This release makes it easier to bring handwritten patient records into
PractoPal, generate Myopia Management Reports and manage staff access.
It also improves prescription entry, customer notes and Sales Summary
reporting.

Store historical patient cards

A new Patient Cards tab in Customer Information allows
staff to upload and view historical handwritten patient records.

The tab supports image and PDF files, helping retailers keep older paper
records alongside a customer’s digital information.

Automatic PD totals

Patient Records now automatically calculate totals for
PD, PD Near and
Mono PD, reducing manual calculation during
prescription entry.

Myopia Management Reports

Users can now generate a report from a patient’s Myopia Management
record. Open the relevant record and select Print
to generate the report.

Staff permissions based on position

When creating or editing a staff account, selecting a Position now
assigns its permissions automatically.

Users can still adjust individual permissions to match the staff
member’s responsibilities.

Username login for staff

Staff can now log in with a username. A new
Username field is available when creating or
editing a staff account.

Consistent prescription values

Prescription values in Patient Records are now automatically formatted
to two decimal places for a more consistent display.

Clearer Sales Summary after refunds

Sales Summary now includes Total Refunds and
Net Sales After Refunds, giving retailers a clearer
view of sales after refunded amounts are accounted for.

In Yearly view, payment and refund details are now collapsed by
default to make the report easier to navigate.

More readable customer notes

Additional Notes in Customer Information now support
multiple lines of text, making longer notes easier to enter and read.

Back to top ↑

This release introduces greater flexibility for family accounts and
expands the connection between Myopia Management and prescription records.
It also improves payment history, AutoSKU-er, wallet top-ups, appointment
timelines and follow-up scheduling.

Convert family members into individual accounts

Family members can now be converted into independent customer accounts.

This allows retailers to separate a family member from the main account
holder when they require their own customer profile and account access.

Faster access to family-member profiles

Family-member records now include a direct link to the child account,
allowing users to navigate quickly to the family member’s customer profile.

Retrieve RX information from Myopia Management

Users can now retrieve prescription information directly from Myopia
Management records.

This creates a more connected clinical workflow and reduces the need to
re-enter existing RX information.

More accurate follow-up scheduling

Follow-Up & Review within Myopia Management now supports
both date and time selection.

This allows practitioners to schedule follow-up appointments more
accurately and maintain clearer review timelines.

More detailed Payment History

Payments are now displayed as individual transactions instead of being
grouped together.

This improved view allows users to:

• Review each payment transaction separately
• Edit eligible payments directly within the Payment History
• Select and print an individual payment transaction
• Select multiple payment transactions and combine them in a
  Balance Receipt

These improvements provide clearer payment records and greater flexibility
when correcting or issuing payment documentation.

Create Receive Orders through AutoSKU-er

The AutoSKU-er workflow has been enhanced to allow users to create a
Receive Order (RO) directly.

This creates a smoother workflow from supplier invoice processing to
receiving inventory into the store.

Cashback disabled for Wallet Top-ups

Cashback is now automatically disabled when processing a
Wallet Top-up sale.

This prevents cashback from being earned on wallet funds being added to a
customer’s account.

Clearer appointment timeline status

Fixed an issue where the Appointment Timeline displayed the raw system
status check_in instead of the user-friendly label
Check-in.

Clearer Bulk Transaction Import requirements

The Bulk Import Transactions template has been updated to clearly identify
Order No. as a mandatory field.

This makes the template requirements clearer and helps reduce import errors
caused by missing order numbers.

Back to top ↑

This release introduces PractoPal Lite, expanded bulk-import tools and a new
Release Notes experience. It also improves appointment management, family
account notifications, customer information, myopia management,
localisation and several important POS workflows.

Introducing PractoPal Lite

PractoPal Lite is a simplified version of PractoPal,
designed for retailers that need a more streamlined set of essential
features and workflows.

Expanded bulk data imports

New bulk-import tools make it easier for retailers to migrate existing
records into PractoPal.

Bulk Import now supports:

• Customers
• Transactions
• Contact Lens RX records
• Glasses RX records

These tools reduce manual data entry and provide retailers with greater
flexibility when managing their own system migration.

Automatic Missed appointment status

Appointments that have passed without being completed will now be
automatically marked as Missed.

This keeps appointment records accurate and gives staff a clearer view of
customers who did not attend their scheduled visits.

Improved appointment rescheduling controls

Rescheduling is now disabled for appointments with the following statuses:

• Checked-in
• Completed
• Missed

This prevents appointments that have already progressed or concluded from
being rescheduled accidentally.

Family order notifications

Main account holders will now receive a notification when a linked child
account creates an order.

This gives parents and guardians better visibility into activity across
their connected family accounts.

New Release Notes popup

A mandatory Release Notes popup will now appear when users log in after a
new release.

The popup keeps users informed about the latest PractoPal features,
improvements and fixes. It will remain available for a configurable period
of five days following each release.

Clearer customer information

Customer Information tabs have been reorganised, with additional tabs added
to provide a clearer and more logical view of customer records.

Cleaner Eye Health records

Empty Eye Health records are now hidden, reducing unnecessary clutter and
making completed clinical information easier to review.

Enhanced Myopia Management

The Myopia Management experience and functionality have been enhanced to
support a clearer and more effective clinical workflow.

Localised appointment booking links

Appointment booking links used in POS Order Recall communications can now
be localised for each client.

This allows retailers to direct customers to the correct booking experience
for their individual business.

Automatic country and currency localisation

Country codes and currencies will now automatically follow the store’s
configured country settings.

Currency shown under Service Details will also update dynamically according
to the store’s country configuration.

Improved Product Voucher controls

• Supplier and Brand fields are now hidden when
  Product Type is set to Services.
• Fixed an issue where product vouchers could be applied to OL or CL items
  without an SKU being selected.

