It’s been a big few months. On October 8 we released Zoey 8.0, and alongside it we’ve shipped dozens of improvements to payments and credit, order management, emails, shipping, your storefront and our integrations. Here’s everything new since August 1.
Credit, payments and invoicing
- Credit at Checkout: A new setting lets you decide how customer credit is used: applied automatically, chosen by the customer, or turned off. Customers and your team can apply credit from the cart, checkout, quotes and the admin order editors.
- Skip payment when credit covers the order: When a customer’s credit covers the full total, checkout can skip the payment step.
- AutoPay in My Account: Customers can now see their AutoPay list under Account › Sales.
- Smarter credit application: When an invoice is created, unapplied deposits on the order are used before reserved credit.
- Credit memo improvements: Credit memos can now be given future dates, and shipping tax on a credit memo is calculated from the memo amount.
- Refunds linked to credit memos: The transactions grid, API and Data Mapper show the credit memo number tied to each refund.
- A better Pay Now experience: Payment errors appear right on the page, a tooltip shows the transactions applied to an invoice, and items that were already billed can’t be paid twice.
- ACH: Paying several invoices at once now works with ACH, and ACH payment emails go out when an invoice is paid.
- Custom numbering by customer group: Set your own invoice, payment and refund number sequences for each customer group.
- Invoice attachments on the storefront: Customers can download invoice attachments straight from their invoice list.
- Partial offline payments can now be recorded through the API.
- Simpler settings: Orders › Settings has been reorganized, with clearer section names like Reminder Email Automation and Credit Memos.
Learn more: Credit Memos & Credit at Checkout · AutoPay · Paying an Invoice · Stripe ACH · Incremental Order Numbers · My Invoices
Order management
- Edit shipping on existing orders: Change the shipping method and shipping amount when editing an order.
- Packing slips before shipping: Print a packing slip before a shipment is created, including a new packing slip preview action on the order grid.
- Shipment and bill dates: Set the created date when creating or updating shipments and bills.
- Shipment attachments: A new option lets you download shipment attachments instead of printing a PDF.
- Faster admin ordering: When creating an order in the admin, sort product search results to show in-stock items first.
- Draft grid: Active quotes with a customer email now appear alongside drafts.
- Split order statuses: Order statuses set by a split-order attribute can now apply to orders that weren’t split, when every product shares the same value.
- Imports: Order status and attribute imports have a new option to ignore orders that aren’t found in Zoey.
- Location search: Search locations by address.
- The Order History section on the order view is now called Order Comments, so it’s easy to tell apart from the Order History tab.
Learn more: Edit Order Shipping Method and Shipping Amount · Packing Slips · Shipments · Split Order by Attribute Options
Redesigned emails
Order, shipment, invoice and payment emails have a refreshed, mobile-friendly design, and pending order emails now include a quote preview with totals. You can also choose to display product SKUs in sales emails.
Learn more: Emails and Notifications
Quick Order and B2B quoting
- Default List Editor: Designate a customer who can edit the default list on a Quick Order Form.
- Quick Order permissions: A new account permission controls who can edit and save Advanced Quick Order lists.
- Quick Order Forms now support a quantity filter, find products by SKU in autocomplete, work with multiple forms on one page, and have a cleaner layout.
- Quote attachments are now available through the REST API.
Learn more: Quick Order Forms · About Quotes
Promotions
- Stock-based discounts: Create discount rule conditions based on product stock quantity.
- Protect negotiated pricing: Exclude items with customer- or account-specific prices from discount rules.
- Auto-add product promotions no longer add duplicate items to the cart.
Learn more: Discount Rules · Auto-Add Product To Cart
Shipping
- UPS Saturday delivery rates can now be enabled.
- UPS handling fees can be set per shipping method.
- Table rates now support account IDs, service names and multiple rules per account.
- UPS rates are more accurate, including for some international shipments.
Learn more: UPS · Table Rate Shipping
Storefront and design
- Wishlist and compare, revamped: New wishlist and compare icons on category grids, search results, product pages and upsells, with improved tooltips. You can also choose whether moving cart items to a wishlist removes them from the cart.
- More theme branding controls: New small text options, a secondary text color and placeholder colors.
- Updated icon library: The latest Feather icons, plus an icon browser in the theme branding editor where you can copy any icon’s class.
- Category grid component: Use your custom category order and a new placeholder template.
- Gift cards: Gift card details now show in the cart, mini cart, checkout, emails and PDFs, and the same gift card can be added more than once with different details.
- Storefront polish: Stock messages now appear on search results, product sorting handles numbers naturally, sticky navigation includes the banner above your header, Footer Essentials links can be set to uppercase, and dynamic links support custom CSS classes.
- Speed and SEO: Pages load less JavaScript, duplicate canonical URLs and stray hreflang tags have been removed, and blog URLs in your sitemap are corrected.
Learn more: Account Order Guides and Wishlists · Theme Fonts, Colors, and Styles · Gift Cards · Add Stock Status to Search Results
Integrations, API and reporting
- NetSuite: Map Zoey bill fields to NetSuite invoices, choose which bill states create NetSuite invoices, set the NetSuite location on payments, and assign NetSuite shipping line items per shipping method.
- QuickBooks: Automatically capture payment on QuickBooks invoice import, use the invoice class from the QuickBooks product, and enjoy a smoother bulk invoice sync.
- Klaviyo and Shopify: Klaviyo event sync is more reliable, and Shopify settings now save correctly when inventory sync is off.
- API: Shipping descriptions in the orders API, clearer error messages, and longer usernames for integration connections.
- Reports: The refunds report now uses live data, and the refunds, invoices and orders reports have new filters.
- CRM: Converting a lead or opportunity to an account now sends the approval email to every contact.
Learn more: NetSuite · QuickBooks Online · Klaviyo · Shopify Integration · Reports Overview · Leads and Opportunities
Plus, plenty of fixes
We’ve also fixed a long list of issues across invoice and order totals, order editing, tax on credit memos, restricted products, the mini cart, and more.
As always, thanks for building with Zoey. Questions about any of these updates? Reach out to our support team.
