Billing, Contracts & Reliability

Billing & Invoice Enhancements

Recurring invoices now generate with rock-solid reliability, Ready-to-Bill calculations actually match reality, and tax and discount handling no longer requires a calculator and crossed fingers.

1.1 Invoicing Enhancements We’ve refined how invoices are created, displayed, and delivered, ensuring accuracy from creation to PDF download.

• Added payment terms option in recurring invoices
• Added tax/discount options in billing templates (Control Centre and Customer modal)
• Invoice headers now change dynamically between Create and Edit modes
• Refactored discount % and tax layout for better clarity
• Merged service charge (%) and value (€) into a single row
• Added character limits to invoice item notes and adhoc item names
• Applied correct date format in PDF downloads
• Added character limits to tax field
• Overdue status updates applied as per schedule
• Removed amount rounding in recurring invoice table
• Show contract amount in invoices created from Ready to Bill
• Improved formatting in email templates

1.2 Recurring Invoice Management More control, better validation, and smarter defaults for your recurring billing workflow.

• Validation required for recurring invoice name
• Added filters for customer, status, and frequency in recurring invoice list
• Added visual indicator for applied filters
• Auto-focus on recurring invoice name when editing
• Restricted editing when start date is in the past for recurring invoices
• Limited “Generate Invoice Before” option to maximum 5 days (disabled for daily frequency)
• Fixed issues with daily, biweekly, and manual recurring invoices
• Next invoice date inconsistencies corrected
• End date updates now functioning properly
• Duplicate recurring invoices in UAT resolved
• Validation errors fixed for manual and daily recurring contracts

1.3 Invoice Accuracy & Display Fixes What you see is what your customers get, no more mismatches or missing data.

• Corrected invoice amount mismatches from Ready to Bill
• Fixed missing or duplicated data in invoice downloads
• Resolved invoice UI breaks with long billing templates and alignment issues
• Notes now included correctly in downloaded invoices
• Activity amounts now reflected properly in invoices
• Service button restored in fixed invoices
• Invoice status filter corrected to sync cards and tables

Contract Hours That Actually Add Up

Prepaid hours, block hours, hourly contracts—we’ve tightened up how DeskDay tracks them all. Better validation prevents entry errors before they happen, progress tracking gives you a real-time snapshot of where you stand, and contract exhaustion checks warn you before you’re working for free.

2.1 Contract Creation & Management Streamlined workflows and smarter field organization make contract setup faster and more intuitive.

• Customer selection moved to first field in contract creation
• Added customer filter in contract listing
• Renamed Business Hours to Operating Hours in contracts
• Improved UI indicators for recurring contract fields
• Default sort now based on amount
• Added improved filtering options
• Updated labels across billing and contracts for clarity
• Added validation messages where missing

2.2 Contract Types: Recurring, Prepaid, Block Hours, Fixed & Hourly Each   
contract type now behaves exactly as expected, no more mystery math or double-counting.

• Resolved issue updating recurring contract end date
• Fixed recurring contract “Day of Week” display issue
• Hourly contract incremental billing issues corrected
• Added validation for contract exhaustion when starting timers
• Prepaid contract reassignment now functioning properly
• Progress bar for prepaid contracts corrected
• Contracts now auto-inactivate after end date
• Fixed saving of “Generate Number of Days in Advance” in fixed weekly contracts
• Recurring invoice next date calculation corrected
• Inactive toggle for contracts now works correctly
• Dashboard design for contracts updated to match design spec
• Contract dashboard totals now correct

2.3 Time Entry & Ready to Bill Improvements Your time entries now flow from ticket to invoice without the mystery math.

• Block hour contract timer stop error fixed from watchlist
• Time entries now correctly reduce prepaid hours
• Prevented multiple time entries in block hours without validation
• Closed projects now appear in Ready to Bill and invoice dropdown
• Updated time entries now reflected correctly in Ready to Bill
• Updated customer names now visible in Ready to Bill
• Search and sorting issues corrected
• Split time entry no longer double-counted
• Products and time entries for fixed contracts now display correctly (zero amount)
• Task time entries now listed properly
• Time entries with attachments are now mailed correctly

Ticketing & Notifications

Status updates stick, auto-replies send when they should, chat notifications arrive on cue, and RMM alert customizations respect your preferences.

3.1 Ticket Creation & Templates More flexibility and fewer clicks when creating tickets from templates.

• Added option to set ticket type in templates
• Subtype selection in ticket template improved
• Added scheduled start time option for ticket creation
• Fixed subtype issues in tickets
• Ticket templates now load correctly
• Ticket creation with scheduled start time corrected
• Ticket properties now included properly from templates

3.2 Email Tickets & Auto-Replies Email-to-ticket workflow is now seamless, with proper user mapping and accurate auto-replies.

• Email alerts creating tickets now include proper usernames
• Auto-replies for unknown emails are sent to the correct user instead of the MSP owner
• Errors opening chat-initiated email tickets resolved
• Email tickets are generated correctly on private servers even if the subject is empty
• Email tickets now appear correctly in Ticket by Status report
• Updated company name and signature now appear in auto-replies

3.3 RMM Integration & Notifications Level RMM integration is tighter, with fewer duplicate alerts and more consistent behavior.

• Duplicate ticket notifications from Level resolved
• Level auto-reply now works consistently
• Duplicate notifications for announcements and level tickets fixed

3.4 Notification & Alert Improvements Get notified when it matters, and only when it matters.

• Variable values will be shown in subject lines for templates
• Status change notifications corrected to show new vs old status
• Attachments and announcement notifications delivered correctly
• Attachment notifications are now sent correctly
• Overdue tickets now displayed on home page
• Technician name included in contract exhausted mails
• Automation rule assignee notifications fixed
• Mobile notifications now working for user messages
• Ticket descriptions no longer overlap with email addresses in notifications

3.5 Ticket Management & UI Smoother interactions, better visibility, and fewer surprises.

• Bulk selections on tickets are cleared upon refresh
• Pagination issues in the ticket table (2nd page navigation) resolved
• Fixed missing Schedule Time in email notifications
• Fixed issue where Scheduled Time appeared as a chip when updated or empty

Interface Polish You’ll Feel (Not Just See)

Misaligned labels? Gone. Confusing placeholders? Clarified. Pagination that skipped pages? Fixed. Graphs and reports that showed yesterday’s numbers today? Corrected.

3.1 Ticket Creation & Templates More flexibility and fewer clicks when creating tickets from templates.

• Added Read More option for announcements in IT-Connect
• Removed horizontal scroll for long titles in announcements
• Hover content now displays correctly in graphs
• Fixed refresh issues in dashboard data

Reports That Tell the Truth

Your reports now show what actually happened, not an approximation.

• Billing status report now shows Billable/Non-billable status correctly
• Graph values corrected in Tickets by Techs report
• Waiting on Customer tickets now display in Tickets by Status report
• Time Utilization by Period export now includes resource names

Under-the-Hood Reliability Upgrades

The kind of fixes that don’t announce themselves with fanfare but save you from the “why is this happening again?” moments that derail your day.

• Filter view now persists across page refresh and re-login
• Sort order no longer resets after page refresh or re-login
• Resolved data fetch issue in Ticket Overview Dashboard when ‘ALL’ option is selected
• Resolved data fetch issue in Customer Overview Dashboard under “Customers”