Clearer exchange restrictions

The Exchange Not Allowed message has been improved for
orders where a voucher has been applied, giving staff a clearer explanation
when an exchange cannot proceed.

Lab Order Form PDF improvements

The Lab Order Form PDF has been simplified by removing unnecessary fields:

• Date of Birth
• Contact
• Address
• Intraocular Pressure (IOP)

The Order Date display has also been corrected.

Edit Order out-of-stock fix

Fixed an issue where the original out-of-stock item was missing from the
Edit Order popup.

This issue could cause the item’s existing Purchase Order to be cancelled
and only a new Purchase Order to be generated. The original item and its
Purchase Order will now be handled correctly.

Appointment Calendar fix

Fixed an issue where switching from Week or Day view to Month view could
display a different month from the one currently being viewed.

Back to top ↑

This release introduces more targeted voucher campaigns, additional
voucher redemption filters and a new option for cancelling orders while
retaining customer deposits. It also improves clinical reports, myopia
management records, appointments and customer information.

Target vouchers to specific customer segments

Vouchers can now be assigned to specific customer segments when they are
created or edited.

This gives retailers greater control over promotions and makes it easier
to run targeted campaigns for selected customer groups.

Find vouchers more easily

Voucher Redemption now includes filters for:

• Product Type
• Voucher Type

These filters help staff find the appropriate voucher more quickly during
redemption.

Cancel orders without refunding the deposit

A new Cancel without Refund option allows staff to cancel
an order while retaining the customer’s deposit.

When this option is selected, the order will be cancelled without
processing a refund.

Clearer exchange-order controls

Orders containing a voucher can no longer be exchanged. If an exchange is
attempted, PractoPal will display an
Exchange not allowed message.

Orders using custom discounts can still be exchanged.

Notification status in the POS timeline

The POS timeline now displays the sent status of customer notifications,
giving staff clearer visibility into communications associated with an
order.

Improved Eye Health Reports

• Eye Health Reports now include intraocular pressure
  (IOP) values.
• Eye Health Report PDFs now use the information of the store that
  created the report instead of company-level information.

Save clinical records as drafts

Myopia Management and History Taking records now include:

• Save as Draft
• Publish Now

The record status will update according to the selected action, allowing
practitioners to complete and review records before publishing them.

Demo Receipt improvements

• Added a Show Date of Birth checkbox. When it is
  unchecked, the customer’s date of birth will be hidden from the
  printed sample receipt.
• When a family member is selected, the Demo Receipt now uses the main
  account holder’s information.

Appointment fixes

• Corrected appointment status rules to prevent invalid status changes.
• Fixed a one-hour time difference between Appointment Details and the
  calendar.

Customer and family-record fixes

• Removed an incorrect “Male” placeholder from the Relationship field
  when adding a family member.
• Fixed an issue where Gender appeared as “–” in Customer Records even
  when gender information was available.

Purchase Order fix

Fixed an issue where the PO Number was missing when a Purchase Order was
marked as received.

Back to top ↑

This release introduces the Myopia Management Module in Patient Records
and a dedicated Deleted view for Purchase Orders. It also improves
customer search performance, voucher configuration, stock alerts,
receipts and prescription displays.

Myopia Management Module

Patient Records now includes a dedicated
Myopia Management Module with two new tabs:

• Myopia Management
• History Taking

These new sections provide practitioners with a structured place to
record and manage information related to myopia care.

Track deleted Purchase Orders

A new Deleted tab has been added to Purchase Orders,
making it easier to identify and track deleted records.

Faster customer searches

Customer Search performance has been improved, helping staff locate
customer records more quickly during daily operations.

Improved voucher configuration

• Fixed an issue that prevented vouchers from being created when
  Minimum Purchase was set to
  No minimum requirements.
• Fixed an issue where changing Customer Eligibility from
  Specific Customers to
  All Customers was not saved when editing a voucher.

More accurate out-of-stock alerts

Fixed an issue where the Out of Stock alert did not appear when the same
item was added across several order lines and the combined quantity
exceeded available stock.

Clearer action notifications

Update notifications are now displayed after an action has been
completed, giving users clearer confirmation that the requested change
was successful.

Demo Receipt improvements

• Added a checkbox to show or hide the customer’s date of birth on the
  Demo Receipt sample printout.
• When a family member is selected, the Demo Receipt now uses the main
  account holder’s information.

Smoother order completion

After creating an order with the
Order Collected option, users are now redirected to the
Transactions list.

More accurate prescription display

DCL and CCL orders containing Service items now display only the relevant
Contact Lens RX.

This resolves an issue where the Glasses RX was displayed incorrectly
for these orders.

Back to top ↑

This release introduces automatic prescription expiry dates, multiple
discounts within a single POS order, SendGrid marketing emails and
embeddable public appointment booking. It also improves family-account
visibility, payment history and large inventory imports.

Automatic prescription expiry dates

PractoPal now applies an expiry date automatically when a new
prescription is created:

• Glasses RX: 12 months from the prescription date
• Contact Lens RX: 6 months from the prescription date

This helps staff identify whether a customer’s prescription remains
current and supports more consistent prescription management.

Apply multiple discounts to one order

POS orders can now support multiple discounts within a single order,
giving retailers greater flexibility when applying eligible promotions
and price adjustments.

SendGrid marketing email integration

PractoPal now integrates with SendGrid for sending
marketing emails.

This provides retailers with an additional channel for communicating
campaigns, promotions and other marketing messages to customers.

Embed public appointment booking on your website

Public appointment booking links can now be embedded into a retailer’s
website.

This allows customers to book appointments online directly through the
retailer’s website, creating a more convenient booking experience.

Clearer family-account information

Customer Details and the Customer List now display the parent account
associated with each family member.

This makes connected customer relationships easier for staff to identify
and manage.

