Release Notes: Counter Sales
The following release notes contain updates made to Counter Sales. Listed below are the versions and their new features, improvements, and fixes. Please refer to the following information pertaining to your version of Counter Sales. Upgrade to the current version of the application to access new features, improvements, and fixes.
For any questions, please contact Support.
Counter Sales version 3.4
Release Date: June 2026
Compatible With:
- Business Central 26.0 and newer (SaaS)
- Business Central 19.0 and newer (OnPrem)
- Insight Works Event Library 1.3 and newer
- Insight Works Common 2.15 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Payment method lookup | Added the ability to limit payment methods based on the location and user. |
| Simple order processor | Added the simple order processor role center which includes the basic and minimum actions required for processing orders and returns. |
| Payment method posting by location | Added the ability to specify different balancing accounts by location for the payment method. |
| Alternate deposit customer posting group | Added the ability to specify a different customer posting group when posting deposits. |
| Payment journal test report | Added the ability to print a test report for the Counter Sales payment journal prior to posting. |
| Customer payment receipt report | Added the ability to specify and print a customer ledger entry-based payment receipt report from the Counter Sales payment entries, the customer ledger entries, and when choosing post and print from the Counter Sales payment journal. |
Updates
| Update | Description |
| Setup wizard | Updated the Payment Methods and the Users sections in the setup wizard. |
| Payment applications | Updated the payment application logic to handle posting zero-dollar sales documents. |
| Unposted applied deposits | Updated the logic to check for and remove the unposted applied deposit from the payment lines when undo deposit is performed. |
| My Locations list | Added access to the My Locations list from the Counter Sales Users page. |
| Show and hide last scan details | Added the ability to show and hide the last scan details on the Quick Scan page. |
| User based page tab visibility | Added the ability to specify by user how page tabs are visible (e.g., the billing and shipping details on the order page). |
| Last scan details FactBox | Added the last scan details FactBox to the Quick Scan page. |
| Revert sales document status | Added logic to revert the sales document status when selecting Cancel in the payment and deposit processing pages. |
| Payment networks | Replaced the payment provider card companies with payment networks. |
| Payment provider | Updated the payment provider configurations and logic to allow for multiple configurations for the same payment provider to exist and rules to determine which configuration to use for specific scenarios. |
| Payment provider terminal card | Added the payment provider terminal card page. |
| Cash register payment provider | Updated the cash registers to support payment provider enhancements, such as the ability to specify different payment provider configurations for each cash register. |
| Item reference barcode scan | Updated the logic to set the item reference on the sales line when scanning it in the Quick Scan page. |
| Cash back by location | Added the ability to specify a different payment method by location to use for the cash back action. |
| Removed obsolete areas | Removed areas (e.g., page fields) marked as obsolete in past releases or removed in base Business Central 28. |
| Unfavorable location style when zero quantity | Updated the logic to set the location code style to unfavorable only when the expected quantity is below zero. |
| Automatic recurring sales lines | Updated the logic to handle automatic recurring sales lines when creating the Counter Sales order. |
| Allow posting negative quantities | Updated the logic to allow posting negative quantities on shipment or receipt. |
| Sales document posting date | Updated the logic to allow posting Counter Sales documents using the document’s posting date. |
| Copy documents | Updated the logic to keep the copied to sales document a Counter Sales document when include header is enabled. |
| Price override code | Updated price override code entry to handle entering an empty value after entering an invalid value. |
| Invoice posting and multiple shipments | Updated the posting logic to handle the scenario where posting an invoice for an order with multiple shipments may not find the correct posted sales header to use. |
| Prompt for report to print | Updated the printing logic to handle the scenario where nothing prints after the user is prompted to print a report at the end of the Post & Print process.
Included in release 3.4.9707.1 |
| New terminal records | Updated the logic to initialize the configuration code and payment provider type when creating new terminal records from its filtered list page.
Included in release 3.4.9707.1 |
| Payment Provider Saved Cards page caption | Updated the Payment Provider Saved Cards page caption to include source details.
Included in release 3.4.9707.1 |
| Payment Provider Configuration enabled indicators | Added styles to the Payment Provider Configurations page to make it easier to see whether the configuration and its transaction types are enabled.
