Midnight v9.12.0 (12/21/2024) Release Notes Follow

The QuickBooks Export for Program Fees is Now an Invoice and not a Cash Sale

Based on customer feedback, we are now  importing Program Fees on the Quickbooks IIF as an Invoice and not as a Cash Sale. Included in the detail of the file will be the Midnight Payment Record, the Payment Transaction ID along with the Invoice number for easy cross-reference. 

 

Improved Payment Allocation Logic

We’ve updated the payment allocation logic in the Midnight software to align with the behavior in Print Reach Central (PRC).

When making a payment on multiple invoices, payments are now applied sequentially, starting with the oldest invoice and moving to newer invoices.

If a payment amount is insufficient to allocate any funds to an invoice, that invoice and its associated order will remain unchanged. The payment record will reflect the invoice with a zero allocation, ensuring accurate financial reporting.

This update resolves inconsistencies in payment application by replacing the percentage-based allocation method with a sequential approach. It ensures payments are distributed logically and transparently, providing a consistent experience across Midnight and PRC products.

 

Display of the Invoice Number in the Accounting Export Log

In this release, we've improved the Accounting Export page by updating the export log to display the Invoice Number instead of the Invoice ID. This change makes it easier for users to identify invoices based on familiar numbering rather than internal IDs. Now when navigating to the export log and clicking on the details icon, the system will correctly show the Invoice Number.

 

Enhanced Print Calculator: Static Unit Pricing Based on Volume Rate

We've addressed an issue where the unit price in the Print Calculator's Run Results section did not align with the rate entered in the Volume Pricing grid. Customers can now expect the following improvements:

• Static Unit Rate Display: The unit price in the Run Results section will now reflect the rate entered in the Volume Pricing field as a constant, regardless of quantity changes.
• Improved Calculation Accuracy: Calculations will retain full precision, with rounding applied only for display purposes to ensure consistency.

These updates provide greater alignment with customer expectations, ensuring clarity and consistency across the Print Calculator.

 

Fix: Accurate Unit Price Calculation in Job Cost Report 

We resolved an issue where the Job Cost report was pulling incorrect unit price values. The report now accurately calculates the unit price based on the following logic:

1. If the item is used in the Print Calculator:

   • Unit Price = Unit Value * Paper Markup % * Markup %.
   • Unit Value is sourced from the Order’s Inventory tab.
   • Paper Markup % and Markup % are derived from the Print Calculator associated with the item.

2. If the item is not used in the Print Calculator:

   • Unit Price = Unit Value from the Order’s Inventory tab.

Additionally, if either Markup % or Paper Markup % is set to 0, the Unit Price will default to the Unit Value instead of calculating as 0, ensuring the price carries forward appropriately.

This adjustment addresses discrepancies causing confusion for customers and ensures accurate reporting for bookkeeping.

 

Wide Format Material Search Screen Update

We updated the Wide Format Material Search Screen with additional columns (Name, Customer Part No, ItemID, OnHand, Available) to make it consistent with the Standard Material Search Screen.

 

Midnight / PRC Invoicing Feature Updates

As we mentioned in our last release notes, we've been working hard to develop and refine our Midnight Invoicing tool, and we’re excited to announce that it’s now fully available for all customers. This feature is packed with capabilities designed to simplify your billing process and enhance your overall A/R workflow. 

Interested in unlocking this powerful tool? Contact support to learn more about how the Invoicing feature can benefit your business.

Below are the newest updates you will find in this release:

 

Support for Orders using Group Billing 

We’re excited to introduce the “Create Group Billing Invoice” option available in the Order > Version tab > Create Invoice Dropdown menu. This new option enhances the invoicing experience for users leveraging the Midnight Group Billing configurations and simplifies the process by generating invoices directly based on the Group Billing setup of an order, ensuring accuracy and reducing manual effort. It is important to note that in order to create a Group Billing Invoice, you must do so on the Order. It is not available from Accounting > Invoices, or from PRC > Invoicing.