Improved YeahPay payment history

The YeahPay payment history interface has been enhanced to provide a
clearer and more user-friendly experience when reviewing payment
activity.

Faster large inventory imports

Bulk Inventory Import now uses pagination to improve performance when
processing large import files.

The enhanced import workflow can support files containing approximately
10,000 inventory items.

Business Intelligence reporting

The Sales section for the Customer Analysis and Product
Analysis Reports has been renamed
Business Intelligence (BI).

The updated name better reflects the analytical insights provided by
these reports.

Back to top ↑

This release introduces appointment management and the Customer Analysis
Report. It also adds better brand-list controls and improves customer
exports, prescription visibility, patient searches and Twilio setup.

New Appointment feature

PractoPal now includes a dedicated Appointment feature to help retailers
organise and manage customer appointments.

Teams can use the feature to maintain clearer visibility of scheduled
customer visits and support more organised daily operations.

Customer Analysis Report

The new Customer Analysis Report provides deeper
insights into customer information and activity.

Retailers can use the report to better understand their customer base
and support operational, sales and engagement decisions.

Delete unused brands

Users can now delete brands that are no longer in use, making it easier
to remove duplicate or outdated entries and keep the brand list
organised.

Expanded customer exports

Customer data exports now include:

• Customer Type, such as VIP, Blacklist or Regular
• Store

These additional fields make exported customer data more useful for
segmentation, reporting and analysis.

Clearer Glasses RX information

Glasses RX records now display the available prescription and clearly
identify whether the RX Type is Prescribed or
Measured.

Improved patient search

The Search Customer window in Patient Records now uses the same search
experience as POS, providing staff with a more consistent and familiar
workflow.

Smoother Twilio setup

The Twilio connection window has been enhanced to provide a smoother and
clearer setup experience for SMS integration.

More precise mobile RX syncing

The mobile app now syncs only prescription records created through POS,
providing more consistent RX information across the platform.

Clearer duplicate-email validation

Fixed an issue where creating a staff account with an email address
already used across stores returned an Internal Server Error.

PractoPal will now display a clearer validation message when a duplicate
email address is detected.

Back to top ↑

This release introduces appointment management and the Customer Analysis
Report. It also adds better brand-list controls and improves customer
exports, prescription visibility, patient searches and Twilio setup.

New Appointment feature

PractoPal now includes a dedicated Appointment feature to help retailers
organise and manage customer appointments.

Teams can use the new feature to maintain clearer visibility of scheduled
customer visits and support more organised daily operations.

Customer Analysis Report

The new Customer Analysis Report provides deeper
insights into customer information and activity.

Retailers can use the report to better understand their customer base and
support operational and engagement decisions.

Delete unused brands

Users can now delete brands that are no longer in use, making it easier
to remove duplicate or outdated entries and keep the brand list
organised.

Expanded customer exports

Customer data exports now include:

• Customer Type, such as VIP, Blacklist or Regular
• Store

These additional fields make exported customer data more useful for
segmentation, reporting and analysis.

Clearer Glasses RX information

Glasses RX records now display the available prescription and clearly
identify whether the RX Type is Prescribed or
Measured.

Improved patient search

The Search Customer window in Patient Records now uses the same search
experience as POS, providing a more consistent and familiar workflow.

Smoother Twilio setup

The Twilio connection window has been improved to provide a smoother
setup experience for SMS integration.

More precise mobile RX syncing

The mobile app now syncs only prescription records created through POS,
providing more consistent RX information across the platform.

Clearer duplicate-email validation

Fixed an issue where creating a staff account with an email address
already used across stores returned an Internal Server Error.

PractoPal will now provide a clearer validation response when a duplicate
email address is detected.

Back to top ↑

This release introduces the Product Analysis Report, GST/VAT exemption
support and new clinical fields for prescription records. It also adds
WhatsApp templates for key order milestones, expands inventory data and
improves family transaction searches.

New Product Analysis Report

The new Product Analysis Report provides greater
visibility into product sales and performance.

Retailers can use these insights to understand product performance and
support purchasing, merchandising and inventory decisions.

GST/VAT exemption support

POS now supports GST or VAT exemptions during a sale.

Users can enable the exemption and record a reason, providing a clearer
audit trail for tax-exempt transactions.

Unaided VA in prescription records

Unaided Visual Acuity fields have been added to both Glasses RX and
Contact Lens RX records, allowing practitioners to capture more complete
clinical information.

Patient notification confirmation

A confirmation window will now appear before customer notifications are
sent while creating or editing Patient Records.

This helps users verify the action and reduces the risk of sending
notifications accidentally.

Expanded Frame and Sunglasses inventory details

Frame and Sunglasses inventory items now support:

• Location
• Product Image

The Bulk Inventory Import template has also been updated with a Location
column for Frame and Sunglasses item types.

New Beauty product category

A new Beauty product category has been introduced,
allowing retailers to organise and sell beauty-related products within
PractoPal.

Delete Receive Orders

Users can now delete Receive Orders through Receive Management when a
record is no longer required.

WhatsApp templates for order milestones

New WhatsApp message templates are available for the following customer
touchpoints:

• Order Created
• Ready for Collection
• Collected

These templates help retailers send consistent and timely order updates
to customers.

Improved family transaction search

Users can now locate a family member’s transactions by searching with the
main account holder’s phone number.

Cleaner Inventory navigation

• Removed the Add New Stock button from the Inventory
  screen.
• Renamed View Inventory to
  Inventory.

Appointment improvements

• Appointment Types that support image attachments now display the
  accepted file formats and maximum file size.
• Fixed an issue where an error message appeared twice when creating a
  new appointment.
• Fixed an issue where selecting Cancel in the Create Appointment window
  redirected users to the Patient Records list instead of closing the
  window.