Included in release 3.4.9707.1 |
| Refresh Payment Method Lookup | Updated the logic to refresh the all Counter Sales payment method lookup set when the feature setting is enabled in the Counter Sales Setup.
Included in release 3.4.9707.1 |
| Check cash payments for payment entry | Updated the logic to handle the check for cash sale payments when processing sales returns using the payment entry mode.
Included in release 3.4.9707.1 |
| Non-item type sales return lines | Updated the Return Order Wizard to handle including and excluding non-item type sales invoice lines to return.
Included in release 3.4.9707.1 |
| Adjust amount when transferring deposits | Updated the logic to allow the amount to be adjusted in the reclassification journal when transferring deposits.
Included in release 3.4.9707.1 |
Counter Sales version 3.3
Release Date: October 2025
Compatible With:
- Business Central 26.0 and newer (SaaS)
- Business Central 19.0 and newer (OnPrem)
- Insight Works Event Library 1.3 and newer
- Insight Works Common 2.15 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Automatically apply deposits | Added the ability to automatically apply deposits as a payment to the sales order when they are posted. |
| Contact cross-column search setting | Added the ability to control the cross-column search behavior in the Enhanced Contact Search. |
Updates
| Update | Description |
| Create purchase orders | Updated the Business Central logic to create purchase orders to the Counter Sales Order page. |
| Event library actions | Updated the Counter Sales Order page to automatically include Product Configurator and Order Ship Express actions when the apps are installed. |
| Payment journal saved cash customer cards | Updated the payment journal to prevent saved cards from being available in the payment journal for cash customers. |
| Update field lengths | Updated the lengths for the document number series fields to 20 characters. |
| Update barcode logic | Updated the barcode logic to improve its extensibility support by refactoring and adding events. |
| Indirect posting permissions | Added indirect table permissions to the payment posting codeunits to enhance how user permissions need to be assigned. |
| Remove obsolete areas | Removed actions, procedures, and reports previously marked as obsolete. |
| Undo shipment and return receipt | Updated the logic to handle posted sales lines when undoing sales shipment and return receipt lines. |
| Cash register default dimensions | Added support for specifying default dimensions for the cash register to use when creating cash register reconciliations. |
| Payment and replacement order | Added the payment and replacement order option to the return order wizard to handle the scenario where a refund and return is processed alongside a replacement order where its payment is set to the expected refund. |
| Enhance user workflow | Updated the behavior to reduce user prompts when adding selections from the contact sales history to the sales order and creating lost sales. |
| User post behavior | Updated the logic for device users during the user post behavior check. |
| Update Enhanced Contact Search | Updated the Enhanced Contact Search to improve support for extensions. |
| Update standard logic | Updated the standard logic to improve its extensibility support by adding events and making procedures public. |
| Choose copies in cash register receipts | Updated the cash register invoice and credit memo receipt reports to include an option for the user to choose which copies (customer, merchant, or both) to print. |
| Last scan item picture | Updated the Quick Scan page to include the item picture FactBox for the last scan. |
| Update price override logic | Updated the price override logic to improve support for extensions. |
| Update report order wizard logic | Updated the return order wizard logic to improve support for extensions. |
| Order receipt report selection and email | Moved the order receipt report selection from the Counter Sales Setup to Business Central’s report selections and added action to the Counter Sales Order page to email the receipt. |
| Business Central 27 compatibility | Updated for Business Central 27 compatibility (e.g., Obsolete NoSeriesManagement). |
| Update navigate logic | Updated the navigate or find entries logic to address scenarios where it is unable to add document entries. |
| Update statistics action | Updated the statistics action on pages to use Business Central’s new sales order statistics action. |
| Handle copying Counter Sales documents | Updated the logic to handle copying Counter Sales documents to invoices and credit memos, done manually through the page action or by the cancel invoice action on posted sales invoices, where the new document is unable to post. |
| Removed obsolete areas | Removed areas, such as page fields, marked as obsolete in past releases or removed in base Business Central 28. Included in release 3.3.9573.3 |
Counter Sales version 3.2
Target Release Date: March 2025
Compatible With:
- Business Central 24.0 and newer (SaaS)
- Business Central 19.0 and newer (OnPrem)
