Moodiri changelog

October 12, 2026: Split a check from anywhere you record a payment; See payment proofs at a glance; Invoiced and paid so far in the client portal; Fixes

Mon, 12 Oct 2026 17:00:00 GMT

Split a check from anywhere you record a payment

"This payment covers more than one invoice" now appears in Record payment wherever you open it: an invoice, the project page, the project's invoices or Financials.

It is a checkbox now, and ticking it lists the client's open invoices so you can spread the check across them.

See payment proofs at a glance

Proofs attached to a recorded payment show as small previews on the invoice page, in Edit payment and in the Financials payments list.

Click a preview to open the full file in a new tab; PDFs and images open in the browser instead of downloading.

Invoiced and paid so far in the client portal

The Invoicing card on the client's portal Overview shows what has been invoiced and what has been paid so far, including part payments.

A project with nothing owed leads with what has been paid, and a project with nothing invoiced says so.

Fixes

A request where the client asked for changes no longer looks approved on your approval page. The option the client picked is marked with their first name, such as "Jane's pick", and the other options stay at full strength.
Adding an option from a product link no longer shows a photo the client will never see. When the vendor's photo can't be saved, the builder says so, keeps the option's current photo and asks you to upload one.

October 10, 2026: Record one check across several invoices; Proof and history on recorded payments; Choose where each invoice line posts in QuickBooks; Pause or close a project when you archive it; A clearer sales-tax panel on projects; Fixes

Sat, 10 Oct 2026 17:00:00 GMT

Record one check across several invoices

In an invoice's Record payment sheet, choose "This payment covers more than one invoice" to see the client's other open invoices, with amounts filled in oldest-due first.

The check is saved once, each invoice it pays shows the check's date, and anything left over stays as client credit.
QuickBooks receives it as one payment linked to every invoice, and you can still edit or void the check later.

Proof and history on recorded payments

The payment action is now Edit payment.

You can attach proof of payment after the fact, see proofs on the invoice's payment row, and open a History view that lists every change to the amount, method, reference, date, description or invoice.

Choose where each invoice line posts in QuickBooks

Settings > QuickBooks has a Categories card.

For each kind of line (design fee, consultation, logged time, purchasing, product charges, expenses and more), pick one of your own QuickBooks products or services.
Unmapped kinds keep Moodiri's default items, and the choice applies when an invoice is first sent.
If a mapped item has since gone inactive, the push is held with a plain message instead of posting to a different account.

Pause or close a project when you archive it

Archive now asks whether to Pause the project (it goes On Hold and nothing about money changes) or Close it.

Close walks through drafts, unpaid and partly paid invoices, unbilled time, active phases, held retainers and client credit, with a per-item choice that defaults to keeping it.
If any step fails, the project stays open and you see what succeeded.
A closed project no longer accepts new invoices.

A clearer sales-tax panel on projects

The project tax panel is now one table showing what is billed, whether it is taxed and at what rate.

Services, logged time and expenses show as not taxed.
Edit rate changes the products rate in place, and the reason is now an optional note.
Tax reminders offer "Don't show this again", and Settings has "Show sales tax reminders" to turn them back on.

Fixes

Closing the new-project wizard with a stray tap now only shows the discard prompt, and a saved draft is kept until you choose Restore or start fresh.

The project photo shows Replace and Remove beside it.
A project code can now be changed after invoices exist: existing numbers keep their prefix and new ones use the new code.
Compact amounts such as $40K now display the same everywhere.

October 8, 2026: Name your approval options; Proof for client refunds; Project health opens the project's Financials; Fixes

Thu, 08 Oct 2026 17:00:00 GMT

Name your approval options

Each option in the approval builder has a name field.

A blank name saves as "Option 1", "Option 2" and so on.
When you pick a product category, the save dialog asks whether to save the request as a product or choose Keep as a general request.

Proof for client refunds

Attach a photo of the check, a screenshot of the transfer or a PDF (up to 100 MB) when you record a refund, or later with Attach proof on an active refund.

Proofs are private to your firm by default; tick Share with client to show one in the client's portal Documents.
Voiding a refund hides its proofs from the client.

Project health opens the project's Financials

The Health panel on a project now links straight to that project's Financials.

