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Release 2026-05-07

May 11th, 2026

1. New Documentation for Dashboard Widgets

Our dashboard offers a wide range of powerful Widgets. In addition to pre-configured Widgets such as Unbalanced OPOS Cases Overdue Documents or Failed Payment Intents, numerous other pre-configured Widgets are available.

Furthermore, custom Widgets can be created with great flexibility. These can be configured for the areas of Contracts, Customers, Documents, Orders and Settlements. Various display formats are available for visualisation: in addition to single values and tables, bar charts can also be used to present data in a clear and visually appealing way.

Detailed information and instructions on creating pre-configured and custom Widgets can be found on the linked pages.

2. Automatic payment assignment now supports orders with multiple documents

Previously, payments with an order reference could only be assigned automatically if the order led to a single matching open document. From now on, instellix also resolves cases with multiple open documents by filtering by debit/credit direction and matching the open amount. When several equal matches remain, the newest document is used; otherwise, no automatic assignment is created.

3. Dunning now supports deposit invoices

Previously, deposit invoices were excluded from automated dunning. From now on, you can include them in dunning by enabling the new Include deposit invoice in dunning option in the dunning configuration. The option is only available when automated dunning is activated and is disabled by default.

4. Credit notes now support a creation reason in Document API v2

You can now provide a document creation note when creating a credit note via Document API v2. This note is stored for better traceability and shown in the document details in the web portal.

5. Document API v2 now supports address-based customer details in document creation

Until now, document creation in Document API v2 required a reference to an existing customer. You can now also use the same endpoint to submit address data directly via customerDetail, without linking the document to a pre-existing customer. Existing integrations remain fully backward compatible.

6. Document API v1 endpoints are now deprecated

The public v1 document endpoints are now marked as deprecated. A deprecation header is also returned in API responses, making the status visible directly when the endpoint is called. This gives integrators an explicit signal to migrate to the current Document API v2.

Bug fixes

  • Fixed a bug where IP addresses were no longer shown in the audit trail

7. MVP Data Report for more than 1.000 records

The csv export feature, available in all tables of the webportal, represents the first step towards making data available outside of instellix via the webportal. It offers flexible filtering options prior to export, but is deliberately designed for smaller data sets.
For larger data sets (more than 1.000 records), the Data Report is available. This is optimised for scalability, but does not include pre-export filtering.

In the MVP, we enable the creation of a Data Report for the Documents entity. The Report can be generated either for the full previous calendar month or for the partial current calendar month.

Further information and instructions on how to start and download the Data Report can be found here. If you have any suggestions for improvement or require additional data periods or entities, we would be delighted to receive your feedback.

Please Note: We have only been collecting data for this report since the feature was introduced. Therefore, we are unable to provide reports containing data prior to 7 May 2026.