- Insight Works Common 2.11.8588.2 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Quick scan page posting improvement | Updated the quick scan page to allow posting. |
| Show and hide release and reopen actions | Updated logic to conditionally show and hide the release and reopen actions on Counter Sales pages based on the document’s status. |
Updates
| Update | Description |
| Reduced take deposit prompts | Reduced the number of user prompts in the deposit processing page. |
| Standard sales posting permissions | Updated the logic to check for Counter Sales permissions in the scenario where Counter Sales documents are checked and posted from the standard sales posting logic. |
| Release document during posting | Updated the logic to handle a scenario where releasing the sales document during posting conflicts with other apps. |
| Posted deposits updates | Updated the logic to handle a scenario where deposits are updated with incorrect posted sales references. |
| Payment summaries in reports | Updated the Counter Sales order receipt and invoice reports to include unposted payment lines and receipt payment descriptions. |
| Last shipping and posting numbers | Updated the logic to handle a scenario where the last shipping and posting numbers are not set when posting Counter Sales documents through the post and send actions on standard Business Central pages. |
| Salesperson code changes | Updated the logic to handle a scenario in Business Central 25 where the salesperson code changes on the Counter Sales document when the customer is changed. The salesperson code remains set to the user’s salesperson code. |
| Payment journal terminal action | Added payment provider terminal action to the Counter Sales payment journal. |
| Undo negative deposit | Updated the logic to allow the undo deposit action to work with negative deposits. |
| Payment line and provider public procedures | Updated procedures for payments lines and the payment provider logic to be available for use in extensions.
Included in release 3.2.9233.1 |
Counter Sales version 3.1
Target Release Date: September 2024
Compatible With:
- Business Central 24.0 and newer (SaaS)
- Business Central 19.0 and newer (OnPrem)
- Insight Works Common 2.11.8588.2 and newer
Licensing Requirements:
Full User, Essential
Improvements
| Improvement | Description |
| Counter Sales Cards | Added the framework for Counter Sales cards (e.g., gift cards and rewards or loyalty cards). |
| Gift Cards | Added gift cards functionality using the Counter Sales cards framework. |
| Cash register reconciliation dimensions support | Added support for dimensions in the cash register reconciliations. |
| Apply payment entries | Added the ability to apply payments to customer ledger entries in the payment journal. |
| Business Central sales posting | Added the ability to trigger Counter Sales posting logic from the base Business Central sales post logic. For example, to post payments when posting through the standard sales order or return order pages, API ShipAndInvoice procedure, and warehouse shipments and receipts. |
| Default order view added | Added the default order view to the Counter Sales users to specify which page to open when using the Take Order Wizard and Quick Sale actions. Replaces the take order default view. |
Updates
| Update | Description |
| Support for Business Central 19 and newer | Added support for Business Central version 19 and newer. |
| Reason code added to return order page | Added the reason code to the Counter Sales return order page. |
| Return order wizard deposit and replacement order | Updated the return order wizard to handle payment lines when choosing the deposit and replacement order option. |
| Sales order line My Locations check | Updated the check and confirmation message when the user selects a location on the sales order line that is not included in their My Locations list. |
| No. series management logic update | Updated the logic to use the new Business Central foundation No. Series logic. |
| Print with request window update | Updated the printing logic to handle uncommitted records when printing with request windows after posting. |
| Payment provider events parameters | Updated parameters in payment provider events. |
| Payment provider images and links update | Updated the payment provider action images and added links to the key configuration pages to the Counter Sales Setup and explore all role center. |
| Sales order line location style logic | Enhanced the logic for the location code style on the sales order line subform page for inventory on-hand at the selected location and non-inventory items. |
| Payment provider type | Added the payment provider type to payment entries and payment lines to support multiple payment provider integrations. |
Counter Sales version 3.0
Target Release Date: April 2024
Compatible With:
- Business Central 23.0 and newer (SaaS)
- Business Central 19.0 and newer (OnPrem)
- Insight Works Common 2.11 and newer
Licensing Requirements:
Full User, Essential
New Features
| New Feature | Description |
| Payment provider support | Added the ability to process credit and debit card transactions when entering payments through Business Central using saved and manual entry cards and through external EMV terminals. |