The project overview no longer repeats a Financials card and a Retainer section. Financial details stay under Financials, and requests and cancellation stay in the project header.

Fixes

Approval due dates no longer show one day early for firms west of UTC.

Resend on a "changes requested" request now emails the client directly.
Editing a closed request now explains what to do instead of showing a generic error, and Refund items… no longer keeps saying "Choose how the money was refunded." after you pick a method.
Browser Back now closes project Notes and returns you to the project, and still asks you to save or discard unsaved edits.

October 7, 2026: Refund paid invoices back to your client; A receipt for every refund; Refunds in your reports and QuickBooks; Fixes

Wed, 07 Oct 2026 17:00:00 GMT

Refund paid invoices back to your client

Refund items… on a paid invoice now asks what happens to the money.

Keep it as client credit, as before.
Or choose Refund to client and record how it was paid back, the date, an optional reference and a note to the client.

Refunds can be recorded as check, Zelle, Venmo, PayPal, wire, ACH, cash, card outside Moodiri or other. Client credit rows on Financials also gain Refund to client, so credit from a cancelled order or an overpayment can be paid back later, in full or in part.

A receipt for every refund

Each refund gets its own number and a refund receipt PDF.

The receipt is saved to the project's documents.
The client sees it in the portal under the original invoice.
It is emailed to the client with the PDF attached.
The invoice page lists its refunds with Receipt, Send receipt and Void refund.

Voiding a refund puts the amount back into client credit and hides the receipt from the client.

Refunds in your reports and QuickBooks

Refunds show up wherever you track money.

They read "Refunded to client" in the Financial Hub and on Financials.
In QuickBooks, each refund posts as an expense from the bank account you choose.

Moodiri never moves the money itself.

Fixes

Firms on the sales-tax system can now issue invoices with a negative product line, such as a discount, credit or refund.

October 6, 2026: QuickBooks import picks the project for you; A Card payment method; Imported payments keep their method; Fixes

Tue, 06 Oct 2026 17:00:00 GMT

QuickBooks import picks the project for you

In the import review, each invoice now comes with a suggested project and a note saying why.

The project you used before for that QuickBooks customer.
Otherwise, the project with the same name.
Otherwise, the client's only open project.

Suggestions appear as soon as you pick a client, and archived or cancelled projects are no longer offered. You still check each one and accept.

A Card payment method

Record and edit a card payment as Card instead of Other.

It shows as Card on invoices, receipts, the client portal and the Financial Hub.
It syncs to QuickBooks as a credit-card payment method.

Imported payments keep their method

Payments imported from QuickBooks now keep their method, such as card, check, cash, ACH, wire, PayPal, Venmo or Zelle, instead of all arriving as Other. Click Scan QuickBooks once before accepting payments that were already waiting in the import review.

Fixes

The Financial Hub no longer fails to load for firms with a negative invoice line, such as a discount or credit.
Untaxed lines are no longer sent to QuickBooks as taxable for companies using Automated Sales Tax.

October 5, 2026: Pages open almost instantly; Lighter photos in the client portal

Mon, 05 Oct 2026 17:00:00 GMT

Pages open almost instantly

Rest the pointer on a link and Moodiri fetches the next page, so the click swaps it in without a loading screen. After a short hover, Invoices opens in 75 ms instead of 343 ms.

Lighter photos in the client portal

The portal now loads resized copies of its photos, while full-size views still open the original.

Room tiles and product thumbnails.
Logos and avatars.
Approval photos.

Opening Spaces and each room now loads 0.96 MB instead of 6.1 MB.

October 2, 2026: Bill time on projects with taxable design services

Fri, 02 Oct 2026 17:00:00 GMT

Bill time on projects with taxable design services

Logged time can now be billed on projects whose sales tax may cover design services, such as in New York and Connecticut. Moodiri shows a "Billed without sales tax" notice and asks you to confirm Bill this time without sales tax before saving.

October 1, 2026: Bill logged time from the invoice builder; Bill part of the hours; Unbilled time when you create an invoice

Thu, 01 Oct 2026 17:00:00 GMT

Bill logged time from the invoice builder

Add logged time opens the project's unbilled time as weekly cards.

