improved
new
Workflow
Billing
Lock Files behind an Invoice🔒 and Task Dependency Organization
We released a big feature and a small usability improvement this past week:
- Lock Files behind an Invoice
- Task Dependency Organization
Lock Files behind an Invoice 🔒
You can now lock client files behind an invoice, meaning your client won't be able to access those documents until they've paid in full.

When creating an invoice, you'll see a new
Lock Documents to this Invoice
option. Click it to browse the files in that client's Client Files
section, select the ones you want to lock (including bulk selection with shift-click), and confirm. Those files are then tied directly to the invoice and won't be made available to the client until the invoice has been paid.
For a walkthrough of this feature, watch our quick overview here!
Task Dependency Organization
Previously, when setting a task dependency, the tasks in the dropdown were listed in a random order with no grouping — making it difficult to find the right one, especially on projects with a lot of tasks.

Now, tasks in the dependency picker are organized to match the section structure of your project, so you can quickly find and select the correct task.