Draft invoice editing, GST treatments, and settings redesign
22 August 2026
Edit draft invoices directly from the queue with full GST treatment controls, retry failed deliveries, and navigate a freshly reorganized Settings workspace.
New
- Invoices: Add GST treatment options (including intra-state tax rules) and line-item tax rates directly when creating or editing invoices.
- Tasks: Mark tasks as covered by an existing proposal during task creation to ensure retainer work is not billed twice.
- Invoices → Settings: Optionally copy your firm on outgoing invoice emails and include direct invoice links for WhatsApp delivery.
Improved
- Invoices → Billing queue: Edit draft invoices directly from table rows without opening them first, and retry failed email deliveries with clear status indicators.
- Clients: Client category tags are now automatically derived and updated whenever compliance services are attached or removed.
- Clients → Unbilled work: Clearer prompts when marking work or unbilled tasks as non-billable or waived.
- Settings: Reorganized settings into dedicated tabs for personal profile, firm configuration, invoicing rules, team management, and notification preferences.
- Email inbox: Reading pane now displays message details and metadata using compact chips for a cleaner reading experience.