Here’s what’s new:

• Seamless Integration with Group Billing: Create invoices that automatically reflect the Group Billing structure and utilize the configured units of measure (e.g., "Each," "Container").
• Enhanced Invoice Layout: Invoices now display grouping details, maintaining consistency with the Group Billing preview while showing group-specific rates and calculations.
  User-Friendly Enhancements:
  • “Add Items” Button Hidden: Prevents modifications to the invoice for accuracy.
  • Editable Amount Due: Allows partial invoicing while locking Group Billing data for consistency.
  • Notes & Group Details: Add notes to groupings and view detailed breakdowns of included services directly on the invoice.
• Improved Usability: Visual indicators and tailored messaging guide users to create Group Billing invoices from the correct interface, ensuring proper setup.
• Legacy Compatibility: Supports features like negative line items and previously invoiced amounts, aligning with legacy Group Billing reports.

This update streamlines the invoicing workflow for Group Billing users, saving time and enhancing the flexibility of Midnight’s dynamic invoicing system. If you are unfamiliar with the Group Billing feature in Midnight, check out the Knowledge Base article for details. 

 

Option to Download or Print the Invoice from Order Reports

While the beauty of Midnight Invoicing is that you can generate Invoices and immediately email them to your customers for payment, we recognize there are still times you want to print off the invoice and send it via mail. With that need in mind, we now have an option in Order Reports for the invoices created in the Invoicing tool. The current layout was designed to fit in a #10 2-window envelope. You can locate this new report in the Order > Reports > and select "Midnight Invoicing (Beta Report). 

Just like our other reports, you can Print, Download or Export the report. A screenshot of a report built with our Invoicing tool is below. 

 

Display Previously Invoiced Amounts and Negative Values in Parenthesis

Negative amounts on invoices, including both regular and Postage Request invoices, will be displayed in parentheses for clarity. This formatting ensures consistency and easy identification of negative values.

 

Linked Orders in the Invoice Grid

We've enhanced the Invoice grid to improve accessibility to individual orders. Now, each order listed in the Invoice grid is displayed as a clickable link that opens in a new tab or window. This update allows merchants to seamlessly access multiple orders listed on a single invoice without leaving the invoice screen, boosting efficiency when managing multiple orders under one invoice.

Key Enhancements:

• Each order in the Invoice grid is now an independent link that opens in a new tab or window.
• For invoices with multiple orders, each order link is separated and accessible individually.
• Customers can stay on the invoice screen while reviewing order details in separate tabs, enhancing ease of navigation.

 

Apply Earmarked Funds to Already Invoiced Service and Postage Amounts

We’ve improved the existing earmarked funds functionality to allow the funds to be available to both non-invoiced and invoiced services and postage. 

Key Enhancements:

• Improved Workflow for Non-Invoiced Services/Postage
  The existing "Apply Funds" button on the Postage tab has been enhanced to provide clearer guidance when earmarked funds are available for non-invoiced services or postage.

  • When selected, earmarked funds are applied to non-invoiced services/postage first.
  • If open invoices exist on the same order, and additional earmarked funds are available, a prompt directs users to the Invoice tab to apply remaining funds to invoiced amounts.

• New Option for Applying Funds to Invoiced Amounts
  A new "Apply Earmarked Funds" option has been added to the payment selection window on the Invoice tab. This allows users to directly apply earmarked funds to specific orders within an invoice, much like applying available Escrow funds.

  • Supports partial payments with automatic balance tracking and updates.
  • Includes clear messaging to handle cases where earmarked funds can only partially cover the invoice.
    

• Support for Orders with Multiple Invoices
  Users can only apply earmarked funds to the specific order they are associated with, even when an invoice includes multiple orders. This ensures precise allocation and prevents overpayment.

• Restrictions for Fund Application
  To maintain accuracy, earmarked funds can only be applied through the Postage or Invoice tabs within the order interface. Attempts to apply funds from areas like Midnight Accounting or Print Reach Pay are restricted.

• Updated Balance Displays Across Tabs
  After earmarked funds are applied, updated balances are reflected in the Postage, Invoice, and Payment tabs. Remaining earmarked funds are shown in the "Available Balance" section of the Postage tab. Unused funds can be directed to Escrow as usual.