Choose One per entry or Grouped.
Each entry becomes an invoice line with hours and an hourly rate you can edit.
Time lines read like "2.25 hrs × $200.00/hr" on the invoice, PDF, emails and client portal.

Bill part of the hours

Lower the hours below what was logged and the rest stays unbilled for the next invoice. Voiding or deleting the invoice, or removing its time lines, returns those hours.

Unbilled time when you create an invoice

The Create invoice window now shows the project's unbilled time.

Hours, amount and a split by person.
A Bill logged time button to add it straight away.

Owners and admins who approve time no longer need to submit their own week before billing it.

September 30, 2026: Collapsed sidebar opens on hover; Better product photo layouts; QuickBooks changes reach Moodiri on their own; Fixes

Wed, 30 Sep 2026 17:00:00 GMT

Rest the mouse on the icon column and the sidebar widens to show every label, drawn over the page so nothing moves. It closes when the mouse leaves or with Escape, and the expand button now sits at the bottom of the sidebar.

Better product photo layouts

Product photos are easier to look at.

A single photo is shown whole.
Several photos form a tidy staggered grid that never shifts as photos load.
Photos load faster and stay sharp.
The viewer closes with Escape or a click outside the photo.

QuickBooks changes reach Moodiri on their own

Moodiri now checks connected QuickBooks companies every 15 minutes, so edits made there arrive without a manual re-scan.

A payment recorded in QuickBooks is added to the import review.
An edit to an invoice Moodiri posted is held for review.

Nothing is accepted automatically.

Fixes

Accepting a QuickBooks payment, including one that uses a credit memo, no longer fails with "This record changed in QuickBooks".
A customer name already taken in QuickBooks now shows a clear "Customer name is taken in QuickBooks" review item.

September 29, 2026: A redrawn Moodiri logo; A smarter QuickBooks import; A steadier, more accurate Financial Hub; Faster rooms and files

Tue, 29 Sep 2026 17:00:00 GMT

A redrawn Moodiri logo

The logo is redrawn with corrected proportions.

It appears on sign-in, sign-up and onboarding.
The browser-tab icon is now the oo symbol, following light or dark mode.
Adding Moodiri to an iPhone or iPad home screen shows it too.

A smarter QuickBooks import

The QuickBooks import review handles more of your data correctly.

It suggests existing clients with the same name, company, phone, address or email domain, and says why each one matches.
Payments that apply a QuickBooks credit memo can now be accepted.
Names written "Last, First" import correctly.
A QuickBooks outage no longer leaves invoices stuck for review, and reconnecting restarts syncs that stopped.

A steadier, more accurate Financial Hub

The Financial Hub is clearer about its figures and gets more of them right.

Figures show "Updating. Figures as of 3:42 PM" while they refresh.
"Preparing your figures" keeps checking until they are ready.
Many figures were corrected; for example, reimbursables passed through at cost no longer count as profit.
"AR days" is now "Avg days to pay".
The invoice list no longer cuts off its Total and Status columns on phones and tablets.

Faster rooms and files

Switching rooms with the thumbnails at the top keeps the strip in place, so only the room below changes.
Opening a document on the Files page shows its picture straight away.

September 28, 2026: Log time without a phase; Faster Files and My time; Your QuickBooks edits are protected

Mon, 28 Sep 2026 17:00:00 GMT

Log time without a phase

Phase is now optional in Log time and Start timer, with a No phase choice, so projects without phases can take time. A phase added in Time settings now shows up straight away.

Faster Files and My time

The Files page loads about 9 times less picture data, with each card showing a copy sized to it.
My time opens quicker and no longer flashes a loading placeholder.

Your QuickBooks edits are protected

Moodiri no longer overwrites or voids an invoice someone edited in QuickBooks. It waits for review as "Invoice was changed in QuickBooks", and choosing Update sends Moodiri's version.

September 25, 2026: Invoices with many photos send again; More accurate prices and profit; Faster photos and pages; Safer QuickBooks payment sync

Fri, 25 Sep 2026 17:00:00 GMT

Invoices with many photos send again

Product photos are shrunk to thumbnail size inside invoice PDFs, so invoices no longer pass the email attachment limit. When an invoice can't be sent, the message now says why and that it is still a draft.

More accurate prices and profit

Prices and profit now come out exactly right.

