Release Notes 8.19.2026

Payment Method on File added to Members Report, By Program and Members Report, By Address: We've added a column to the Members Reports (both by Program and by Address) to advise whether or not there is a payment method on file.
- A payment method is any method on file, card or ACH, saved to the profile, whether expired or active.
- The display advises Yes when there is a method on file, and --- when not (identical to other reports in Sera).
Payment Method on File added to multiple Zapier Triggers: We have also added Payment Method on File to multiple Zapier triggers, listed below.
- Invoice (1)
  - Invoice Accepted
- Customer (1)
  - Customer Created
- Quote (4)
  - Quote Draft
  - Quote Proposed
  - Quote Accepted
  - Quote Denied
- Appointment (5)
  - Appointment Created
  - Appointment Completed
  - Technician Started Trip
  - Appointment Rescheduled
  - Appointment Cancelled

- Membership (2)
  - Membership Created
  - Membership Updated
- Job Status (2)
  - Job Status Updated