Changelog

August 11th, 2026

Allow Tax Override on Line Items

Dealers can now manually control the taxable status of individual line items directly from Quotes and Orders.

A new Allow tax override on line items setting is available under Sales Tax Settings. When enabled, users can mark eligible standard catalog items as taxable or non-taxable, giving dealers more flexibility to handle tax requirements that may vary by product or customer situation.

What’s New

• New account setting: Administrators can enable Allow tax override on line items under Sales Tax Settings.

• Standard items: Once enabled, standard catalog items can be manually marked as taxable or non-taxable from the Quote or Order.

• Custom items: Custom line items continue to support taxability selection as before.

• Tax-exempt customers: Tax override is automatically disabled when the customer is marked as tax exempt.

• Built-in appliances: The default taxability follows the existing Built-in Appliance Tax setting and can be overridden when applicable.

• Related charges: Protection plans and fulfillment charges continue to follow the taxable status of their associated product based on the existing tax rules.

Important to Know

• The feature is disabled by default. Administrators must enable it before standard line items can use tax override.

• When disabled, the existing tax behavior remains unchanged.

• Existing Quotes keep their previously saved taxability values if the account setting is later changed.

• Tax override controls are hidden for existing line items after a Quote is converted to an Order or once an item has been paid. Newly added Order line items can still use the override when applicable.

• This feature provides manual taxability control; it does not automatically determine state, county, or local tax requirements.

Add Sales Tax Support for Fulfillment Service Fees

Dealers can now include eligible fulfillment service fees in sales tax calculations using a single configuration setting.

What's New

• Apply sales tax to supported fulfillment service fees, including:

  • Delivery charges

  • Trip charges

  • Pricing zone fees

  • Haul-away fees

  • Installation charges

• Tax-exempt customers continue to remain tax exempt.

• A single configuration setting controls taxation for all supported fulfillment service fees.

Important Notes

• This feature only applies to new quotes created after the feature is enabled. Existing quotes are not affected.

• Dealers may notice higher tax totals if fulfillment services are taxable in their jurisdiction.

• Individual tax rules for different fulfillment fee types are not supported in this release.

✨ Update: Website Builder

What's New

Website Builder is now available as a dedicated experience for creating, managing, and publishing websites.

This release introduces a simplified website onboarding flow, direct content editing, page and section management, SEO controls, custom code support, and a Draft → Publish workflow that gives users greater control over how website changes are prepared and released.

In addition, the storefront experience has been refreshed with updated Hero and Best Seller sections to improve navigation, product discovery, and overall visual consistency.

New Features

Simplified Website Onboarding

Website setup has been streamlined into a guided onboarding experience where users can:

• Select product conditions

• Choose product categories

• Configure initial brand identity settings

Once onboarding is completed, users are taken directly into Website Builder to begin customizing their website.

Dedicated Website Builder Experience

Website Builder is now the primary experience for managing website content.

Users can:

• Edit content directly on pages

• Manage website structure

• Organize sections and layouts

• Preview changes before publishing

Draft → Publish Workflow

Website changes now follow a Draft → Publish workflow.

Changes made in Website Builder are saved as Draft and remain invisible to website visitors until they are published.

This provides a safer way to review and prepare website updates before they go live.

Page & Section Management

Users can now manage website structure more easily by:

• Creating custom pages

• Renaming pages

• Hiding pages

• Deleting pages

• Adding, editing, and reordering sections

Default pages such as Home, Brand, About Us, Contact Us, and Request a Quote are automatically created during onboarding.

SEO Management

Page-level SEO settings are now available, including:

• Meta Title

• Meta Description

• URL configuration

• Index visibility

• Schema type selection

Website Configuration Enhancements

Users can now manage key website settings directly through Website Builder and Site Settings, including:

• Website branding

• Product categories

• Domains

• Checkout configuration

• Custom Code

Custom Code Support

Website Admins and Super Admins can now add custom:

• JavaScript

• CSS

• HTML

• Analytics tools

• Marketing pixels

• Third-party widgets and integrations

Custom Code follows the same Draft → Publish workflow as other website updates.

Website Experience Improvements

Hero Section Refresh

The Hero section has been redesigned to create a clearer visual hierarchy and improve readability.

Changes include:

• Left-aligned copy and CTA placement

• Updated image positioning

• Improved content-to-image balance

Best Sellers Improvements

The Best Sellers section has been enhanced to improve product discovery and browsing.

