Automated Overdue Payment Reminders & Bulk Task Editing
11 August 2026
This release brings automated WhatsApp reminders for overdue invoices, bulk task editing, and richer tracking for lost leads and tax portal notices.
New
- WhatsApp messages: Automated weekly WhatsApp reminders for overdue invoices help your firm follow up on pending client payments effortlessly.
- Tasks: Select multiple tasks in the list view to bulk update fields across all selected items at once.
- Leads: Mark leads as lost with specific reasons; rejected proposals automatically stop follow-up reminders so you stop chasing dead deals.
- Notices: View real-time GST portal notice statuses directly inside PracticeStacks and filter notices by portal status.
Improved
- Invoices → Billing queue: Due dates are now displayed directly on each row in the billing queue for quick reference.
- Clients: Redesigned client overview brings key business metrics inline and adds a team sheet for viewing assigned staff.
- Leads: Lead cards and tables now display the exact date and time received, with immediate WhatsApp and email alerts when leads submit website forms.
- Services & packages: Full mobile support allows firm owners and managers to view, edit, and delete services directly from a smartphone.
Fixed
- Settings: Configure the designated WhatsApp number for receiving administrative notifications and verification messages.
