Release Notes - OS 2.27.0

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NSW Peak Demand Reduction Scheme [AU Only]

Effective November 1, 2024, battery installations in solar systems will be eligible for Peak Reduction Certificates (PRCs) under the NSW Peak Demand Reduction Scheme in New South Wales (NSW), Australia. 

Aimed to reduce demand in peak times, lowering the cost of electricity and reducing risk of power outages, this new incentive will be applied to support households and small businesses in their installation of a new behind-the-meter BESS and participation in VPPs.

Read more about it here.

Enterprise Updates

• Workflow Automations: Pros can now enable automation in the Workflow configuration to automatically update Project Stages to 'Sold' or 'Installed' when these statuses are marked in the Sale or Installation sections.

CashFlow

• Enable Undo for Offline Payments - Currently, pros can mark payments as collected offline with a reason. However, feedback from early users has indicated a need to re-open these payments to collect them through CashFlow instead. A new “Undo Mark Paid Offline” action now allows pros to revert offline payments back to unpaid status.
• Added "View Payment Page" Action - Pros sometimes need to view the customer-facing payment page. The new “View Payment Page” action provides pros with direct access to this view.
• Enhanced System Deletion Handling - To improve error clarity, we’ve updated messages shown when a pro attempts to delete a system with an outstanding invoice. Pros can now delete other systems in a project even if a separate project system has an outstanding invoice.
• Google Autocomplete for Address Entry - To simplify onboarding, pros can now use Google Autocomplete to streamline address entry during registration, minimising manual input.

Expanding CashFlow (payments)

• Tax Rate Validation for non-US Markets - We’ve added validation on CashFlow payment methods to ensure accurate tax rates for Australia and the UK. The U.S. market remains unaffected due to complex multi-level tax structures.
• Localization of Registration Flow & Configurations - Registration and automated email communications now use region-appropriate language (e.g., UK/AU English).
• Geo-Specific Default Account Settings - CashFlow now has geo-specific default settings for Australia and the UK to streamline the setup for pros adopting the feature.
• Geo-Appropriate Agreements - Ensures correct CashFlow agreements display for each geographic market.

Australia (AU) Market - Features

• Direct Debit Processing - Enabled in the Payment Gateway for AU, allowing customers to process bank transfers directly via CashFlow.
• AU State Display in Invoice Details - AU states are now available in the “Edit Invoice Details” section.
• Enhanced Application Validation - AU company representative phone validation now occurs at the correct stage in the application process.

Pro Experience Improvements & Bug Fixes

• Payment Adjustments Improvements - Moved the “Reset” button to the bottom of the popup for increased visibility and to prevent accidental saving.
• Invoice Email Character Support - Fixed issues preventing special characters in Pro org names within CashFlow invoice emails.
• Prevention of Negative Values - Updated the payment adjustments workflow to disallow negative entries.
• Corrected Payout Email Fee Calculation - Fixed incorrect fee calculations in CashFlow payout emails.
• Invoice Recipient Email Override Fix - Addressed an issue where editing invoice details did not override the recipient email when previewing before sending.
• Dynamic Currency Symbols - Emails now display the correct currency symbol based on project country.
• Country Restriction on CashFlow Usage - Users now receive an error if they attempt to use CashFlow on projects outside their org’s country.
• Send Email Popup Fix - Resolved issue where the send email popup wouldn’t close after sending an invoice from the new manage page.
• Invoice Save Error Fix - Corrected an error occurring when sending an invoice immediately after its first save.
• Offline Payment & Credit Note Fix - Resolved issue preventing pros from cancelling an invoice or marking it as paid offline due to a credit note record.
• Standalone Invoice VAT Issue Fixed - Corrected an issue where VAT was preventing standalone invoices from being generated.
• Sungage - Custom Tariff Error - Fixed an error occurring with custom utility tariffs in Sungage pricing.
• LightReach - Contract Accessibility Issue - Addressed issue where contracts became inaccessible when the Pro created quotes and contracts via the LightReach portal, then voided both.

Battery Design Assistant Updates

• Fixed the issue with the country filter for Sponsored batteries.
• Fixed the incorrect units appearing in the fields.
• Updated the name from  total continuous power to average continuous power. 

Bug Fixes

• Resolved the issue in the new Manage page's date format does not follow the regional date format (Early Access)
• Fixed the issue where the tariff notes were showing incorrect days on online proposals.