| EBizCharge payment provider support | Introduced an extension for EBizCharge to use the payment provider framework. This extension is available on request. |
| Sales quotes | Extended the standard Business Central Sales Quote page to include options to indicate the document is for Counter Sales, when it is enabled, and to make the Counter Sales Order when converting the quote to an order. |
| Counter Sales Payment and Reclassification Journals | Added the Counter Sales Payment Journal and Reclassification Journal to allow users to enter and post payments to the customer account outside of the sales document and to update posted payments for corrections. |
| Switch to and from Quick Scan page | Added actions to switch between the Quick Scan and Counter Sales Order pages for the sales document. |
| Cash registers and reconciliations | Added the new feature for cash registers (or drawers or tills) to use when collecting physical cash payments and to perform reconciliations of the various coin and note denomination amounts in the cash register at the end of the period. |
| Payment lines | Introduced payment lines to replace directly entering payment entries in the payment and deposit processing pages. When payment lines are posted, they result in payment entries. |
| Report Scenarios and Report Selection Usage options | Added the Report Scenarios feature to specify which reports are printed for the various post and print scenarios. Added Counter Sales report usage options to the Report Selections and customer Document Layouts. |
Improvements
| Improvement | Description |
| Person contacts | Improved logic to handle scenarios where only a person contact is linked to the customer (instead of requiring a company contact). |
| Customer templates | Improved logic to allow for customer templates when creating new account customers in the Take Order Wizard. |
| Daily Close Summaries report | Added the Daily Close Summaries report for more ways to report on the location’s payments and sales at the end of the day. |
| Modern action bar | Improved the Counter Sales Order, Quick Scan, and Counter Sales Return Order pages to use the modern action bar for promoted actions. |
Updates
| Update | Description |
| Event subscribers check for temporary records | Event subscribers referencing sales documents checks for temporary records prior to triggering Counter Sales logic. |
| Price Override cancel line amount change | Resolved issue with scenarios when the line amount is changed and the line discount percentage does not revert to its original value when the override is cancelled. |
| Open Counter Sales Orders to top record | The Counter Sales Orders List page opens with the top record selected. |
| Cancel post closes Counter Sales Order | The Counter Sales Order page remains open when the user selects Cancel when prompted for the posting option instead of closing the page. |
Counter Sales version 2.4
Release Date: April 2023
Compatible With:
- Business Central 22.0 and newer
- Insight Works Common 2.9 and newer
Licensing Requirements:
Full User, Essential
New Features
| New Feature | Description |
| Business Central 22 Compatibility | Updates for Business Central 22 compatibility (e.g., item cross-reference number deprecation). |
Improvements and Fixes
| Improvement or Fix | Description |
| Contact Sales History by Item FactBox Performance | Contact Sales History by Item FactBox design updated to improve performance. The period for past sales can now be specified in the Counter Sales Setup |
Counter Sales version 2.3
Release Date: November 2022
Compatible With:
- Business Central 19 and newer
- Insight Works Common 2.0 and newer
Licensing Requirements:
Full User, Essential
New Features
| New Feature | Description |
| Quick Sales Order | Added the feature to quickly create a Counter Sales order from the user’s role center using their location’s default cash customer or my customers list. |
Improvements and Fixes
| Improvement or Fix | Description |
| Add Salesperson Code | Added the salesperson code from the Counter Sales order to its related payment entries, posted sales orders, price override entries, and lost sales. |
| Update Sales Order and Return Order Pages | Updated the Counter Sales order, return order, and their lines subform pages to closer match their comparable standard pages. |
| Update Quick Entry Fields | Updated the default quick entry fields on the Counter Sales order, return order, and their lines subform pages to improve order entry. |
| Email Direct Send Report Action is Ignored | Updated the logic where the email direct setting for the send report action in the Counter Sales setup is ignored during post and send. |
| Payment Processing Page Cancel Button Does Not Close | Updated the payment processing page where its cancel button does not close the page if no payments are entered. |
| Quick Scan Page Barcode Control Loses Focus | Updated the quick scan page barcode control where it can lose focus and cause the page to select multiple sales lines in its subform page. |
Counter Sales version 2.2
