Release Notes – OS 2.32.0

This latest release delivers a massive amount of maintenance, stability, and critical performance upgrades to make sure you’re getting 100% from your OpenSolar account. From smoother payments and tighter security to under-the-hood fixes and workflow polish, we’re laying the groundwork for even bigger things ahead.

Introducing Direct Payments

With Direct Payments, you can now invoice, manage and track customer payments made outside of OpenSolar (like direct bank transfers or other manual methods) directly within the CashFlow workflow!

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CashFlow

New invoice customization — You can now personalize your invoices by setting default text for both the ‘Memo’ and ‘Footer’ sections via a new option in CashFlow configuration.
Control over pre-acceptance payments on proposals — You can now control whether customers see the “Make a Payment” link on proposals before they accept, preventing accidental invoice generation.
Earlier payment notifications — Get notified as soon as a customer authorizes a payment, rather than just at final receipt so you can get immediate confirmation that funds are on their way.
Stay in the loop with internal emails default to CC – Internal team contacts are now CC’d (not BCC’d) on customer emails, making replies and email threads with customers more visible and easier to track.
Update payout references — We’ve introduced standardized payout references to improve payment traceability on recipient bank statements.
Easy invoice template customization — You can now personalize invoices with default memo and footer text, improving messaging consistency.

Security

Secure & optimize your OpenSolar account experience – To ensure the integrity of our platform and protect our community, we now require account verification through email or SMS at account creation.
Hide sensitive contact fields for privacy – Sensitive fields like passport number are now hidden in the contact creation form to support privacy and compliance.

Fixes

Design
- Improved performance of Tree Trimmer
- Fixed movement and preserved advanced settings when duplicating panel groups in Design Studio
- Ability to hide the system image in your proposal templates (particularly useful for battery only proposals!)
- Added Australian Cheaper Home Battery Program rebate
- Fixed issue preventing large proposals from loading without completed calcs
Shop
- Manage Orders – Fixed issue where components were missing from Incoming POs due to SKU and OS code mismatches
- Component Selector
  - Fixed bug where active (starred) components were hidden when additional filters were applied
  - Fixed logic for Showcase Partner tag display to respect configured country settings
  - Fixed issue where non-showcase items appeared even with the showcase filter enabled
- Imagery
  - Fixed incorrect warning messages for GetMapping and Nearmap imagery when permissions and providers are properly set
- Integrated financing
  - Sunlight Financial integration – Removed Sunlight Pricing Toggle (“Apply Estimated Discounts”) so that each Sunlight payment option now displays its specific costs and associated discounts more clearly
  - LightReach integration – Limited LightReach webhook triggers to focus updates only on credit decisions
- CashFlow
  - Fixed invoice email preview to show only the intended recipient
  - Resolved permissions bug blocking CashFlow access for some orgs
  - Restored browser back button functionality on Invoices tab
  - Fixed rare issue where draft invoices could be sent to customers
  - Corrected currency formatting in invoice emails and PDFs
  - Fixed contact name not updating in invoice emails after edits
- General
  - Optimized project fetch queries to prevent timeout errors for large orgs with many projects shared with teams
  - Fixed calculation bug affecting the Sweden Green Technology Incentive in proposals
  - Fixed an issue where minor workflow edits were not kept after saving
  - Ensured project activity tracker lists events chronologically with most recent events shown first
  - Resolved “Unable to Access Envelopes” Docusign Integration error
  - Updated field label from “Solar Panel” to “Inverter” in the ENA Connect Direct form
  - ‘Send proposal to customer’ button now enabled in Proposal tab even if unsaved changes, auto-saves upon click