Invoice

Invoices on Mobile: Invoices just got a major upgrade on mobile! Features that were once only on the dashboard are now available on your phone, giving you the same flexibility on the go. You can add product descriptions, apply discounts at product or subtotal level, set late fees, choose payment methods, adjust invoice settings, record cash payments and more. These updates make creating, managing, and tracking invoices faster and easier wherever you are.

Custom Fields (Docs): You can now add up to 3 custom fields (Text, Dropdown, Checkbox, etc.) to invoices for things like PO Number, Salesperson, Project Code, Service Type, or internal approval references. Each field can be marked as required and set to either show on the customer invoice or remain internal only.