Phase 1: verifiable operations
The program remains open. Fixes are implemented and tested, but integrated validation and publication checks are not yet complete.
Implemented and tested
2FA on dashboard requests when required by the organization.
Subsequent invoice payments use the current balance, with payments, credits and confirmed refunds kept separate.
Per-line taxes and withholdings, linked credit notes and cancellation that waits for confirmation.
Available PDF/XML downloads from invoice links, refreshable balances and next actions based on status.
Recurring-period claims protect against concurrent runs and calendar edits.
Fixed EUR subscription pricing and preservation of existing contract currency; customization follows the effective plan.
SPEI/card switching verifies the previous attempt and stores retries durably. Integrated testing remains pending before publication.
Direct-invoice fee ledger with preserved splits, verifiable costs and review of uncertain data; tested locally.
Idle timeout also checked on APIs and billing, with atomic refresh and no renewal from public pages; tested locally.
Previous checkout API unified with the current payment screen, preserving its response and accepted rates; publication pending.
Automated tests, type checks and build verification prepared; its first GitHub run remains pending.
Commercial documents in Free — prepared for publication
Commercial invoices: 10 per month on Free and unlimited from Starter (pro formas in MX/ES). Tax-compliant invoices from Starter where enabled, with their own 30/200/500 monthly allowance on Starter/Professional/Scale. Usage covers all countries, prevents duplicate consumption and preserves existing documents across plan changes. Spanish fiscal activation remains pending.
Still to complete
Integrated acceptance and recovery of pending fees, isolation using the actual database role, integrated idle-session acceptance, event recovery, alerts and backup restoration. Repeat the legacy-session audit before release; late bank transfers need additional recovery work.
Tests reduce regressions in covered scenarios; they do not promise zero failures or replace a complete operational test. See the updated guides.
Next: phase 2
Greater deal continuity, actions and owners, follow-up and useful workflows for businesses selling products or services. These initiatives remain planned and are not part of this delivery.
How it works
Verify balance, currency and status before trying another payment.
Check payment, cancellation and issuance results without assuming confirmation.
Resolve pending movements and validate the integrated flow before enabling changes.
Availability and scope
Phase 1 in progress: code fixes with tests and authorized migrations, including documented scope and remaining work.
Clear limits
Implemented does not mean published. Full recovery, automatic late-transfer refunds and activated real-role isolation are not promised.