Percentages and tax rates round exactly to the cent, so a $30 item at 7.25% tax is taxed $2.18.
A client-approved price stays exactly what the client approved.
Markups keep what you entered, such as 33.33%.
Profit now counts your trade discount.
The Settings fee preview quotes exactly what checkout charges.

Faster photos and pages

Product galleries and section pages draw right-sized photos, and opening a photo still shows the full-size original.
Time opens faster.
Settings no longer waits on Stripe.

Safer QuickBooks payment sync

Moodiri now holds two risky payment changes for review instead of making them.

Sending a payment to an invoice that is already paid in QuickBooks.
Deleting a payment someone edited in QuickBooks.

September 24, 2026: Confirm changes to draft invoices; Photos appear right away; Fixes

Thu, 24 Sep 2026 17:00:00 GMT

Confirm changes to draft invoices

A product family change that would alter an unsent draft invoice now opens an "Update draft invoice INV-…?" dialog.

It shows the total before and after, and each changed line.
Update draft invoice saves both changes together.
Cancel leaves both as they were.

Photos appear right away

Photos feel instant across Moodiri.

A blurred preview shows the moment a page opens.
Resting on a project, room or product card loads its photos ahead of the click.
A typical photo now loads in 0.18 s instead of 0.42 s.

The Directory link also goes straight to Clients.

Fixes

Deleting a product no longer breaks the photo on copies that share it.
A photo whose file is gone leaves its frame empty instead of showing a broken-image icon.

September 23, 2026: Clearer family cost receipts; Quantities and amounts are checked on save; Fixes

Wed, 23 Sep 2026 17:00:00 GMT

Clearer family cost receipts

The family cost receipt's Your cost column is now filled in line by line, so it adds up the same way the client column does.

Each charge shows where it is billed.
That is either "Included in product price" or on its own invoice line.

Quantities and amounts are checked on save

Values are now checked before they are saved.

Quantities must be whole numbers.
Money amounts can have at most 2 decimal places.

A value that doesn't fit is refused with a clear message instead of being rounded silently.

Fixes

Room and project totals no longer disagree with their products.
A family's sections read as plain sections on phones and portrait tablets.
Photos are fast on their first view again.

September 22, 2026: Pages with photos load much faster

Tue, 22 Sep 2026 17:00:00 GMT

Pages with photos load much faster

Photos are now sent at the size they are drawn and kept by the browser between pages, at the same quality as the original.

Full-size views, lightboxes and downloads still show the original file.
The sign-in photo loads first.

September 20, 2026: Clean product descriptions from links

Sun, 20 Sep 2026 17:00:00 GMT

Clean product descriptions from links

Product descriptions fetched from product links now arrive as readable paragraphs and bullet lists instead of raw code, with symbols like ®, ™ and fractions shown properly.

September 18, 2026: Group invoice products by vendor or category

Fri, 18 Sep 2026 17:00:00 GMT

Group invoice products by vendor or category

When adding products to an invoice, group, search and select them by vendor or category as well as room. Vendor groups show profile images, and the project selector shows project thumbnails.

September 16, 2026: Sharing and approval are now separate; Family receipts and documents; Easier invoices and product photos

Wed, 16 Sep 2026 17:00:00 GMT

Sharing a product and approving it are now two different actions.

Share with client only controls what the client portal shows.
Approve directly changes the status only, and asks whether to also share.
The portal lists every shared product, with undecided ones marked "Proposed".

Family receipts and documents

Product families get a clearer page.

Costs and pricing read as receipt cards, with a Combined or By product view.
Files can be added to a family from its Documents card.
The family page carries the next steps, such as approving or adding it to an invoice.

Easier invoices and product photos

Invoices

The invoice builder's product picker opens with rooms collapsed and a search box.
Invoice products can be sorted by room, vendor, category, name or amount.

Products

Drop up to twenty photos at once onto a product.
Right-click a product card for Edit, Approve, Send to client and Delete.

September 15, 2026: Project tax rates apply to existing products; Add products to a family in one flow; Faster time entry; Fixes

Tue, 15 Sep 2026 17:00:00 GMT

Project tax rates apply to existing products

Accepting or saving a project sales-tax rate now applies it to the project's existing products in the same step, so they no longer wait for one-by-one review. The setting is now called Apply accepted project tax to products.

