Infusion is re-indexing in the background, such as after an upgrade, a new warning appears if a user opens a page that is still re-indexing.
Shorter node names on licensee list ***Improvement***
Based on feedback, we have made a slight change to the Licensee list page. By using a shorter node name in the node column, it makes the whole page a little narrower and easier to use.
What we released in January 2025
Release Notes for 2025-Q1-R1
Customers and Invoices
Customer Items **New**
We’ve introduced Customer Items, something that has been requested by a number of customers! This brand-new feature allows you to create products that customers have brought in for your attention, such as items that are in need of a repair, either under warranty or not.
Let’s take a quick peek at some of the new functionality of Customer Items.
Because Customer Items can vary so much, we’ve brought in the ability to add custom fields on the Customer Items to capture details specific to your needs. These are under a new section in Settings called Customer Items. Specifically, the Item Type Custom Fields, which allows you to set up a number of Custom Fields.
As well as a the Customer Item Types setting, which lets you set which Custom Fields apply to which Customer Item Types:
A new Items function has been added to the Customers module. All Customer Items are added there using Add:
A number of different pieces of information can be recorded when creating a new Customer Item, including Custom Fields:
For more information on Customer Items, including all of the settings and functionality, see our help articles on Customer Items here - https://infusion.helpjuice.com/en_AU/customer-items
This is only the first step; our team are still working to bring more functionality to Customer Items in the near future.
API/Integrations
Supplier information added to the Product API Endpoint **New**
We have introduced the ability to retrieve information about the suppliers on an existing product through the Product endpoint. In addition to retrieving information about suppliers on existing products, when creating a new product users can now add supplier information about those products through the Product API endpoint.
User Experience
Partners can now view version number **New**
Based on the feedback from our valued partners, a small change has been made to the Partner role. Specifically, that users with that role can now view the version number of Infusion in the information section at the bottom of the modules:
This lets you see what version your clients are running and whether they have been updated to the latest version.