Release Date: October 2022
Compatible With:
- Business Central 19 and newer
- Insight Works Common 2.0 and newer
Licensing Requirements:
Full User, Essential
New Features
| New Feature | Description |
| Default Dimensions on New Payment Entries from Sales Document Dimensions | Added the ability to set, or default, the dimensions on new payment entries from the sales document dimensions. |
| Post and Send Functionality | Added the feature to post and send from the Counter Sales document pages. For new installs, the default is to use the document sending profile; for upgrades, the default is to direct print. |
| Allow Payment Posting on Shipment or Invoice, or Registering on Shipment | Added the ability to post payments on shipment or invoice, or to register payments on shipment. For most installs, we recommend to continue using the original behavior to post on shipment. |
Improvements and Fixes
| Improvement or Fix | Description |
| Performance and Usability | Updated the logic in the posting and user management areas to improve performance and usability. |
| Contact Search Performance and Usability | Updated the logic for the enhanced contact search to improve performance and usability. This includes cross field searches performed on the contact’s name, phone number, and email address. |
| Invoice Shipped Orders from Counter Sales Document Pages | Updated the logic to better handle invoicing for shipped orders from the Counter Sales document pages. |
| Support For Assemble-to-Order Items on the Quick Scan Page | Updated the logic in the Quick Scan page to support assemble-to-order items. |
| Location Code Reset after Changing Customer | Updated the logic to retain the location code when the customer is changed on the Counter Sales document pages. |
| Sales Shipment Number Does Not Clear After Posting | Updated the logic to better handle the sales shipment number not clearing on the sales document after posting (prevented manually deleting sales orders posted with unfulfilled sales lines). |
| Check Item Tracking Does Not Reset Reservation Entries | Updated the logic to reset the reservation entries after checking for item tracking on the sales line. This could cause the check to fail when multiple sales lines exist with item tracking. |
| Take Deposit Register and Print | Updated the logic for the take deposit register and print action to match the previous updates for the take deposit post and print. |
| Quick Status Change Does Not Save Record Changes | Updated the logic for the quick status change on the Counter Sales document pages to save changes done to the record before changing its status. |
| External Document Number | Updated the logic to set, or default, the external document number for location specific default cash customers, resolving the non-populating issue. |
| Keyboard Shortcuts | Improved the Counter Sales pages to use keyboard shortcuts consistent with the latest Business Central version. |
| My Locations Filter Error | Fixed the logic where the My Locations filter can result in an error when no locations are set for the user. |
Counter Sales version 2.1.8
Release Date: June 2022
Compatible With:
- Business Central 19 and newer
- Insight Works Common 2.0 and newer
Licensing Requirements:
Full User, Essential
New Features
| New feature | Description |
| Auto-Deposit Functionality | New auto-deposit functionality from earlier versions when the user enters payments exceeding the shipment total and not greater than the order total remaining. |
| Event Before Checking Item Tracking Lines | New event before checking item tracking lines when processing new Counter Sales shipments. |
Improvements and Fixes
| Improvement or Fix | Description |
| Redesign Payment Posting Logic | Improved the payment posting logic to handle errors and table locks during the payment posting. |
| Show Related Documents on Payment Entries Page | Improved the Payment Entries page to allow quick access to show related documents and entries for the payment. |
| Return Order Wizard | Improved the Return Order Wizard to enhance the user experience and handle returned items with item tracking. |
| Checks For Entering Payments | Added checks for existing valid sales lines, excess payments, and payments less than the shipment total when entering payments. |
| Checks For Deleting Sales Documents | Added checks for unapplied deposits when deleting Counter Sales documents. |
| Checks For Changing Sales Document Change | Added checks for payments when changing the location for the Counter Sales document. |
| Update Keyboard Shortcuts | Improved the Counter Sales pages to use keyboard shortcuts consistent with the latest Business Central version. |
| Quick Sales Document Status Change | Improved the Counter Sales document pages to allow quick access for the user to change the document status. |
| Select Sell-To Customer from Name | Improved the Counter Sales document pages to allow the sell-to customer to be selected from the name. |
| Select Number for Type from Description | Improved the Counter Sales document pages to allow the number for the type on the sales lines to be selected from the description. |