Add products to a family in one flow

Review sales tax in the same dialog, then send the change for client review or apply it yourself.

Rooms remember their view and filters.
An invoice opened from a product returns to that product.

Faster time entry

Logging time takes fewer steps.

Create time from Log time, calendar selections and stopped timers in one editable draft.
Find projects by name, number, address or client, even with typos.
Select time in 15-minute steps.

Fixes

Spec-sheet PDFs keep long text in its columns.
The spec-sheet picker shows product thumbnails.
Billing problems now show a red banner with Retry.
Unresolved sales tax shows a Review sales tax button.

September 14, 2026: Project-colored Time cards and planned events; Propose family changes to your client

Mon, 14 Sep 2026 17:00:00 GMT

Project-colored Time cards and planned events

Time cards now carry project colors across the calendar, ledger and approvals.

Add planned and recurring events.
Jump back to the current week in one click.
Add custom client-facing notes when invoicing hours.

Propose family changes to your client

Send family changes for the client to accept while current selections and prices stay active.

Review several additions together.
Undo simple product moves.

September 13, 2026: Export product spec sheets

Sun, 13 Sep 2026 17:00:00 GMT

Export product spec sheets

Export spec sheets from a project or room with a live PDF preview.

Filter by room, vendor and approval state.
Choose what to show.
Customize the title, introduction and respond-by date.
Contractor and vendor exports hide prices by default.

September 11, 2026: Bring retainers into QuickBooks; Fixes

Fri, 11 Sep 2026 17:00:00 GMT

Bring retainers into QuickBooks

Review existing fee-free retainers for QuickBooks, reconcile or record their collection, and apply them to invoices without recording cash twice.

Fixes

QuickBooks updates and retries now start right away.
Imported invoice dates no longer shift between time zones on invoices, client views and PDFs.

September 10, 2026: Download Time reports; Full-page Library products; Time improvements; Messages and settings tidy-ups

Thu, 10 Sep 2026 17:00:00 GMT

Download Time reports

Download Time reports as PDF or CSV from the export menu beside the period controls.

Full-page Library products

Open Library products in a full-page view with photos, pricing, notes, documents, and the projects and spaces that use them. The sidebar now also shows colored unread counts beside Messages and Projects.

Time improvements

Open teammates' entries in a read-only view while reviewing timesheets.
Log durations like .5h and 2h 15m accurately.
Studio performance now has its own card.

Messages and settings tidy-ups

Messages search and unread filtering sit together.
Client groups in Messages start collapsed.
Edit the client portal address in a dialog.
The global Create button is gone from the header.

September 8, 2026: Documents is now Files; Fixes

Tue, 08 Sep 2026 17:00:00 GMT

Documents is now Files

The Documents page is renamed Files, and page selectors share the same height and style across Projects, Time, Directory, Financials, Library, Files and Messages.

Fixes

Dragging to select a time range in the calendar no longer crashes the page.
Project covers show in the Time ledger and the Log time picker.
Sidebar labels close after clicking or pressing Escape.

September 7, 2026: Meet the Financial Hub; Time tracking for your whole team; A sidebar that works your way

Mon, 07 Sep 2026 17:00:00 GMT

Meet the Financial Hub

The Financial Hub brings your firm's money into one place.

Today, Collections, Projects, Firm health, Client funds, Sales tax and Invoices, side by side.
Admins can record a sales tax remittance against a return.
Each project page shows a Financials card with a link into the hub.

Time tracking for your whole team

Track time across members and projects.

Running timers, weekly submission and review, and team reports.
Describe your work in plain language and Moodiri proposes the project, phase, task, day and duration.
A read-only Google Calendar connection can turn events into suggested entries.

The sidebar collapses to an icon rail and remembers your choice.
Pinned and Recent projects give one-click access.
Directory is one hub with Clients and Vendors tabs.
Settings has an Appearance tab for Light, Dark or System.

September 6, 2026: See each invoice's QuickBooks status; Correct recorded payments and credit; Fixes

Sun, 06 Sep 2026 17:00:00 GMT

See each invoice's QuickBooks status

With QuickBooks connected, every invoice shows where it stands.

