What's new

Moving around

• The plan box now shows only under Home, and the team switcher lists the teams you used last under Recently used. What Control Total is
• The trail at the top of a screen now names the record you are on — the client, the product, the order — and a creation screen ends in Create.
• The back button of a record's page takes you to where you came from, the public page of a quote or a sell order included, and to its list when you arrived from somewhere else. Payment complements left the menu: you reach them from Fiscal invoices. Credit notes and payment complements
• A list's search now runs as soon as you clear it or change its field, and it starts empty each time you open the list; the filters are still remembered.
• Support now holds Tickets, Chat and Help, and the old team support screen is gone. Your plan and support
• Several fixes were made to the menu and to the screen titles.

Sales

• A sell order that still owes money can now take an additional charge, with its amount and concept: it raises what the customer has to pay, shows on every document and is never invoiced. It comes with the new free Cargos adicionales add-on, and post-sale discounts are now the free Descuentos posteriores add-on; teams that already gave one keep it. Additional charges
• Recycling a sell order now opens a new version for you to edit, and the original is replaced only when you finish that version; leave it unfinished and the original goes on as before. Create a sell order
• A cloned sell order or quotation, an order dictated to the assistant and a new inventory transfer are now listed only once you save them; one nobody saves is removed after seven days. Create a sell order
• The sheet your customer receives now lists payments, post-sale discounts and returns together under Payments and adjustments, each with its reason. Send documents to your customer
• Send by whatsapp now opens WhatsApp in the same tab, so it no longer leaves a blank tab on a phone. Send documents to your customer
• Several fixes were made to sales, quotations and payments.

Products

• A product can now be cloned from the list or from its edit screen: the copy carries everything except its bar code and its stock. Products and stock
• The product photo now takes only JPEG and PNG images, and a product imported when your team is out of space is saved without its photo, with a warning on the import result. Products and stock

CFDI invoicing

• The PDF of a payment complement is now printed by Control Total from its stamped XML, with the same design as your invoices, listing each payment and the invoices it settles. A complement made before keeps its PDF until you press Regenerate PDF. Credit notes and payment complements
• Several fixes were made to CFDI invoicing.

Plans and add-ons

• Each paid add-on can now be tried free for 4 days, with no card, or paid once with Buy for life so it stays yours and nothing renews. Your plan and support
• Variación de Producto is now free. Your plan and support
• The free plan is now called Gratuito. Your plan and support
• A team with a price agreed with Control Total now sees that price, with its note, on the plans and add-ons screens.
• Several fixes were made to plans, add-ons and payments.

Help centre

• The help centre has its own look: a light bar with the language switcher and the way back to the site, a navy band with the page's title and the search, and a footer of its own. A search typed on the help centre's home opens the guides with it, and a guide that does not exist offers a way back.

Public site

• Every feature now has a page of its own, and the features page lists them with a filter by category. The home page shows current screenshots of Control Total and a photo for each line of business. Features

Corrections

• Several fixes were made to inventory.
• Several fixes were made to notifications.
• Several fixes were made to the documents you print.
• Several fixes were made elsewhere in the product.

A new look

• The menu is now split into modules: a navy column of icons — Home, Sales, Invoicing, Cash and payments, Purchases, Products and inventory and Team, with Support and Settings at its foot — and beside it the screens of the module you pick. What Control Total is
• Forms, tables, cards, windows, the plans and add-ons screens and the pages your customers open were redrawn to the same design: figures line up on the right, states read as coloured tags, and every window has its Cancel button.
• A screen that creates a record now offers Save and create another next to its create button, at the top of the form as well as at the bottom.
• Several fixes were made to how screens fit on a phone and on a narrow window.

Sales

• Cancelling a finished sell order now asks how much money goes back, how it is handed over and which cash register it leaves from. The refund counts in that register's cash count, the cancellation is written in the order's history, and you can print the cancelled ticket for your customer. Cancel a sell order
• A return now lets you refund less than the products were worth, down to nothing, and choose the cash register the money leaves from; the return then counts only what it gave back, and it can be printed. Returning or cancelling damaged products asks for the reason they were lost. Returns and post-sale discounts
• The ticket, the PDF and the page your customer opens now print what was received and the change under each cash payment. Register a payment
• Cancelling a quotation now asks for the reason, and the quotation's page shows it with who cancelled it and when. Create a quotation
• The page of a sell order, a quotation or a purchase order now offers the same actions as its row in the list, recycling a document asks before it goes ahead, and a draft can be deleted from its own page. Create a sell order
• Several fixes were made to sales, quotations and payments.

Prices and lines

• A product can now be captured at the price your customer pays, taxes included: Control Total works out the price before taxes and keeps that final price on quotations and sell orders. Sell at a price with taxes included
• On a quotation or a sell order you can type the total a line has to come to, and its price is worked out from it. Capture a line by its total
• Decimals for Productos now decides the decimals every line is worked out with — price, discount and taxes — and only the line total is rounded to cents, so a price set to land on a round amount lands on it. With 2 decimals, every figure comes out as before. How a line adds up, to the cent

CFDI invoicing

• A product whose fiscal data is incomplete is no longer added to an invoice: a notice names the product and what it lacks, so you complete it in the product and add it again. Stamping names every line that is missing something and what it is. Issue a CFDI invoice
• Several fixes were made to CFDI invoicing.

Inventory

• The new Shrinkage report gathers every product lost without being sold — damaged returns and cancellations, and lines a count found short — with how much was lost, what it was worth and why. Losses from before it existed are in it too. See what your stock lost
• A physical count now asks for the reason of every line counted short. Count your stock and correct the difference
• Several fixes were made to inventory.

