Changelog

• Turn card payment on or off for an individual invoice while you write it.
• Copy the customer-facing link for an invoice, estimate, or agreement, or open the page yourself, from the document's own page.
• Expand the opens on an invoice to see each one — when it happened and where it came from — alongside the first and last times you already saw.
• Agreements show the same activity, so you can tell whether a contract has been read before it comes back signed.
• Recording a payment by hand is limited to workspace admins; members still see the payment history and the customer's pay link.

• Workspace settings is organized into sections behind a sidebar, so each page loads only what it needs.
• Keep your own list of payment methods and a default, and pick from it when you record a payment.
• Downloads lead with your workspace name and end with the document's date, so files from several vendors don't collide.
• Notes keep a line free below a link card, page break, or rule, so you can keep typing after inserting one.

Workspaces migrating from another tool can pick up where their old numbering left off, and sending a document takes fewer clicks.

• Set a starting number for invoices, estimates, and agreements from the workspace settings page.
• Invoice and estimate numbers can also be set per document when you need a one-off.
• The send dialog remembers whether you send yourself a copy and attach the PDF, so your choices carry over to the next document.
• Emails show a preview line in the inbox that says who sent what, for how much, and when it is due.

Getting into the right reporter portal no longer means hunting for the right magic link.

• Reporters who work with more than one workspace can now switch between them from the portal header.
• Team members whose confirmed email has reporter access get a one-click hand-off from the issues page.

• The security check on sign-in and sign-up now retries on its own if it does not load the first time.

• Link cards in project notes can be edited after they are inserted.
• Breadcrumbs are consistent across every section of the app.

A big day — referrals, a real home for projects, and better handling of email that bounces.

• Share your referral link from your profile; once someone you referred has paid for three months, you earn a free month of credit.
• Projects are now a top-level section with their own hub page and rich-text notes, available to every workspace rather than only ones using issue tracking.
• Addresses that bounce or report spam are suppressed automatically, and the send flow tells you up front when a recipient is suppressed.

• A refund or chargeback now reduces the amount recorded against the invoice, flips it back out of paid when it no longer covers the total, and emails the workspace.
• Select several time entries at once to act on them in bulk.
• Invoices and estimates can show a contact name alongside the business details.
• Signing up with an address that already has an account notifies the existing owner instead of creating a duplicate.
• Tightened money and number formatting across documents.

• Estimate milestones always add up to the estimate total, even as the estimate changes.
• Only sent invoices accept payment, so a draft or voided invoice can never be paid by mistake.
• Emails retry automatically if a delivery does not go through the first time.

• Sending an invoice now happens from a dedicated card on the invoice page, with the recipients and the message in one place.

• Estimates can be sent to a customer the same way invoices are.
• Added emails for estimates and for payment notices.

• The signed-out home page is now a lightweight holding page that loads instantly.
• Renamed "company name" to "contact" throughout, since it is as often a person as a company.

• Every outgoing email now shares one layout, so branding and spacing are consistent from invoice to reminder to receipt.

• Payment errors now explain what went wrong and what to do about it.

• Signing in and account recovery are now protected against automated abuse.
• The app loads faster on repeat visits.

• Customers can open an invoice and pay it from a public link, without an account.
• Duplicate an existing invoice to start a new one from it.
• Added a weekly digest of unbilled time that has been sitting too long.

• Put your own logo and colors on invoices.
• See when a customer has opened an invoice you sent.

• Signed agreements record a verifiable trail of who signed, from where, and when.
• Reworked the agreement PDF layout.

Write a contract, send it, and have the client sign it — without leaving the app.

• Compose an agreement in a rich-text editor, from scratch or from a reusable template.
• Placeholders fill in customer and business details automatically, and prompt for anything else.
• Clients sign from a private link; you countersign to execute.

• Create an estimate, send it for approval, and convert its milestones into invoices as the work lands.
• Set a default currency, tax rate, and payment terms per workspace.
• Invoices dated in the future are labeled as scheduled rather than overdue.
• Error pages explain what happened and how to get back on track.

• Invoice numbers now read 1, 2, 3 rather than 0001, 0002.
• Page headers are consistent across the app, and their buttons wrap to their own row on narrow screens.

• Export any report to a file.
• A recurring invoice that would exceed your monthly email allowance warns you before it sends.
• Invoice, customer, and time-entry lists load faster.

• Put an invoice on a schedule and have it generate and send itself.
• Customers have a proper detail page, with their invoices and activity in one place.

• Track issues against a project, with a portal where outside reporters can file and follow their own.

• Each workspace has its own document-email allowance, shown before you hit it.

• Log time and turn unbilled entries straight into an invoice.
• Line items can be reordered by dragging.
• Pick a color theme for the app.

• The invoice preview now renders as part of the page instead of an embedded PDF viewer, so it is fast and readable on a phone.

• Download any invoice as a PDF that matches what you see on screen.

• Protect your account with an authenticator app.

• Connect your own Stripe account so invoice payments settle directly to you.
• A workspace owner can delete a workspace.

• Sign in with Google.
• Invite teammates to a workspace and set their role.
• Send automatic reminders on invoices that are coming due or past due.
• Added a revenue chart to the dashboard.
• Add more than one email address to your account.

• Subscribe, change plan, or cancel from the billing page.
• The database is backed up automatically on a schedule.

• Invoices, customers, and workspaces have short, readable web addresses — /invoices/1 rather than a long string of characters.

• Email an invoice to a customer and attach files to it.

• Filter invoices by customer and status, and clear a filter in one click.
• Sped up the invoice list considerably.

• Navigate from a persistent sidebar and switch between workspaces from it.
• Browse invoices in a sortable table.
• Added confirmation prompts and in-app notifications throughout.

• Create a workspace with its own details, and manage your own profile separately.

• Create an account, sign in, and reset a forgotten password.