Third-party billing, Udyam numbers, and struck-off client handling
27 October 2026
This update introduces the ability to invoice a client's referring professional directly, complete with GST details and Tally support. We've also added automatic MCA status checks to pause reminders for struck-off companies, and new Udyam number fields for your firm's invoices.
New
- Invoices: You can now issue an invoice directly to a client's referring professional, such as an outsourcing CA or CS firm. The system includes their firm name, address, and GSTIN, ensures client-specific government fees are left off the bill, and exports the transaction correctly to Tally.
- Settings → Invoicing: You can now save your firm's MSME Udyam Registration Number in your branch settings to have it automatically print on your invoices and letterheads.
- Clients: The app now checks the real-time MCA status of your corporate clients. If a company is marked as struck off, a closure badge appears on their profile and all automated compliance reminders are automatically paused.
Improved
- Clients: You can now search and filter your main business list by a contact person's name or phone number. We've also added a dedicated notes field for keeping track of details on individual contacts.
- Proposals: Proposal PDFs now feature better cover page styling, custom footer templates, and cleaner page breaks for lengthy lists of services. You can also now filter the proposal pipeline view by firm.
- Dashboard home: A new notification bell at the top of your screen shows a quick count of unread alerts, so you don't have to open the sidebar to check for updates.