Summary
🆕 Invoice Voiding — Cancel Invoices Without Deleting Them
🆕 Improved Recurrence List Export — Pool Address Now Split Into Multiple Fields
🆕 Edit Finalised Jobs Without Reopening (With Smart Field Locking)
🆕 Invoice Voiding — Cancel Invoices Without Deleting Them
Pooltrackr now supports voiding invoices — either individual or batch. Voiding marks an invoice as cancelled, while preserving its record for audit and tracking purposes. The invoice will no longer count toward active revenue or appear in active invoice lists, but you’ll still be able to view it under “Voided” for reference.
Key advantages:
Maintain an audit trail — invoice number, date, and history remain intact
Remove incorrect or unwanted invoices from current financial summaries while keeping records
Compatible with external accounting systems (like Xero or Lightspeed) when synced properly
🆕 Improved Recurrence List Export — Pool Address Now Split Into Multiple Fields
We’ve enhanced the Recurrence List Export to make address data cleaner, easier to work with, and more compatible with external reporting tools.
Previously, the pool address was exported as a single combined field, which made filtering, sorting, searching, and importing into spreadsheets or third-party systems more difficult.
The export now includes separate columns for each address component:
Address Line 1
Address Line 2
City
State
Postcode
This improvement provides more control when analysing recurring jobs and allows for more accurate segmentation, location-based reporting, and integrations.
🆕 Edit Finalised Jobs Without Reopening (With Smart Field Locking)
We’ve improved the way finalised jobs behave so you can make quick adjustments without needing to fully reopen a job — while still protecting invoice accuracy and core job details.
Previously, once a job was finalised or invoiced, all fields became locked, forcing users to reopen the job even for simple updates like notes, attachments, or water readings. This created extra steps and slowed down office workflows.
With this update, Pooltrackr now supports partial editing of finalised jobs.
Edit finalised jobs without reopening
You can now update most job information even after a job has been finalised or invoiced, including:
Notes
Custom attributes
Water readings
On-site results
Attachments
Internal fields
Time logs
Other non-financial fields
Photos
The Save button is now visible and active for finalised jobs, making it easy to record late updates or corrections.
🔒 What remains locked (to protect billing integrity)
To ensure financial accuracy and prevent invoice inconsistencies, some high-risk fields remain read-only until a job is fully reopened:
Invoice-related items (locked if job has an invoice):
Add / Edit / Delete invoice line items
Refresh/sync invoice pricing
Any action that modifies invoice totals
Core job attributes (locked if job is invoiced OR job sheet has been sent):
Job Type
Assigned Contact
Assigned Technician
These fields require reopening the job to change.
🛠️ Bug Fixes and small enhancements
Ongoing updates to ensure a smoother, safer, and more reliable user experience:
Enhanced the batch queue page performance and supported additional filters
Resolved an issue with the incorrect pool addresses in the quote emails
Resolved an issue with the payments for the split invoices
Resolved an issue with the duplicated users assigned to price books
Resolved an issue with the invoices export