Native Payment Onboarding
Set up payments without leaving Peasy: the in-app account editor guides you field by field and tells you exactly what to fix if something is rejected.
What's New in Peasy
Recent updates, new features, and improvements. Peasy is actively developed with regular releases.
June 2026
Vendor Payment Terms on Bills
Save payment terms like Net 30 on a vendor and Peasy fills in the due date on every new bill — you can still override it, and Peasy flags a due date that is sooner than the terms allow.
Talk to a Human in Any Chat
By default, chats start with Beacon for an instant answer, and you can switch a single chat to our team with "Talk to a human instead" — or switch back — without affecting your other chats.
Export Bills to CSV
Download your bills as a CSV straight from the Bills table for accounting and reporting.
Purchase Order Notes Before Sending
Add a note for your vendor right in the cart Review & Send step, not just after the order has gone out.
Lot Quantities in Your Preferred Unit
The Lots table now shows quantities in your item's preferred unit (like cases) instead of only base units (like jars).
Ingredient Availability for Work Orders
When you build a work order from a template, Peasy shows which ingredients are short and the most you can make right now.
Shopify Matches on Every Item Type
Item details now show saved Shopify product matches for all item types, not just the items you sell.
Adjust Lot Availability from Item Details
Correct a lot's available quantity right from the Lots tab in an item's details — no need to dig through inventory history.
Bulk-Edit Lot Assignments
Select multiple rows in inventory history and reassign or regroup their lots in one step.
Manage Purchase Orders While Receiving
The Orders tab under Receive now includes the full purchase order view, so you can open, duplicate, or delete a PO without leaving Receive.
Editable Reasons in Receive History
The Reasons column in Receive History is now editable, so you can correct a note without redoing the receipt.
Lot Usage in Item Details
The Lots tab in item details now shows a Qty Used column alongside current quantity, so you can see how much of each lot has been consumed without manual math.
Sales Order Line Fields
Show or hide Description and Lot ID fields on each sales order line using the gear icon, available in both card and row layouts.
Google Sheets: Reliable First-Try Connection
Connecting Google Sheets now works reliably on the first attempt. The OAuth flow requests only the exact Drive permission Peasy needs, eliminating the easy-to-miss unchecked checkbox that previously caused silent failures.
May 2026
Receive Into Inventory from the Bill Form
A new "Receive into inventory" option on the bill form opens Bulk Receive pre-filled with quantities, location, and unit cost from the linked purchase order, so you can receive goods without leaving the billing workflow.
Customer Import Includes Shipping Addresses
The bulk customer import spreadsheet now includes Address, City, State, and Zip columns so shipping details can be imported in one pass. Newly imported customers sync their shipping address to QuickBooks automatically when QB auto-sync is on.
Bill Attachment Uploads
Attach additional files to any existing bill from the Bills table row menu or the open bill preview, then page through all attached files without leaving the bill.
Bulk Receive
A spreadsheet-style modal lets you check in many items at once from a purchase order or the Receive Pending list. Fill in quantity, cost, and lot per row, submit all at once, and fix failed rows without starting over.
Storefront Order Form View
Wholesale customers can switch the storefront into an Order Form view — a searchable table for entering quantities across many SKUs at once. Minimum order quantities are shown inline, with checkout blocked until all minimums are met.
Bulk Vendor Upload
A spreadsheet-style bulk vendor import on the Vendors page lets you add many vendors at once, including Type, Customer ID, Ordering Method, Fulfillment Method, and Order Minimum. Supports CSV upload, a Google Sheets template, and duplicate detection before submit.
Recurring Tasks
Tasks can now repeat daily, weekly, or monthly. When a recurring task is marked done, the next instance is automatically created. A purple badge identifies repeating tasks throughout the app.
Cost Inputs for Templates & Work Orders
Add labor, shipping, overhead, and other non-inventory costs to production templates. Each work order then shows an Additional Batch Costs section where those costs can be overridden per run and are stamped into COGS on completion.
Catalog Bulk Pricing Editor
A spreadsheet-style grid on the Items to Sell page lets you view and edit sale prices, margin %, or markup % for every catalog item at once, with search, category filter, and bulk-apply across selected items.
Split a Purchase Order
Select line items on a purchase order and click Split to move them into a new purchase order — useful for partial deliveries, splitting the remaining items a vendor still owes, or separating items by vendor lead time.
Work Order Calendar & Print
Work orders now have a List by Day planner with an Unscheduled side panel for drag-to-schedule, a continuous-scroll Month calendar, and a print-to-PDF feature for generating work order sheets.
Default Email Templates
Write and save custom default message bodies for invoice, purchase order, and RFQ emails from Configure > Sell and Configure > Buy. Placeholder tokens let you insert dynamic values like customer name or order number.