Changes include:

• Category navigation tabs

• Sub-category filters

• Cleaner product card layouts

• Improved product image consistency

• Standardized brand styling

• Updated Add to Cart button styling

Promotional elements such as discount badges, strike-through pricing, Scratch & Dent labels, and countdown timers have been removed to create a cleaner shopping experience.

Workflow Improvements

Additional improvements include:

• Saved onboarding progress across eligible users

• Protection against conflicting onboarding sessions

• Website preview before publishing

• Clear separation between content management and website configuration

• Improved publishing controls for website updates

Why This Matters

This update makes it easier to launch, manage, and grow a website by providing:

• Faster website setup

• More flexible content management

• Better control over publishing changes

• Stronger SEO capabilities

• Expanded website customization options

• Improved storefront navigation and product discovery

• A more modern website management experience overall

✨ Update: Improved T&C Signing Flow with Fulfillment Validation

What’s New

• Added fulfillment validation before Terms & Conditions (T&C) signing in the Customer Portal

• Customers can only access the T&C signing step when all order items have fulfillment configured

• Introduced automatic transition from T&C signing to payment for a continuous order completion experience

• Added Customer Portal stepper with T&C as the first step

• Improved T&C presentation and document organization across Customer Portal and Website

• Added safeguards to prevent sending payment links before orders are fulfillment-ready

Behavior Updates

• Customer Portal access for T&C signing is now gated by fulfillment readiness

• If one or more items are missing fulfillment:

  • Customer Portal access is restricted

  • Customers will see the message:
    “Set fulfillment for all items to enable portal access”

  • “Send Email with Paylink” changes to “Send Invoice without Paylink.”

  • Hover tooltip explains why payment access is unavailable

• After successful T&C signing:

  • Customers are automatically guided into payment

  • No additional navigation or manual follow-up is required

• T&C display behavior has been improved:

  • General T&C appears in a cleaner, scrollable layout

  • Brand-specific and condition-based T&C include product count indicators

  • Duplicate T&C documents are automatically prevented

• Website T&C behavior now follows the same experience as the Customer Portal across desktop and mobile

Why This Matters

• Prevents customers from progressing through incomplete orders

• Eliminates dead-end experiences after T&C signing

• Reduces manual follow-up from Sales teams

• Creates a more connected and predictable order completion journey

• Improves visibility and clarity of applicable Terms & Conditions

✨ Update: Prevent Duplicate Payments Across POS, Customer Portal, and Website

What’s New

• Added duplicate payment protection across:

  • POS

  • Customer Portal

  • Website checkout

• The system now blocks additional payment attempts when:

  • A payment is already processing

  • An order has already been paid for

• Added clearer “payment is processing” handling during checkout and payment submission

Behavior Updates

• Payment buttons are temporarily disabled while payment is processing

• Users attempting a second payment during processing will see:

  • “Payment is being processed in another session.”

• Duplicate payment protection now works across:

  • Multiple browser tabs

  • Different devices

  • Different payment channels (POS, Customer Portal, Website)

• Users can retry payment immediately if the previous attempt fails, is canceled, or returns an error

• Refreshing or retrying will not create duplicate successful charges for the same order

Payment Flow Improvements

• Reduces accidental duplicate payments caused by:

  • Multiple tabs

  • Repeated clicks

  • Simultaneous payment attempts across channels

• Improves clarity when payments are actively processing

• Creates more predictable payment behavior across all supported payment experiences

Why This Matters

• Helps prevent duplicate charges for customers

• Reduces refund handling and reconciliation work

• Improves payment reliability and customer confidence

• Creates a more consistent payment experience across POS, Website, and Customer Portal

Additional Notes

• Most payments are complete within a few seconds

• If payment remains in processing for more than 1 minute, users can refresh the page and retry if needed

• This release does not introduce new payment methods or pricing changes

✨ Update: ACH Payments Re-enabled with AIO Pay by Bank + Plaid

ACH payments are now available again through AIO Pay by Bank, powered by Plaid, providing a lower-cost alternative to card payments with improved bank verification and payment reliability.

Previously, ACH Direct Debit was disabled due to validation gaps that could allow invalid bank details to pass through and occasionally appear as successful transactions. This update introduces secure bank authentication through Plaid before payment authorization across Website Checkout and Customer Portal flows.

