Edit Recurring Invoices, Project Notes, Client Upload Improvements, and More!

We've released several new features and enhancements to existing features over the past weeks:

Previously, if you wanted to edit a recurring invoice, you had to delete the invoice altogether and then recreate it. Now, you have the option to edit the recurrence from the Client Details under the tab.

This makes it easier to keep recurring invoices up to date with pricing changes, additional services, etc.

Within each project, you now have the ability to add any notes relevant to that specific project for use by your team.

Within the notes, you can:

Additionally, if you have a recurring project, the notes on the previous project will carry over onto the newly created project so that your team always has access to the most up-to-date notes.

Lastly, you have the ability to control which types of team members can make edits to notes under the permission called found on the page.

One piece of feedback we've heard is that it's challenging to access client uploads on Client Tasks. As a first step towards improving this experience, we now display files uploaded by clients on the tab of the project.

Additionally, if you need to quickly view the task itself, you can click the three ellipses on the file and choose .

In a future release, we plan on adding bulk actions in the tab, too -- stay tuned!

We've made a few changes to the view:

This gives your firm more customization of this view so that you can tailor it to suite your needs.

After our initial release of the partial payments feature, we received feedback that would like the ability to make partial payments on invoices, regardless of if are allowed to make partial payments.

As a result, you can now click on an invoice, and select a partial amount to apply (be it a manual payment, CC payment, or ACH payment).