Reuse invoice descriptions and pause reminders per client
24 September 2026
Speed up billing with remembered line-item descriptions, pause automated client reminders on demand, and try the new Ask PracticeStacks AI assistant on your dashboard.
New
- Invoices → Create invoice: Choose from previously used line-item descriptions when drafting invoices so you do not have to retype standard billing wording.
- Clients: Pause and resume automated reminders directly from a client's profile header or action menu.
- Dashboard home: Introduced Ask PracticeStacks, an AI assistant with voice typing to help you quickly query information across your firm.
- Services & packages: Export your entire service catalogue to CSV.
Improved
- Client onboarding: Selecting services when onboarding a client without a proposal is now faster with full service names and one-click clear options.
- Dashboard home: Cleaned up the sidebar by grouping services, compliance, team, automation, and attendance under a single collapsible Firm menu.
- Clients: Added clear visual icons to client tabs for compliance, tasks, documents, and credentials, along with helpful empty states for team-specific lists.