The Details rail shows its accounting status, such as "Synced to QuickBooks" or "QuickBooks: needs review".
The invoice timeline shows entries like "Posted to QuickBooks as 1042".

Correct recorded payments and credit

Correct recorded payments and applied client credit from an invoice's Actions, and choose whether a reduction is removed or kept as client credit. Invoice history shows the corrected amounts and where the difference went.

Fixes

Client budgets show only shared selections.
Multi-option approval emails no longer quote the first choice as a total.
Exempt products no longer count toward taxable sales in QuickBooks.

September 5, 2026: Connect QuickBooks Online; Refund line items on paid invoices; Product pricing as a receipt; Fixes

Sat, 05 Sep 2026 17:00:00 GMT

Connect QuickBooks Online

Connect your firm's QuickBooks company.

Review historical clients, projects, invoices and payments before importing them.
Post newly issued invoices to QuickBooks.
Post received payments to QuickBooks.

Refund line items on paid invoices

Refund whole line items on a paid invoice as client credit, again and again, whether it was paid by card, cash or credit.

Each refund issues a replacement invoice.
The client portal shows "Replaced by" on the corrected one.

Product pricing as a receipt

A product's pricing now builds the client price step by step.

Your cost sits beside each line.
An eye shows whether the client sees it.
A parent's receipt covers the whole family.
Sub-products can be removed from a family with a clear confirmation.

Fixes

Money and percentage fields refuse malformed entries such as "1O0" and restore the saved value.
A failed save rolls the field back.

September 3, 2026: Correct an invoice more than once

Thu, 03 Sep 2026 17:00:00 GMT

Correct an invoice more than once

Teams can now correct the paid replacement from an earlier invoice correction. Each new replacement becomes the current invoice, and earlier ones stay linked as history.

September 1, 2026: Chat like a modern messaging app; More reliable chat; Import past invoices from PDFs; Name your invoices

Tue, 01 Sep 2026 17:00:00 GMT

Chat like a modern messaging app

Messages work in project and space threads, approvals and the client portal.

Sharing

Pasted or dropped photos show as images, and images open in a lightbox.
Files arrive as download chips.
Links expand into previews.

Conversation

Reply with a quote and react with emoji.
@ mention teammates and clients.
Type / to reference a project, room, product or invoice.

More reliable chat

A failed send keeps your message and attachments.
A half-written draft survives a look at another conversation.
Messages with more than four photos are fully viewable.
Mentions now read "Mention" on the Notifications page.

Import past invoices from PDFs

Upload invoice PDFs and bring past invoices into Moodiri.

Review the extracted details, then choose the project and client.
Work through batches of up to ten.
Each imported invoice keeps its PDF.
Drafts stay private until you choose a client-visible status.

Name your invoices

Replace the suggested invoice number with a custom name when creating a draft, or rename an existing draft. Names are checked for duplicates across your whole firm.

August 31, 2026: Bill part of a product from the invoice; A cleaner invoice builder and PDF; Tasks for every eligible firm; Consistent revenue and retainer figures; Fixes

Mon, 31 Aug 2026 17:00:00 GMT

Bill part of a product from the invoice

Each invoice product row has a compact billing percentage, and a product-wide control sets it in bulk.

Hidden charges now need an explicit choice about how the client sees them.
Saved invoices, the client view and PDFs keep grouped charge sections and section totals through a partial-billing sequence.

A cleaner invoice builder and PDF

Invoice create and edit use a single-column charge layout with larger product thumbnails and receipt totals aligned to the Unit price, Tax and Total columns.

PDFs are borderless, keep charges and section headings together across pages, and only split content that is taller than a full page.

Tasks for every eligible firm

Tasks is now open to every firm on an eligible subscription.

Board cards show up to three subtasks before expanding, the selected task stands out more with unrelated cards dimmed, and the detail panel is denser and easier to scan.

Consistent revenue and retainer figures

The dashboard, Financials, client pages and the daily briefing now share one definition of money received for corrected invoices.

The dashboard's retainer "applied" figure drops when retainer credit is given back, matching the retainer ledger.

Fixes

Reopening an invoice after its payment is removed restores the right draft, sent, viewed or overdue state.

