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 June 2026
Product updates, new features, and improvements from this month.
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.