Internal System Release Notes May 22nd, 2026

*Internal* System Release Notes May 22nd, 2026

FEATURE – Ability to manually edit line line item commission value on the seller settlement

You can now manually edit a lot's commission value directly on the seller settlement. Once a lot has closed, you can see the lot on the seller's settlement. You can hover over the commission value box for that lot on the settlement and you will see a pencil icon appear. Clicking that will open up a modal where you can edit the commission value.

The commission value will at first be listed as "calculated" based on the seller commission applied to it from the seller's agreement that was assigned to that particular lot. If you want to change it, you can click in the commission amount field and change it to whatever value you want and click save to apply the change.

Once the value has been changed and saved, if you return to edit it, the label will read "custom" indicating the amount being charged is NOT the rate that was set from the seller's agreement, but rather something else. If you want to change it back to the original calculated amount, erase the value in the field and save it and it will reset it back to the original calculated amount.

This change allows auctioneers to make lot by lot adjustments for commissions after the auction if needed without having to apply seller credits/expenses to the lot in question.

FEATURE- Allow ability to charge seller commission on last bid amount for items that are marked as 'no sale'

When charging a seller commission on a lot that does not sell but still received bids (listed as a “No Sale” within the clerking grid), there is now added flexibility in how no sale commissions can be calculated.

Previously, the system only allowed for a flat-rate no sale fee. While that option is still available, you can now also apply:

• Percentage-based commissions
• Sliding scale commissions
• Cumulative sliding scale commissions

These commission structures can be applied against either:

• The last bid amount
• The reserve price (if a reserve was set)

For example, let’s say a tractor received a final bid of $1,000, but after the auction it was discovered that the seller failed to disclose an issue with the item and the bidder no longer wants to complete the purchase. The item can be marked as a “No Sale,” while still allowing the auction house to collect a commission on the bidding activity.

If the configured no sale commission is 10%, the seller would owe the auction house $100 based on the final $1,000 bid amount.

Please note that any clients who already had a flat-rate no sale fee configured within their commission templates prior to this deployment will not be affected. Those existing configurations will carry over as-is.

When a lot is no sold and a no sale commission is set up for the commission structure relating to that lot, the settlement will automatically charge the commission rate on the highest of the 2 figures (the reserve or the last bid on the lot). So in the below example, lot 1 was assigned to seller #1 whose commission rates were shown below.

On this lot, the reserve price was $10,000 and the last bid amount was $100. So since the lot did not sell, it will charge the no sale commission structure on the reserve price because the reserve price was the higher of the 2 figures.

As such, the commission would be 10% of the reserve price since the reserve price is over $5000, making it 10% of $10,000 which is $1000 (shown in the value shown below).

If you wanted to just charge the seller on the basis of the last bid received on the lot, you would need to go into the lots-accounting area and remove the reserve price from the lot (shown below).

Once this is done, the settlement will automatically update and calculate the no-sale commission percentage based on the lot's last bid amount (in the below example the last bid was $100, making the commission rate be 25% and thus $25).

These exact same rules apply to Sold Lots as well. For lot 10 below, there was a reserve of $10,000 but the lot ended up being sold at $5000.

This seller's commission scale was as follows for their Sold Lots:

As such, since the reserve price was greater than the hammer price (hammer price=selling price) the seller commission for this sold lot will be based on the reserve price. With the reserve being $10,000, this means that the commission will be calculated at 8%, leading to a commission of $800 (shown below).

If you want the commission to be based off of the hammer price, you would need to remove that reserve price (shown below)

and then if you return to the seller settlement, you will see the commission for the lot recalculate based on the hammer price since it is now the higher value (reserve when blank equals 0).

FEATURE - Add Link to Refund Invoice in Invoice Notes

To improve the user experience, navigating back to the original refunded invoice is now much easier.

Once an invoice has been fully or partially refunded, you will now see a “Refunded Line Items” section that includes a “Refunded Invoice #” link. By clicking this invoice number, you can quickly access the original invoice to review any remaining lots that may not have been refunded yet or do not require a refund.

Once you navigate back to the original invoice, you will now see an “Invoice Refunds” section at the bottom of the page where you can easily access the associated Refund Invoice # (where you just were previously).