Zero-dollar invoice rows now show an error and focus the field that fixes them.
A failed invoice correction now says nothing was changed and to contact support.

August 30, 2026: Correct a paid invoice without moving money; Reverse part of a payment; One Messages workspace; Fixes

Sun, 30 Aug 2026 17:00:00 GMT

Correct a paid invoice without moving money

Refunding items on a paid invoice marks the original as corrected (kept read-only), issues a replacement for the items the client keeps, and turns the refunded amount into client credit for future invoices.

Nothing is refunded through Stripe.
A two-step dialog previews the corrected amounts and the credit, and credit becomes spendable once the replacement is settled.

Reverse part of a payment

Recorded payments now appear on the invoice they paid, and you can reverse a specific amount instead of the whole payment.

The invoice reopens if a balance remains.
New reasons cover a bounced or returned payment and one recorded for too much, and every reversal is kept as a permanent record with who did it and what the receipt was worth before.

One Messages workspace

Client conversations bring project, space, product and approval threads into one place, and a Team tab holds the organization channel, project channels and direct messages.

Larger screens show a conversation list beside the thread, and mobile uses one pane at a time.
Group chats show a stack of participants and older internal history loads on scroll.

Fixes

Corrected invoices are no longer counted next to their replacements in project and financial summaries, and a replacement invoice can't be sent before it is settled from its credit.

Start a message keeps its search pinned while long lists scroll.
Message timestamps and delivery state are easier to read in light and dark themes, and team avatars on Tasks show correctly.

August 29, 2026: Plan project work in Tasks; Payment receipts with the confirmation email; Nicer images and links in Notes; A reminder for unfinished onboarding; Fixes

Sat, 29 Aug 2026 17:00:00 GMT

Plan project work in Tasks

A new Tasks workspace has List and Board views with grouping by status or assignee, priority ordering, filters and one task composer.

Tasks carry an owner, deadline, notes, priority, blockers, dependencies and one level of subtasks.
Drag cards between lanes or use Move and Assign, and see activity history on each task.

Payment receipts with the confirmation email

Client payment-confirmation emails now attach a PDF receipt with product photos, charges, taxes, discounts, payment history and the remaining balance.

Invoice and receipt PDFs now show just your logo in the header.

Nicer images and links in Notes

Images added to Notes start at a consistent width and sit directly on the note without a gray card.

Website previews use a compact layout with a thumbnail, a two-line title and the source, and product links use the product's own title, description and image.

A reminder for unfinished onboarding

Firm owners who leave onboarding before Checkout can get one email that returns them to their saved setup progress.

Fixes

Dashboard notifications load the newest unread items after sign-in and recover from temporary failures.

Activity avatars appear on the first page view.

August 28, 2026: Notes work like a file collection; Version history and Trash for Notes; Rich link previews; Fixes

Fri, 28 Aug 2026 17:00:00 GMT

Notes work like a file collection

Create multiple titled notes per project, read them in a calm view, and switch to editing for headings, lists, checklists, links and images.

Notes can be private to you or shared with the team, with up to five team avatars shown.

Version history and Trash for Notes

Every save creates a version labeled with who made it, shows what was added or removed, and lets you restore an earlier version.

Deleted notes go to a project Trash for 30 days and can be restored or permanently deleted sooner.

Rich link previews

Links can stay as plain hyperlinks or show a website preview with a thumbnail.

External links open safely in a new tab.

Fixes

A late response can no longer overwrite what you just saved, and saves, deletes and restores won't overwrite a newer change made in another browser.

Notes controls have readable contrast and phone-friendly touch targets.

August 27, 2026: See every cost behind a product's margin; Fixes

Thu, 27 Aug 2026 17:00:00 GMT

See every cost behind a product's margin

Each product lists every recorded cost in estimated gross profit, including vendor shipping, vendor tax and custom charges, and whether the client price includes it, bills it separately or still needs review.

This does not change the client price.

Fixes

Product and rolled-up margins use one cost rule, so shipping and tax costs are no longer subtracted twice.

Partial invoices keep exact product and fee amounts across the invoice, client preview and PDF.

August 26, 2026: Apply client credit while creating an invoice; A full-screen Notes editor

Wed, 26 Aug 2026 17:00:00 GMT

Apply client credit while creating an invoice

The invoice builder applies available client credit in the same step, including marking the invoice paid when credit covers the total.