Order, voucher and stock fixes

• Collection Date is now populated automatically when completing an
  order if it was not entered during order creation.
• Fixed an issue that prevented vouchers from being changed from a
  minimum purchase requirement to
  No minimum requirements.
• Corrected the Transfer Stock button label to display
  Stock Received.

Back to top ↑

This release makes inventory setup faster with Bulk Inventory Import and
AutoSKU-er, introduces WhatsApp Templates for customer communication and
adds better controls for supplier brands. It also improves discount
validation, order completion and Daily Sales reporting.

Bulk Inventory Import

Users can now import multiple inventory items in bulk, making it faster
to set up products and reducing repetitive manual entry.

Introducing AutoSKU-er

AutoSKU-er converts uploaded supplier invoices into
structured inventory items automatically.

This reduces manual data entry and helps retailers create inventory
records more efficiently from their existing supplier documents.

WhatsApp Templates

WhatsApp Templates have been added under
Communication, giving retailers a central place to
prepare consistent WhatsApp messages for customer engagement.

Remove unused supplier brands

Users can now remove brands from the Brand dropdown under
Inventory → Suppliers.

This makes it easier to clean up duplicate or accidentally created brand
entries and maintain more accurate supplier information.

Improved order completion

• Fixed an issue that prevented an order from being completed after an
  out-of-stock item was replaced with an in-stock item.
• Fixed an issue where a Purchase Order could still be created for a
  removed out-of-stock item after the payment window was cancelled and
  the order was completed using another in-stock item.

More accurate voucher and discount rules

Fixed an issue where voucher and discount category restrictions were not
applied correctly.

Discounts will now be limited to eligible product categories according
to their configured rules.

Alphabetical Recall lists

Recall lists are now sorted alphabetically from A to Z, making customer
records easier to locate and navigate.

Updated Daily Sales layout

The Daily Sales screen and PDF report have been updated to improve
readability and usability.

Back to top ↑

This release introduces manual sunglasses entry, invoice previews in
Receipt Settings and additional editing options for completed orders. It
also improves family-member documents, inventory workflows and access to
customer profiles.

Manual sunglasses entry

A new SUN-MANUAL item type allows staff to add
sunglasses manually to an order without first creating an inventory
record.

This provides greater flexibility when selling or recording sunglasses
that are not maintained in the store’s inventory catalogue.

Edit key details on completed orders

Users can now update the following information after an order has been
completed:

• Reference Number
• Acquisition Source
• Notes

This allows important non-financial order information to be corrected
without reopening the full order.

Invoice preview in Receipt Settings

Receipt Settings now include an invoice preview, allowing users to review
how invoice information will appear before applying the configuration.

Improved family-member documents

When a family member is selected, invoices and collection slips will now
use the main account holder’s information.

Payment Mode on demo receipts

Demo receipts now display the selected Payment Mode,
providing a more complete preview of the final receipt.

Tax Settings relocation

Tax Settings have moved to:

Stores → Store Detail → Currency & Localization

This places tax configuration alongside the relevant store-level
currency and localisation settings.

Improved iPad SKU selection

The SKU Selection window on iPad has been enlarged to provide more space
and improve readability.

Allocated Quantity has also been removed from this window to simplify the
information shown during item selection.

Faster access to customer profiles

Customer names on the Transactions page now link directly to their
customer profiles, reducing the steps needed to access customer
information.

Clearer company and tax labels

• Store UEN has been renamed
  Company Registration No.
• Tax Identifier has been renamed
  Tax ID across both view and edit screens.

Fixes and reliability improvements

• Fixed an issue where duplicating an SKU also copied its Allocated
  Quantity. New duplicated records will no longer inherit quantities
  reserved for existing orders.
• Fixed an issue where the Salesperson shown on demo receipts always
  displayed the logged-in CMS user instead of the selected salesperson.
• Fixed an issue where selected columns in the Inventory SKU list reset
  after viewing an SKU’s details and returning to the list.

Back to top ↑

This release introduces Twilio SMS integration, Wallet Balance Sharing
and more flexible split-payment editing. It also expands family access
in the mobile app, adds receipt customisation and provides clearer
cashback information for each order.

Twilio SMS integration

PractoPal now integrates with Twilio to support SMS communication with
customers.

A confirmation window will appear before a customer notification is
sent, helping users verify the action and reduce accidental messages.

Wallet Balance Sharing

The new Wallet Balance Sharing feature provides greater
flexibility in how wallet funds can be used across connected customer
accounts.

More flexible split payments

• Existing split payments can now be edited, including changes to
  individual payment amounts.
• A single payment can now be converted into split payments after an
  order has been created or payment has been completed.

These improvements allow staff to correct or restructure payment records
when a customer uses more than one payment method.

Family prescriptions in the mobile app

Main account holders can now view their family members’ prescription
information directly in the mobile app.

This provides families with more convenient access to connected Glasses
and Contact Lens prescription records.

Custom receipt headers and footers

Receipt Settings now allow retailers to customise the header and footer
information shown on printed receipts.

This provides greater control over the business information, notices and
other details presented to customers.

Cashback details for each order

Order Details now show the cashback amount earned and the cashback amount
applied for each order, giving staff a clearer view of cashback activity.

Select prescriptions while editing orders

Users can now retrieve and select existing Glasses RX and Contact Lens RX
records while editing an order.

Daily report view by default

All report types now open in Daily view instead of
Monthly view, giving users immediate visibility into the latest
operational activity.

Fixes and reliability improvements

• Corrected the Right and Left indicators for Contact Lens products in
  POS and Invoice PDFs.
• Fixed an issue where the pending payment amount appeared as a negative
  value when editing an order.
• Fixed an issue where the Supplier field was not populated after
  creating a Glasses order without selecting options in the Lab Ordering
  Form.

