Partial Payments, Bulk Locking Time Entries, and More!

We've released several exciting features and improvements these last two weeks:

You now have the ability to accept partial payments on an invoice!

By enabling , clients have the option to pay just a portion of the invoice amount with the smallest allowed payment set by you on the invoice. This increases your firm's cash flow by allowing clients to make earlier, smaller payments towards the full amount.

To enable partial payments by default, you can go to , and toggle on the option for .

There is now an option to bulk select and then lock or unlock time entries on the report.

This increases the efficiency of time entry reviews by allowing you to select and then lock multiple time entries all at once.

We've improved the experience of Client Upload notifications!

Now, whenever you click on a client upload notification (either from the notification bell OR within the notification email), we automatically direct you to the uploaded client file and highlight it yellow.

This makes it easier to locate new client files.

Whenever a reminder email or text is sent to a client on a proposal or invoice, we now log that event to the Audit Log.

That way, you and your firm can have clear visibility on all reminders sent to clients for invoices and proposals.

We've added additional actions to the . We now also log whenever a client does the following:

As a friendly reminder, you can find the by going to a project and clicking

If a client has access to multiple client profiles, they now have a filter on chats so that they can easily view the messages for a specific profile at a time.

This makes it easier for your clients with multiple profiles to find relevant chats!

We've added an column on the page so that you can readily see how many files and/or folders are stored in each folder.

Now you can tell from a quick glance which folders have content or not!

You can now do the following on the report:

We've added some additions to our API for Client Notes. Now you can retrieve, edit, create, or delete client notes via our API. For quick reference, our API documentation can be found here.