We don’t ship features to check a box. Every item below exists because a merchant asked for it — and this time, we’ve reviewed feature requests from across Zoey’s entire history to establish a new benchmark for Zoey as a platform.
This is the largest set of changes we’ve shipped in our history, and it isn’t even the full list. Here are nine major features coming this fall, with more details to come as the release of Zoey Version 8 approaches.
1. Credit Memo, Rebuilt from the Ledger Up
Zoey’s original credit memo, built in Zoey’s infancy, could only exist as a record of a refund — and only after an invoice was fully paid. Store Credit worked around that limitation by treating a customer’s balance as a discount, because the underlying data model had no real concept of credit at all.
Version 8 replaces that system entirely with a GL-backed credit memo, migrates every existing open credit balance into it, and brings Zoey into full GAAP compliance.
Now you can:
- Issue credit against any invoice, paid or unpaid
- Leave a credit memo unapplied — adjusting the account balance — or auto-apply it the moment a new invoice is created
- Credit unpaid items directly on an invoice
- Apply credit across open invoices first-in, first-out
- Refund by consuming credit instead of applying it forward
- Split one credit memo across multiple invoices
- Credit standalone items that aren’t tied to an invoice
- Issue a general credit memo that simply adds to an account balance, with nothing to apply it against
At checkout, customers still just “apply their credit,” the way they always have. Behind the scenes, Zoey will now usereserved credit: the amount gets earmarked for the invoice about to be created, so the balance doesn’t reappear if they place another order first, and the accounting stays precisely the same underneath. This is the foundation — more of Version 8 builds directly on top of it.
2. Auto-Pay
Auto-Pay is graduating from beta. Once a processor — Stripe, Authorize.net, or Braintree — is connected, you and your customers can enroll a saved card or ACH account to pay invoices automatically as they come due.
Admins can set a grace period and configure dunning for failed or retried charges. Every attempt, successful or not, shows up on the invoice list and in the customer’s account dashboard, so no one has to guess whether a payment ran.
Auto-Pay initially covers individual invoices. Statement and account-balance auto-pay are next.
3. Statement Billing
Not every B2B account wants to pay invoice by invoice — and until now, Zoey didn’t offer another option. Statement Billing gives you one.
Turn it on for an account, set a billing period and start date, then choose how due dates work: keep them tied to each invoice’s own creation date, or roll every invoice in the period into one statement, due on receipt or Net X from the close of the cycle.
Statements can be generated on demand or automatically, and each one shows the account’s full activity for the period — invoices, payments, credits, and anything still open from before.
4. Multi-Invoice Payment
Statement Billing needs a way to pay more than one invoice at once — enter Multi-Invoice Payments. Admins collecting a payment can allocate a specific amount to each invoice, or enter one total and let Zoey apply it first-in, first-paid. Customers get a simpler version of the same choice: pick the invoices to pay, or enter an amount and let Zoey calculate the rest.
Either way, it’s one payment, one receipt, and one printable PDF — even when it covers a stack of invoices.
5. Order Item Editing
For years, changing anything on an order meant canceling it and creating a new one. That’s still here — plenty of businesses need that hard break for change control and back-office integrations. But now there’s another option: edit the order directly, in place.
Quantity, price, item options, additions, removals — all editable without needing to cancel an order. To keep the data trustworthy, once an item has shipped or been invoiced, it locks; void or edit the shipment or invoice and it opens back up. You decide whether Zoey recalculates shipping, tax, and discounts on save, or leaves the original amounts untouched — and every edit requires a reason, logged with who, what, and when.
Editing initially covers Simple and Configurable products, and doesn’t touch shipping method, tax amount, or discount amount directly. It’s available via API now, with CSV and Data Mapper scheduled import support arriving alongside it.
6. Lots & Serial Numbers
If you sell serialized product, your IMS or WMS already tracks it — Zoey just wasn’t listening. Now it is. Enter shipments manually, or bring Lot and Serial data in via API, CSV, or scheduled Data Mapper import, and it flows straight through: onto the shipment record, into the shipment email, onto the packing slip, and into the customer’s order history.
It’s searchable, too. Look up a Lot or Serial and land directly on the invoice it shipped against — so tracking down one item for a credit or return takes seconds, not a support ticket.
7. Transaction Emails, Tuned Up
More of your customers run their business from a phone, so we rebuilt our core transactional emails for it — tested across more than 40 device, browser, app, and client combinations to make sure they hold up everywhere, in 2026 and beyond.
If you’ve customized an email, it’s untouched. Only unedited, default emails pick up the new template automatically. Want the upgrade on an email you’ve customized once it’s live? Go to Settings > Emails, click Revert to Original Template, then reapply your changes on top of the new base.
8. Theme Upgrades
This is a full review of the pages your buyers interact with. It combines a long list of fixes and optimizations our design team has been collecting all year, with components that create real storefronts for real customers, and these upgrades are rolling out to every theme. None of it should feel disruptive — it should just feel a little sharper.
The focus is mobile, accessibility, and the pages where customers routinely interact with your business: product pages, My Account, cart, and checkout. New mobile headers are built for the surge in B2B mobile traffic we’re seeing, and Ordered Items and Wishlist got real usability upgrades for the fast, repeat ordering B2B buyers rely on. Desktop picks up new components too.
Some of what’s included may need a little setup to look its best on your storefront — a good reason to talk to your Zoey account team about a theme design package if you want our B2B UI/UX specialists to take things further.
9. Enhanced Search
Zoey’s built-in search is solid out of the box. For Enterprise customers who want more control, Enhanced Search adds a dedicated search dashboard, daily reports, and real analytics — plus the ability to set keyword and product ranking priority, and surface popular items and recently viewed products right inside search results.
Enhanced Search will be available for an added monthly fee. Ask your account team for details.
That’s Just Nine Major Releases. There’s More
And it’s not the whole release, or the whole story. We’ll have deeper dives on Credit Memo, Statement Billing, and Order Item Editing as our release of Zoey Version 8 gets closer. Version 8 ships this fall.