Back to top ↑

This release introduces manual frame entry, a more structured Receive
Order workflow and family-order notifications. It also improves recall
management, invoices, payment history, inventory search and POS
calculations.

Manual frame entry

A new FR-MANUAL item type allows staff to add a frame
manually to an order without first creating an inventory record.

This provides greater flexibility when selling or recording frames that
are not maintained in the store’s existing inventory catalogue.

Improved Receive Order workflow

The Receive Order workflow now includes clearer draft and approval steps,
along with updated editing permissions.

Inline item discounts in Receive Orders will also use percentage (%) as
the default discount format.

Family-order notifications

When a family member creates an order, the main account holder will now
receive both email and in-app notifications.

This gives main account holders better visibility into order activity
across their connected family accounts.

Model information in Inventory

A new Model column has been added to the Inventory
list, making it easier to identify and compare products.

Enhanced Smart Search for Inventory

Inventory Smart Search has been improved to help users find relevant
items faster and more easily.

More detailed invoices

Invoices can now include the following additional information:

• PD and Height
• Gender
• Address

Edit Payment History

Payment methods can now be updated according to the payment date, as
long as Daily Sales for that date remain open.

Editing Payment History also supports orders that use split payments.

POS payment and calculation improvements

• Improved the Ready for Collection payment workflow to handle order
  status updates more reliably.
• Enhanced tax and discount calculations during the POS process.
• Duplicate out-of-stock items are now combined into a single order line
  when creating an order.

Improved recall management

Recall details can now be updated using a more convenient inline editing
experience.

• Fixed an issue where enabling Recall before completing an order
  prevented the Period and Reason from being edited.
• Fixed incorrect order-status updates when Recall was enabled after
  order creation, including orders incorrectly appearing as Voided.
• Corrected the Recall Date so it aligns with the order completion date.
• Recall Scheduled Date is no longer displayed when the order has not
  been completed.

More readable notes

Remarks and Optometrist Notes fields now expand automatically as content
is entered, making longer notes easier to read and review.

New acquisition source

TikTok has been added as an acquisition source under
the Online category in POS.

Fixes and reliability improvements

• Fixed an issue where customer details were not saved when converting a
  guest checkout into a customer profile.
• Corrected the Outstanding Payment calculation in the Sales by
  Salesperson Report.

Back to top ↑

This release introduces guest customer checkout, faster inventory record
creation and new options for printing and emailing Eye Health Reports. It
also improves family-account access, transaction tracking, receipts and
inventory profitability data.

Guest customer checkout

PractoPal now supports guest customers, allowing staff to complete a sale
without creating a full customer account.

Vouchers can also be applied during guest checkout. Wallet Balance
purchases remain unavailable to guest customers, and PractoPal will
display an explanatory message if this option is selected.

Print and email Eye Health Reports

Eye Health Reports can now be printed or sent directly to the patient by
email, making it easier to share clinical information securely and
conveniently.

Edit Lab Ordering Forms directly

Users can now edit the Lab Ordering Form directly from Order Details
without entering the full Edit Order workflow.

Duplicate inventory records

A new Duplicate Stock Record action has been added when
editing an inventory item.

This allows users to create a new stock entry using information from an
existing record without re-entering every field.

Improved inventory sorting

Inventory can now be sorted by:

• Alphabetical order
• Price
• Created date

Profit and Profit Margin visibility

• The previous Profit % calculation has been updated to
  Profit Margin %.
• Profit and Profit Margin % fields are now available for all SKUs,
  excluding Wallet Balance.

Track recent transaction activity

A new Last Activity Date column and filter have been
added to Transactions, making it easier to identify and review recently
updated orders.

Family transactions in the mobile app

Main account holders can now view their family members’ transactions and
receipts in the mobile app.

Receipts associated with family-member transactions will be delivered to
the main account.

Control prescription details on receipts

A new Receipt Behavior setting has been added under
Settings → Receipt.

Retailers can use this setting to show or hide the prescription table on
printed receipts.

Restart Daily Sales safely

If an incorrect Cash Float Amount is entered, users can now restart Daily
Sales as long as no new sales have been recorded.

Order and invoice improvements

• Right and Left values for Optical Lens and Contact Lens items can now
  be updated while editing an order.
• Added an Email Invoice button for completed orders.
• Removed the Update Order Status action after an order has been
  exchanged.
• Removed Left and Right fields from Purchase Order and Receive Order
  screens.

Customer account improvements

The Family Members section is no longer shown when staff are viewing a
child account, providing a clearer account hierarchy.

Fixes and reliability improvements

• Fixed an issue where several buttons displayed loading animations when
  only one button had been selected.
• Improved handling when duplicating or creating inventory items with an
  Item Code that already exists.
• Fixed an issue that allowed incompatible bundle types to be selected
  during a POS purchase.
• Updated the Receive Orders Summary Report to use Received Date instead
  of Created Date.
• Fixed an issue that prevented Uncollected Orders from being found
  using manually entered reference numbers.
• Fixed Bulk Edit Inventory so products that were not selected remain
  read-only.
• Improved the error message shown when a user attempts to delete a
  supplier linked to existing inventory items.

Back to top ↑

This release introduces bulk inventory editing, customer and voucher
redemption exports, supplier deletion and invoice delivery by email. It
also improves prescription workflows, family-member searches and the POS
experience on iPad.

Bulk Edit Inventory

Users can now update multiple inventory items at the same time with the
new Bulk Edit Inventory feature.

This reduces repetitive data entry and makes it faster to maintain
product information across larger inventories.

Customer and voucher exports

• Customer data can now be exported for reporting and further analysis.
• Voucher redemption records can now be exported for campaign and usage
  tracking.

Send invoices by email

Invoices can now be sent to customers by email directly from POS,
providing a faster and more convenient alternative to printed copies.