What’s New

• Re-enabled ACH / Pay by Bank payments

• Secure bank authentication and verification via Plaid

• ACH visibility controls for:

  • Website Checkout

  • Customer Portal / Payment Links

• Configurable maximum ACH transaction amount

• Improved payment accuracy and reduced ACH failures

Why It Matters

This update helps businesses:

• Reduce payment processing costs compared to card payments

• Minimize ACH returns and failed payments

• Reduce fraud and manual reconciliation work

• Gain more control over ACH availability by transaction size and checkout surface

Admin Controls

From Settings → Payments, users can:

• Enable or disable ACH payments

• Control where ACH appears

• Set a maximum ACH payment amount

If an order exceeds the configured limit, ACH will automatically be hidden during checkout.

Updated Customer Experience

Customers selecting ACH during checkout will:

1. Choose ACH / Pay by Bank

2. Authenticate their bank account through Plaid

3. Complete payment using a verified bank account

Changes from Previous ACH Experience

Not Included in This Release

• Enabling ACH per client from the AIO Pay Dashboard

Click here to read more.

✨ Update: Internal Notifications for Terminal & Phone Payments

What’s New

• Added internal payment notification emails for in-showroom terminal payments

• Added internal payment notification emails for phone payment transactions

• Enabled automatic notification delivery to configured recipients after successful payment capture

• Standardize payment notification behavior across supported AIO Pay payment methods

Behavior Updates

• Terminal and phone payments now trigger the same internal notification workflow as online card payments

• Salespeople and configured internal team members automatically receive payment confirmation emails after successful payment capture

• Existing notification settings now apply consistently across supported payment channels without additional setup

• Payment capture through terminals and phone flows now immediately updates internal team visibility

Why This Matters

• Reduces manual follow-up required to confirm successful payments

• Improves communication between sales, accounting, and logistics teams

• Helps teams continue order fulfillment faster after payment completion

• Creates a more reliable and consistent payment notification experience across supported payment methods

• Reduces operational gaps caused by missing payment confirmation emails

✨ Update: Structured Experience for Discontinued Product Pages

What’s New

• Added structured fallback experiences for discontinued Product Detail Pages (PDPs)

• Added clear discontinued product messaging directly on PDPs

• Added “Replaced by” product recommendations for discontinued items with known replacements

• Added curated similar product recommendations when no direct replacement exists

• Removed discontinued products from sitemap promotion while keeping pages accessible

Behavior Updates

• Discontinued PDPs no longer display empty or broken page experiences

• Users are now guided toward either replacement products or similar alternatives

• Only one primary recommendation section is shown to reduce confusion and competing suggestions

• Fallback recommendation content now loads immediately above the fold for faster engagement

• Only actionable products with valid purchase options or pricing CTAs are displayed in recommendation sections

Why This Matters

• Eliminates dead-end product browsing experiences

• Improves customer confidence and product discovery

• Helps users continue shopping instead of leaving the site

• Creates a cleaner and more consistent PDP experience

• Prevents outdated, discontinued pages from negatively impacting SEO

• Improves usability for customers, support teams, merchandising teams, and growth teams

✨ Update: Payment Protection & Processing Experience

What’s New

• Added safeguards to prevent duplicate payments across POS, Customer Portal, and Website

• Improved payment flow to clearly indicate when a transaction is in progress

• Enabled safe retry for failed payments without risk of duplicate charges

• Standardized payment behavior across all channels

Behavior Updates

• Users can no longer submit multiple payments for the same order while a payment is in progress or already completed

• Payment actions (e.g., “Pay” button) are temporarily disabled during processing

• Users receive clearer feedback when a payment is underway

• Failed payments can be retried safely without creating duplicate successful charges

Why This Matters

• Reduces risk of double charges and associated refunds

• Minimizes operational overhead for reconciliation and support

• Improves accuracy in payment reporting

• Creates a more reliable and predictable payment experience across all touchpoints

✨ Update: Signature Flow – Terms & Conditions Display

What’s New

• Terms & Conditions (T&C) are now displayed before the signature step in the website checkout flow
  

  

• Applies when “Collect Signature” is enabled in POS settings
  

  

• Support for Special Terms (brand or condition-based) with priority over General Terms
  

  

Behavior Updates

• T&C are dynamically determined based on cart contents:

  • If any product has Special Terms → Special Terms will be shown

  • If multiple products have Special Terms → all relevant Terms will be displayed

  • General Terms are used only when no Special Terms are available

• T&C are applied per product/brand scope, even within the same order

• Duplicate T&C documents are automatically prevented from being displayed

Why This Matters

• Ensures customers review the correct agreement before signing
  

  
  

• Reduces inconsistency in multi-product scenarios

• Improves alignment between checkout flow and applied purchase conditions