If the credit can no longer cover it, no invoice is created, and a repeated submission never creates a second invoice or draws credit twice.

A full-screen Notes editor

Project admins can add and edit Notes with links, headings, bullet and numbered lists and checklists in a full-screen writing workspace.

Save failures now stay open with a message.
The Wishlist section has been removed from project details.

August 25, 2026: Add products straight to an invoice; Draft invoice previews; Review before changing a product family; Fixes

Tue, 25 Aug 2026 17:00:00 GMT

Add products straight to an invoice

Add a product to a new invoice or an existing draft.

Fully invoiced products move to the end and are disabled, and partially invoiced products show their progress and continue with the right remaining percentage or quantity.
Each product has a clear card with aligned description, quantity, unit price, sales tax and total, and partial billing carries through to client views and PDFs.

Draft invoice previews

Draft invoices offer both a watermarked draft download and a clean final preview with no issue date until the invoice is sent.

Review before changing a product family

Attaching, reparenting or duplicating a product in a family now shows a review-and-confirm step, and stale confirmations are rejected.

The invoice picker shows the exact amount each Add will place on the invoice, and a family page shows where it is used.

Fixes

The client portal and checkout show mixed-rate tax and its amount, and portal budgets keep correct committed and remaining totals.

Invoices reject fully billed products before saving, and previews now match the saved invoice's tax and totals.
Accepting a project sales-tax suggestion from an invoice keeps you on the invoice page.

August 23, 2026: Review the cost before adding a seat; Fixes

Sun, 23 Aug 2026 17:00:00 GMT

Review the cost before adding a seat

Adding a seat opens a payment review with the amount due today, the saved payment method, the new recurring total and seat counters.

A seat count chosen in Team settings now carries over to Billing.

Fixes

Payment dialog buttons stay at least 44px tall on every screen size.

August 21, 2026: Exact seat pricing and receipts

Fri, 21 Aug 2026 17:00:00 GMT

Exact seat pricing and receipts

Firm owners see the exact amount due today, the proration period and the renewal total before changing paid seats; if the renewal quote can't be loaded, confirmation is blocked with a retry.

Each paid seat change sends an itemized receipt with links to the Stripe invoice and PDF, and a declined payment sends a payment-needed notice and the receipt once it clears.

August 20, 2026: Know what a seat costs before you add it; Seat receipts and renewal notices; Product families and reusable configurations

Thu, 20 Aug 2026 17:00:00 GMT

Know what a seat costs before you add it

The seat dialog leads with the exact amount due today, names the payment method, explains the proration window with real dates and states the next renewal.

The word "Estimated" is gone: if the price moved, the purchase is refused rather than charging a different amount.
Billing dates now show the correct calendar day west of UTC.

Seat receipts and renewal notices

Every seat purchase emails a receipt with the invoice PDF attached, and a declined card or bank verification now sends a payment-needed email instead of failing silently.

An advance renewal notice goes out before renewal, and receipts are also saved on the billing page.

Product families and reusable configurations

Each parent product gets its own page with large media, combined and by-product costs, linked documents and invoices, and a right rail for name, quantity, status, vendors and chat.

Save a family as a named, versioned Library template and drop it into any project in one action; the Library gains All, Families and Supplemental views.

August 19, 2026: Sub-products on invoices and the client portal; See your estimated profit; Fixes

Wed, 19 Aug 2026 17:00:00 GMT

Sub-products on invoices and the client portal

A product can now carry sub-products.

A hidden sub-product folds its price into the parent, so your client sees one price for the finished item.
A visible one appears indented under its parent and is labeled as part of it, on the portal, the pay page, the PDF and emailed invoices.
A sub-product's price is locked once it has been billed.

See your estimated profit

Product cost cards, the space rail and the project health card now show Est. gross profit: planned client totals minus the costs you have recorded.

A Costs tracked on N of M elements note shows when the estimate is only partly recorded.
These figures are for you only and never appear to clients.

Fixes

Asking for an address-based sales-tax suggestion no longer gets stuck on "already in progress" after a failed lookup, so you can retry right away.

The project sales-tax card also refreshes itself after a rejected request, so the next click uses the current details.