Delete unused suppliers

Suppliers can now be deleted when they are not linked to any existing
inventory items.

Suppliers associated with inventory remain protected to preserve
existing product and transaction records.

Improved family-member search

Staff can now find family members by searching with the main account
holder’s phone number, making it easier to locate connected customer
records.

Improved POS order workflow

• Add New and Glasses/CL RX now open in
  new tabs during order creation.
• The wallet top-up icon in POS has been updated.
• Padding has been reduced on iPad to provide more space for item
  descriptions.

Prescription workflow improvements

• Added a Remarks column to the Glasses RX and Contact Lens RX tables in
  Patient Records and POS Review.
• Updated tab colours for the Prescribed and Measured sections of
  Glasses and Contact Lens prescriptions.
• Removed the default value from Prescription Type.
• Same As Measured is now unchecked by default.
• Selecting Same As Measured now automatically
  populates the relevant information in the Measured section.

Clearer printed documents

• Increased the PractoPal logo size on printed documents.
• Refund payment lines on Invoice and Collection Slip PDFs are now
  labelled (Refund) for easier identification.

Lab Ordering Form improvements

• The supplier list for sales lab orders is now limited to Optical Lens
  and Add-On suppliers.
• The Lab Remarks field has been changed from a single-line field to a
  larger text area, consistent with the Notes field.
• Fixed an issue where the Lab Ordering Form did not appear when editing
  an order if it had not been completed during initial order creation.

Acquisition Source fixes

• Changing the Acquisition Source now correctly enables the
  Update Order button.
• Fixed an issue where the Acquisition Source field appeared blank even
  when an existing value had been saved.

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This release introduces multiple payments within a single order,
consolidated access to family-member records and Collection Slip
printing. It also improves transaction filtering, lab ordering, bundle
discounts and the authentication experience.

Multiple payments in a single order

PractoPal now supports multiple payments within one order, giving
customers greater flexibility to complete a purchase using different
payment methods.

Family records under the main account

The following family-member information can now be viewed from the main
account:

• Transactions
• Glasses prescriptions
• Contact Lens prescriptions
• Eye Health records

This provides staff with a more complete view of records associated with
a family account.

Collection Slip printing

Collection Slips can now be printed directly from transactions, helping
staff prepare and manage customer collections more efficiently.

Improved Transaction List filters

New Sales Type and Salesperson filters
have been added to the Transaction List, making it easier to find and
review relevant orders.

Measured data in POS

Measured prescription data can now be displayed in POS, giving staff
access to more relevant prescription information during a sale.

Updated Lab Ordering Form

The Lab Ordering Form has been updated for Glasses and Sunglasses sales,
providing an improved workflow when preparing orders for the laboratory.

Glasses sale improvements

• The ADD field is now optional when creating a Glasses
  sale.
• Accessories and Sunglasses item types can now be added to a Glasses
  sale.

Bundle Discount improvements

• New Bundle Discounts are now set to Active by
  default.
• Unit Cost Price and Unit Selling Price are now filled automatically
  using inventory information when a Brand or Supplier is selected.
• Automatically populated cost and selling prices can no longer be
  edited manually.

More flexible quotations and refunds

• Demo Receipts now accept $0 or blank amounts, allowing text-only lines
  to be included in quotations.
• Refund processing is now supported for orders with a $0 total, without
  creating a monetary return.

New authentication experience

PractoPal now features an updated Authentication interface and user
experience for login and account-access workflows.

Interface improvements

• Adjusted the Inventory table height so pagination controls remain
  visible without additional scrolling.
• Removed the Back button from the Detail Sales by Products screen.
• Updated the Out-of-Stock Alert window.

Fixes and reliability improvements

• Fixed an issue where the selected Salesperson reverted to the
  logged-in staff member when creating an order.
• Fixed an overlap between the Brand dropdown and search field when
  several brands or tags were selected while adding or editing a
  supplier.
• Resolved display and printing issues affecting Collection Slips.
• Fixed an issue where right and left values for Contact Lens items were
  cleared after submitting an edited Contact Lens order.
• Fixed an issue that prevented a voucher from being applied when the
  order met the required minimum quantity.
• Fixed Verification Code validation in the Forgot Password process for
  email addresses containing special characters.

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This release introduces CSV exports for POS transactions, editable
payment modes and a new Acquisition Source field. It also adds
client-specific PDF terms, easier password management and several
inventory and authentication fixes.

Export POS transactions

POS transactions can now be exported in CSV format, making it easier to
review transaction data, perform further analysis and maintain external
records.

Edit Payment Mode

Users can now update the Payment Mode recorded for a POS transaction,
providing greater flexibility when payment information needs to be
corrected.

Track customer acquisition sources

A new Acquisition Source field has been added to help
retailers record how customers discovered their business.

This information can support marketing analysis and help retailers
understand which acquisition channels generate new customers.

Custom PDF terms and conditions

Terms and conditions displayed in PDFs can now be updated for each
client, allowing document content to reflect the retailer’s individual
policies and requirements.

Easier password management

A new Reset Password option has been added to the user
dropdown menu in the top navigation bar.

Users can now access password-reset functionality directly from their
account menu.

Improved Daily Sales guidance

Hover-over guidance has been added or updated for terms in Daily Sales,
making report information easier to understand.

Inventory and supplier improvements

• Improved Supplier Search to handle special characters more
  consistently.
• When users attempt to create a duplicate supplier, PractoPal now
  displays Supplier already exists instead of a generic
  error.
• Brand filter options are now sorted alphabetically from A to Z.

Employee login fix

Fixed an issue that prevented employees from logging in to the CMS after
their email address had been updated.

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This release makes inventory searching and loading significantly faster,
introduces a clearer sales-category workflow and improves cashback,
reporting, product availability and customer prescription records.

Inventory is now 60–70% faster

Inventory searching and loading have been optimised, resulting in
performance improvements of approximately 60–70%.