Purchases

• A draft purchase order can now be deleted from the purchase orders list. Purchase orders and cost

Sharing documents

• The links you send to a customer are now short: a code of twelve letters and numbers that shows neither the document's number nor the customer's phone. Each payment complement has a link of its own. Links you already sent keep opening. Send documents to your customer
• Several fixes were made to shared documents.

Your files

• Files attached to your team's support tickets are now kept in Media, in the Support tickets folder, and count toward your team's space.

Public site

• The home page has a new promise, a block on how Control Total grows with your business, cards for each line of business and a new closing. The features pages present the shrinkage report and prices with taxes included.

Corrections

• Several fixes were made to reports.
• Several fixes were made to reservations.
• Several fixes were made to support.
• Several fixes were made to your account and your team.
• Several fixes were made elsewhere in the product.

A new look

• Control Total has a new look: every screen, window and button now follows one design, and the X in the corner of a window does the same as its Cancel button.
• Lists now show every value whole, on a phone too, instead of cutting it short, and the PDF actions of a document read as buttons.
• Several fixes were made to how screens fit on a phone and on a narrow window.

Plans

• There are now five plans — the free plan, Simple, Básico, Premium and Pro — each with its own users, products, created and sent documents a month and space for your files. Pro now includes 15 users. If you were already subscribed, you keep paying the price you signed up for. Your plan and support
• Created Documents and Sent Documents are now counted per month, and both counts start again on the first of each month. Your plan and support
• Leaving the free plan for the first time starts with a free trial, and nothing is charged until it is over. Your plan and support
• Moving to a smaller plan now waits for your renewal: you keep the plan you paid for until the period ends, and a cancelled plan can be taken back with Resume plan until then. A payment that is declined or left halfway no longer changes the plan you are on. Your plan and support
• Several fixes were made to plans and payments.

Add-ons

• The business modules are now add-ons: your team turns on the ones it needs from Add-ons, instead of getting them with the plan. Each add-on has its own picture, screenshots of its screen and a link to the guide that explains it. Your plan and support
• Almacenamiento adicional gives your team more space without changing plan, in steps that add up: buying another step adds to the ones you have instead of replacing them. Your plan and support
• Usuario adicional and Sucursal adicional add users and branches one at a time, and Members offers Buy another user when your team is full. Your plan and support
• Add-on prices now show their currency.
• Several fixes were made to add-ons.

Your files

• Every file your team uploads or receives from Control Total now counts toward its space and is kept in Media, in a folder named after what it holds, with one folder per record: Products, Invoices, Reports and Voice notes. Files already there were moved into those folders. Once your space is used up the next file is refused, and nothing is ever deleted for space. Your plan and support

Support

• Support now says what your plan includes: tickets on every plan, priority on Premium and Pro, and live chat with the support team on Básico, Premium and Pro. Your plan and support

CFDI invoicing

• Stamping is now safe when the provider does not answer: the document stays a Draft while it is sent, Retry stamp sends the same request again without risk of a second CFDI, and the Stamp attempts panel shows each request and what came back. Issue a CFDI invoice
• The Receiver of an invoice is now read-only and is corrected from the client's fiscal data. Issue a CFDI invoice
• The invoice PDF now names each of its blocks, adds a panel with the document's data and prints the SAT keys as codes.
• Stamps are now sold in five packages, in pesos in Mexico and in dollars elsewhere. Issue a CFDI invoice
• A sell order paid with several payment methods can now go into a global invoice for the part paid with the methods you choose, and what is left of it can be invoiced from the sell order itself. Invoices to the general public
• Several fixes were made to CFDI invoicing.

Inventory

• A physical inventory lets you count what you really have, save the count to finish later, and complete it so the stock matches, showing the shrinkage it found. Count your stock and correct the difference
• Inventory Movements can now be searched by product, variant, user, where the movement came from and the line it belongs to. Every movement of your stock
• The inventory report now shows the Final stock of each product at the close of the period, and Show all products also lists the products that did not move. Reports
• Several fixes were made to inventory.

Sales and customers

• Each customer can now be charged at the price of its own price list. Charge each customer its own price
• Money that is not a sale or a purchase can now be registered as an income or an expense, with its own concepts and receipt. Money that is not a sale or a purchase
• You can now add your own fields to clients — a note, a date, a number, an option from a list, an image or a file. Add custom fields to clients
• Several fixes were made to sales, quotations and payments.

Cashier shifts

• With Sucursales on, each cash register belongs to a branch, and the expenses paid out of a shift are registered with their concept. Cashier shifts
• Cash put into or taken out of a closed cash register now counts at its next opening. Cashier shifts
• Several fixes were made to cashier shifts.

Branches

• The number of branches now depends on your plan, and a team that needs more adds them with Sucursal adicional. Work with branches

Sharing documents

• The links you send to a customer now open with a key of their own instead of the customer's phone. Links you already sent keep working, except those of a document without a phone, which you share again to get a working link. Send documents to your customer
• Several fixes were made to shared documents.

Public site and help centre

• The home page shows current screenshots of Control Total, the four most used add-ons with a link to all of them, and a Help link in its menu. The add-ons page lists only the add-ons sold in your country.
• Each public page now has its own address in English and in Spanish, the old addresses take you to the new ones, and visitors can switch language from the menu.
• The pages for each line of business have a new design, screenshots of the product and a Spanish version.
• Control Total now has its own terms and conditions and privacy policy, linked at the foot of every public page.
• The help centre logo now takes you to the home page, and the guides use the words you see on screen.

Corrections

• Several fixes were made to reservations.
• Several fixes were made to purchase orders.
• Several fixes were made to products.
• Several fixes were made elsewhere in the product.