Now you can set default contacts on clients. Setting a default contact will automatically select that contact when sending invoices or proposals to a client. Additionally, when requesting for a payment method, you can send the request just to the default contact(s) for each client.

Soon this will allow you to bulk send invoices and proposals as well as other bulk actions in Financial Cents.

By default, all first contacts have been set as the default contacts for your clients. You also have the ability to set multiple default contacts on a client.

To either set or remove someone as the default contact, navigate to the client profile and click the three, vertical dots next to the contact.

Now you can easily see when your client viewed an invoice (either directly from within the Portal or from clicking the link in the Invoice email) in with the audit trail displayed on all invoices.

❗ If you share an invoice to a client via the link, then we'll be unable to capture the specific name of the client who viewed the invoice. Rather, the Audit Log will state "Invoice viewed via shared link".

Now you get a daily email summary of all the payments you received from clients that day to stay on top of client payments.

Notifications are sent out everyday at 5 p.m. ET. If no payments were received that day, then no notification email will be sent.

To modify these settings, go to and scroll down to . Please note that users must have access to Invoices in order to receive these emails.