Custom invoice numbering and custom lead sources
9 October 2026
This update gives you full control over where your invoice numbering starts, lets you define custom sources for your leads, and streamlines proforma-to-tax invoice payments.
New
- Settings → Invoice numbering: You can now customize your invoice numbering series to start at any specific number you choose.
- Leads: You can now create and manage your own custom lead sources, assign them on the fly when adding a lead, and track them in your insights.
- Dashboard home → Calendar: Added a new visibility picker so you can unclutter your calendar by hiding task types you do not want to see.
Improved
- Invoices: Converting a fully paid proforma into a tax invoice now automatically carries over the payment, immediately marking the new tax invoice as sent and paid.
- Clients: The proposals table now displays the final signed contract value instead of the originally proposed amount.
- Proposals → Pipeline: Card widths have been expanded to make better use of screen space on wider laptop displays.
- Clients → Documents: The AI document assistant is now smarter at handling unrecognised files and will no longer waste time trying to rename files it has already processed.
- Chrome extension: Upgraded our automated CAPTCHA reader to better handle newer, harder-to-read image styles on the MCA, DGFT, and ICEGATE portals.
Fixed
- Client onboarding: Resolved an issue where the compliance setup step wouldn't display correctly if a client's proposal had no specific filings selected.