Overall, this enhancement provides a smoother and more efficient experience when navigating back and forth between refund invoices and the original invoice during the refund process.

FEATURE UPDATE – Ability to Remove Taxes from a Bidder Invoice

To improve the user experience, there is now the ability to bulk remove taxes directly from a bidder invoice both before and after when payment has been made.

BEFORE PAYMENT HAS BEEN APPLIED TO BIDER INVOICE:

When editing a selected invoice, you will now see a blue “Remove Taxes” button located in the upper-right corner of the invoice screen.

Once clicked, a modal will appear displaying all taxes currently applied to that invoice, including:

• Each individual tax rate applied
• The amount associated with each tax rate
• The total amount of taxes applied to the invoice

The modal will also display the following message:

“By removing the tax from this invoice, you are authorizing that the following tax(es) will be removed from the auction’s tax totals.”

From there, you will have the option to either Save or Cancel your changes.

Please note:

• This action will remove both the Price Tax and the Buyer’s Premium (BP) Tax, and any taxes on fees if applicable.
• You still have the ability to edit lots individually and remove or adjust taxes at the lot level if you do not wish to remove taxes from the entire invoice.

IF invoice is already paid w/ taxes- clicking button creates a refund invoice for just the taxes for that invoice.

AFTER BIDDER INVOICE HAS BEEN PAID:

There may be situations where an invoice has already been paid, and a bidder later returns to the auction house stating they are tax exempt or otherwise require taxes to be removed from their invoice.

To process a tax refund, navigate to the applicable paid invoice. In the upper-right corner of the invoice, you will now see a blue “Refund Taxes” button.

Once selected, a modal titled “Tax Refunds” will appear with the following message:

“By refunding the tax from this invoice, you are authorizing that the following tax(es) will be removed from the auction tax totals.”

Within the modal, you will see:

• The total taxes originally applied to the invoice
• The amount of taxes that will be refunded

After the refund is created, the original invoice will still appear largely unchanged (it looks like the taxes have not been removed) However, at the bottom of the invoice, you will now see an “Invoice Refunds” section containing a “Refund Invoice #” link that directs you to the refund invoice. In the description field, you will also see “(tax refund)” to indicate the type of refund that was processed.

From the refund invoice, you will be able to review all applicable tax refund details and process the refund as needed.

Once a tax refund has been completed, it will update in both the Auction Summary report and the tax remittance report. The tax remittance report will not update until you have completed the refund of the taxes (because technically you as an auction company are still holding that money until you log the payment back to the bidder in the form of the refund).

FEATURE — Offer Invoice Reports on All Sites Using Invoicing (Not Just Sites Using CardPointe Integrated Payments)

Regardless of whether a client is using the CardPointe integration, all clients using invoicing are able to download the Invoice Report. This report is exported as an Excel spreadsheet and includes the following information:

• Invoice #
• Primary Auction
• Auction Paddle #
• Bidder Full Name
• Bidder Company
• Bidder Email
• Bidder Phone #
• Tax Exempt Details
• Invoice Gross Total Due Amount
• Invoice Tax Total Amount
• Invoice Balance Due Amount
• Invoice Total Paid Amount
• Payment Status
• Payment Restricted Status
• Public Invoice Notes
• Private Invoice Notes

To access this report, go to the main Accounting tab, then click Auctions. From there, click the blue Show button for the applicable auction invoice group. On the right-hand side of the screen, you will see a green invoice icon labeled “Export All Invoices as Spreadsheet.”

FEATURE- Show on payment screen for card (ext) payment method sum of payment + surcharge

With the implementation of the credit card surcharge auto calculation on the card (ext) payment method, we updated the payment screen to display the total card charge amount next to the create payment button (see below). This figure is the amount that the checkout employee would enter into the card terminal to charge the credit card. Previously without this figure, the checkout employee would have to add the payment amount and the surcharge together to come up with the sum to enter into the card terminal.

Updated Knowledge Base Articles

How to Set Up and Create a Sales Tax Code

Exporting Bidder Data from Equipment Facts (make note)

How to Export Auction Bidders from Proxibid (make note)