September 2025 Release Notes
We’re excited to share a fresh batch of improvements aimed at making your day-to-day work in Orchard Stack even smoother—from client billing to order management, route planning, and meal labeling.
New Invoice Template
A brand new invoice template is now available, featuring:
- A clean, modern design
- Improved formatting for readability
- More options for customizing layout and branding
To use this new invoice template, change the Invoice Format setting to Standard on the Billing Settings page.
Note: The legacy invoice template remains available to allow for a smooth transition. You can continue using it as needed while you explore the new layout.
Email Delivery of Client Invoices
Invoices can now be sent directly to clients via email - both in bulk during end-of-month billing and on-demand at any time from the client's invoicing page. You can configure the invoice emailing from the Billing Settings page. Note that the new Standard invoice format is required to use the new invoice emailing feature.
Improved Organizational Accounting
Third-party payer billing has been enhanced with better support for organizational-level accounting. Orchard Stack can now manage a single organizational billing account for a third-party payer, and an organizational payment can be entered just once rather than individually for each client. (The existing per-client management of third-party billing accounts remains available.)
Integrated Support Portal Access
Need help? It’s now easier than ever to reach our team!
The Help icon in the top navigation bar that gives you quick access to:
- Help Center – View articles and documentation
- Ask a Question – Open a new support request or check on the status of an existing request
Customer Order Form Enhancements
The customer order form has been rearranged for simplicity and updated to better support:
- One-time and non-recurring orders
- Order start dates and scheduling
- Assigning specific orders to alternate billing accounts
These changes streamline the process for adding custom or temporary orders.
Smarter, More Customizable Route Sheets
Route sheets now include:
- A fully customizable header for displaying your organization and route information
- Ability to print maps and/or turn-by-turn directions for manually-assigned route delivery orders or to print turn-by-turn directions without maps.
Meal Label Improvements
Meal labels now support:
- DOCX Export: In addition to PDF, labels can now be exported as DOCX files for easier management of the printing margins and the ability to customize the labels in Microsoft Word.
- Custom Notes: You can now add individual meal label notes per client on the client's Delivery page.