This helps staff find products and access inventory information more
quickly during daily operations.

New sales-category selection

Before creating a sale, users will now select the appropriate sales
category from a dedicated screen.

Available sales categories include:

• Glasses
• Contact Lenses
• Sunglasses
• Accessories and Solutions
• Services
• Wallet Top-Ups

Sales Type information on the Transactions page has also been updated to
reflect the latest sales categories.

Automatic cashback reversal

When an order that previously earned cashback is refunded, the related
cashback will now be reversed automatically in the customer’s wallet.

This keeps customer wallet balances accurate after refunds.

Clearer product availability in POS

The Search Products window now shows three inventory quantities:

• Actual Quantity
• Allocated Quantity
• Available Quantity

This gives staff a clearer, real-time view of which products are
physically in stock, reserved for existing orders and available for new
sales.

POS usability improvements

• Added hover-over guidance for terms shown in Daily Sales.
• Fixed an issue that prevented users from selecting a product with the
  Enter key in the Search Products window.
• Selecting the PractoPal logo now returns users to the home screen.

Tax-inclusive and tax-exclusive settings

Taxes and Duties settings have been updated to provide clearer support
for tax-inclusive and tax-exclusive configurations.

Sales report improvements

• Added Total Adjustment to the Sales Summary Report.
• Updated Sales Type in the Sales by Salesperson Report to reflect the
  latest sales categories.
• Updated exported Order Status and Payment Status values to display
  readable labels instead of raw system keys.
• Removed an unexpected Customer column from the Sales by Salesperson
  export.
• Fixed blank Reason for Refund and
  Staff Handling Refund fields in the Refunds with
  Reason and Staff Input Report.

Inventory management improvements

• Standardised product fields by renaming
  Remarks to Notes across all product
  types.
• Updated the item search field when creating new Purchase Orders and
  Receive Orders.
• Stocktake history now uses colour indicators to identify edited
  records.
• The Contact Email field is now optional when adding or editing a
  supplier.

Customer prescription display fix

Fixed an alignment issue in the Glasses RX and Contact Lens RX tables
when prescription values were entered for only the left or right side.

Settings and export fixes

• Resolved an issue affecting Cashback Log exports.
• Improved error handling when an existing email address is used while
  adding a staff account, replacing the generic “Unknown Error”
  behaviour.

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This release introduces barcode labels for inventory and a Sales by
Salesperson report. It also improves cashback, wallet transactions,
refunds, invoices, stock transfers and navigation throughout PractoPal.

Inventory barcode labels

Barcode label functionality has been added to Inventory, helping
retailers identify and manage products more efficiently.

Sales by Salesperson report

A new Sales by Salesperson report has been added,
providing greater visibility into sales performance by team member.

Smarter cashback defaults

Cashback entitlement is now selected automatically according to the
configured cashback percentage:

• When the Cashback Percentage is greater than 0%,
  Entitled to Cashback is selected by default.
• When the Cashback Percentage is 0% or blank,
  No Cashback is selected by default.
• The Download All PDF button has been renamed
  Export.

Cashback and Wallet improvements

• Fixed an issue where cashback could not be issued when the customer’s
  wallet was not active.
• An Order Number can now be used only once for a Wallet Top-Up,
  preventing duplicate use of the same order reference.
• The Mobile Scan button is now disabled when the customer’s Wallet
  Balance is $0.00.

Improved payment handling

• Orders with a total value of $0 can now be completed without payment
  validation.
• Payment Method is no longer required when the Paid Amount is $0.
• A dollar-sign prefix has been added to the Split Payment and Total
  Balance fields.

Clearer refund and cancellation controls

• For paid but incomplete orders, refund quantity fields are disabled
  and only a full refund is permitted.
• When cancelling an order, the system now permits only a full refund.

Invoice and printing improvements

• Invoices now display the Payment Mode and
  Payment Date.
• Selecting Print now opens the PDF with print settings
  enabled, creating a more direct printing workflow.

End of Day Report

A new Total Adjustment field has been added to the End
of Day Report, providing clearer visibility into adjustments recorded
during the day.

Updated Transaction List

• Total Amount has been renamed
  Net Payment.
• The Total Sales value has been removed from the bottom of the list.

Receive Orders Summary

The Receive Orders Summary now displays and filters information based on
the Received Date.

Taxes and Duties settings

• The Add Staff Account button has been removed from Taxes and Duties.
• A “–” is now displayed instead of a tick icon when a region has no
  applicable setting or its sales GST is 0.

Stock movement and navigation improvements

• Completing a stock transfer now correctly creates a Stock Movement
  record.
• Selecting Back now returns users to the screen they previously visited
  instead of a default screen.

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This release introduces comprehensive stock movement tracking, cashback
functionality and Digital Wallet support in POS. It also includes
workflow improvements across patient records, customer management and
receive orders.

Stock Movement Log

PractoPal now records stock movement logs to provide a clear history of
inventory changes.

These logs make it easier to understand when stock quantities changed,
review inventory activity and maintain accurate stock records.

Record Stock Movement

Users can now update inventory quantities by recording a stock movement.
This provides a structured way to document stock adjustments and maintain
an auditable inventory history.

Stock Movement Report

The new Stock Movement Report provides detailed daily
records of stock transactions.

• Review daily stock transaction logs when movement activity is
  available.
• View stock movements with an individual store breakdown.
• Filter results by date, movement type, supplier and brand.
• Export report data in CSV format for further analysis.

Configurable cashback

PractoPal now supports cashback, with configurable settings that allow
retailers to define how cashback is offered to customers.

Digital Wallet support in POS

Digital Wallet support has been added to the POS, giving retailers
another payment option when completing customer orders.

