Richer info and actions from the Send Summary page

This release improves the Send Summary page to make the information more complete and enable additional steps to be taken.

• Generate an aggregate draft from the summary page if one hasn't already been generated

• Added buttons to archive the send, view the aggregate draft, and view the parent order

• Aggregate order card and order preview now show expandable tax details (useful for review and reconciliation)

• Support for updating send name and description

• Excluded rows: the Send Summary page includes a table of any excluded rows and the ability to export it for follow-up. The excluded rows use the column headers from your import format.

• Send overview CSV export now includes recipient email, phone, shipping address, subtotal, discounts, tax, shipping, and products, in addition to shipping and tracking info

• Send overview page title includes send ID and a send status badge

• Finalize page copy updates after the aggregate draft invoice is completed

• Finalize page shows a send status badge when the aggregate draft invoice is sent/paid but order creation hasn’t started

Checkout improvements

This release also includes a few checkout-related UI updates that improve clarity and configuration.

• Checkout “Order Summary” card now includes recipient count

• “Allow discount codes in checkout” setting is visible in Send Type settings (including multi-recipient checkout)