| Global Dimensions on Sales Document Pages | Improved the Counter Sales document pages by showing the global dimensions. |
| Deposit Post and Print for Multiple Deposit Lines | Fixed the deposit post and print where the deposit receipt report did not include all deposit lines when multiple lines are posted. |
| Price Override Ignores Setup for Return Orders | Fixed the logic where the Price Override in return orders did not respect what was specified in the Counter Sales Setup. |
| Validate Qty. To Ship and Return Qty. To Receive | Fixed the logic where Qty. to Ship and Return Qty. to Receive were not set correctly based on the Sales & Receivables Setup. |
Counter Sales version 2.0
Release Date: February 2022
Compatible With:
- Business Central 18 and newer
- Insight Works Common 2.0 and newer
Licensing Requirements:
Full User, Essential
New Features
| New feature | Description |
| Item References | Search by Item Reference in the Enhanced Item Search page, and support to scan by Item Reference in the Quick Scan page. |
| Item Attributes | Search and filter by Item Attributes in the Enhanced Item Search page. |
| Default Payment Amounts | Added the ability to default the payment amounts in the Payment Processing page. See the Counter Sales Orders page. |
| Item Tracking | Added the ability to automatically set the item tracking from the barcode scan in the Quick Scan page. |
Improvements and Fixes
| Improvement or Fix | Description |
| W1 Regions | Improved regional availability by adding support for W1 builds. |
| Redesigned Sales Reports | Improved the sales documents reports (e.g., Sales Order Receipt report) to align with current standard designs and layouts. |
| Contact Search Criteria | Improved the Enhanced Contact Search page by providing more search criteria options. |
| Work Description | Improved the Counter Sales document pages by including the Work Description field. |
| Check Counter Sales Documents Prior to Deleting | Improved the Counter Sales documents to check for and warn the user of related payment entries and posted sales orders prior to deleting. |
| Copy Document | Improved the standard copy document functionality to include Counter Sales details when include header is enabled. |
| Related Items | Improved accessibility to the Related Items by adding it to the Explore All Role Center and ability to open from the Counter Sales Setup page. |
| Take Order Wizard New Contact | Improved the create new contact in the Take Order Wizard to update contact details when using post code lookup. |
| Take Order Wizard New Customer | Improved the create new account customer in the Take Order Wizard to support selecting and applying customer templates. |
| Quick Scan Sales Line Focus | Improved the Quick Scan page by setting the sales line focus to the related line after the user executes the barcode scan. |
| Counter Sales User Permission Set | Fixed the missing Counter Sales User permission set. |
| Counter Sales Return Page Document Totals Refresh | Fixed the document totals refresh issue on the Counter Sales Return page. |
| Global Dimension 2 in Enhanced Item Search | Fixed the global dimension 2 lookup in the Enhanced Item Search to set the correct area. |
Counter Sales version 1.0
Release Date: October 2021
Compatible With:
- Business Central 16 and newer
- Insight Works Common 2.0 and newer
Licensing Requirements:
Full User, Essential
New Features
| New feature | Description |
| User Salespersons | Added the ability for users to log in using multiple salespersons with and without passcodes to track the user processing the Counter Sale document. |
| Contact Sales History | Added the ability to search the Counter Sales history for contacts and easily add items from past sales to new orders. |
Improvements and Fixes
| Improvement or fix | Description |
| Cash With Other Payment Types in Cash Rounding | Improved the cash payment rounding logic to support cash with other payment types. |
| Take Order Wizard | Improved the Take Order Wizard by providing support to trigger it through extensions. |
| Application Insights | Improved telemetry monitoring and reporting by adding support for Application Insights. |
| French (Canada) Translations | Improved available translations by including French (Canada) translations. |
| Explore All Role Center | Improved accessibility to Counter Sales pages and reports by adding the Explore All Role Center. |
| Sales Price Interfaces | Improved the Counter Sales document pages to support sales price interfaces functionality. |
| Wording in Messages | Improved the wording in confirmations and messages to be more user-friendly. |
| Daily Close Report Print Preview Issue | Fixed the Daily Close print preview issue by removing the default date. |
| Counter Sales Order Page Document Totals Refresh | Fixed the document totals refresh issue on the Counter Sales Order page. |
| Incorrect UOM When Scanning Item Cross References in Quick Scan Page | Fixed the incorrect unit of measure when scanning item cross reference barcodes in the Quick Scan page. |
| Incorrect UOM When Adding Related Items | Fixed the incorrect unit of measure when adding Related Items to the sales lines. |