Updated prescription workflow

The Prescribed and Measured workflow
has been updated for non-advanced Glasses and Contact Lens
prescriptions.

This provides a clearer workflow for recording and managing prescription
information in Patient Records.

More flexible family-member records

The Add Family Member window has been updated to make the following
fields optional:

• Last Name
• Date of Birth
• Gender

This gives staff greater flexibility when creating family-member records
if complete information is not yet available.

Improved Receive Order navigation

After completing a Receive Order, selecting
Back will now return the user to the
Transaction Order page instead of the Receive Order
page.

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This release introduces Allocated Quantity and Customer Wallet Balance,
along with new inventory reporting capabilities and improvements across
POS, customer records, stocktaking and payment reports.

Real-time inventory with Allocated Quantity

PractoPal now tracks Allocated Quantity when inventory
is reserved for an order.

Once an item is allocated, its quantity is deducted from the stock
available for sale and reserved against the relevant order. This prevents
the same inventory from being sold to another customer while it is
awaiting order completion.

By separating allocated stock from available stock, stores receive a more
accurate, real-time view of the inventory that remains available for new
sales.

Customer Wallet Balance

PractoPal now supports Wallet Balance, allowing
customers to top up their wallets and use the available balance to pay
for orders.

• Customers can now top up their wallets and apply the available balance
  when paying for orders.
• Wallet Balance has been added to the
  Collect Later and
  Complete Order windows.
• A customer’s Wallet Balance is now displayed in the POS sidebar under
  their customer information.

Inventory Balance Summary Report

The new Inventory Balance Summary Report provides a
snapshot of current stock levels and total inventory value.

• View inventory balances with a store-level breakdown.
• Filter results by inventory type, supplier and brand.
• Export report data as a CSV file for further analysis.

End of Day Report

A new Total Refund field has been added to the End of
Day Report, giving retailers a clearer view of refunds processed during
the day.

Enhanced POS refund controls

• Refund payment methods can now be configured to match the retailer’s
  accepted refund options.
• The Refund button is now hidden for orders that have not been
  completed, including orders marked
  In Progress or
  Ready for Collection.
• Fixed an issue where refunding one optical-lens item—left or
  right—could remove both items from the order.

Customer record improvements

• Added PDPA consent during new customer registration.
• The Glasses RX and Contact Lens RX tables now display the associated
  Order Number.
• Order Numbers include links that open the corresponding POS order.
• Fixed an issue where subscribed customers could incorrectly appear as
  “Unsubscribed” in the Subscription column.

Improved stocktake filters

Stocktake records can now be sorted by Name or
Quantity, with ascending and descending sorting options.
This makes it easier to review and organise stocktake results.

Payment Summary Report updates

• The date filter is now based on Payment Date.
• A Payment Date column has been added to the report.
• Report entries are now sorted by Payment Date instead of Created At.

More reliable cash-variance calculations

Fixed an issue where the
Cash Variance Detected message could appear incorrectly
when calculated amounts contained unusually long decimal values.

Improved global search

The Global Search Bar now includes a dedicated Search button. Users can
also press Enter to perform a search.

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This release makes searching more intuitive and improves field labels
across Purchase Order and Receive Order details.

Improved search experience

Search bars now include a dedicated Search button.
Users can also press Enter after entering a search term
to perform the search.

These changes make searches quicker and provide a more familiar
experience across PractoPal.

Clearer Receive Order details

The following fields in Receive Order Details have been updated for
greater clarity:

• Date has been renamed to Received Date.
• Delivery Date has been renamed to Due Date.
• PO Number has been added.

Clearer Purchase Order details

In Purchase Order Details, Date has been renamed to
Created Date to make the meaning of the field more
precise.

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This release improves the POS experience across tablets and transaction
management. It also resolves an issue affecting subtotal calculations
for purchase and receive orders.

Improved POS navigation on iPad

POS dropdown menus now open when tapped or clicked instead of when the
pointer hovers over them.

This provides a more reliable and intuitive navigation experience for
teams using PractoPal on an iPad or other touchscreen device.

Transaction filters are now retained

The Transaction List now remembers applied filters when a user leaves
the page and later returns.

Retained filters include:

• Search keywords
• Date ranges
• Transaction statuses
• Other applied filter options

Previously filtered results will remain available instead of being reset
to the default view, making it easier to continue reviewing the same set
of transactions.

Correct purchase-order subtotals

We resolved an issue where the subtotal in
Purchase Orders and Receive Orders
could display incorrectly when tax-inclusive or tax-exclusive amounts
were used.

Subtotals will now display correctly based on the selected tax treatment.

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This release improves several day-to-day workflows across PractoPal,
including POS operations, family-member searches and real-time
notification updates.

Dedicated POS system modules

PractoPal now includes dedicated POS sections for
Refunds and Payment Methods.

These modules make it easier for staff to manage refunds and payment
options as part of the sales process.

Find family members more easily

Customer Search can now display family members when staff search using
the main account holder’s phone number.

This helps staff locate the correct customer record when multiple family
members are connected to the same account.

More reliable notification badges

We resolved an issue where the notification badge count did not update
in real time. Notification counts will now refresh correctly, providing
a more accurate view of new alerts.

Back to top ↑

This release introduces new POS modules to streamline sales operations,
improves how family members are found in customer searches and resolves
an issue affecting real-time notification counts.

New POS system modules

PractoPal now includes dedicated POS sections for
Refunds, Payment Methods and
Bundle Discounts.

These additions make it easier for your team to manage common sales
activities and promotional pricing within the POS system.

Find family members more easily

Customer Search can now display family members when staff search using
the main account holder’s phone number.

This makes it quicker to locate the correct customer record when several
family members are connected to the same account.

More reliable notification badges

We resolved an issue where the notification badge count did not update
in real time. Notification counts will now refresh correctly, giving
users a more accurate view of new alerts.

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