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Changelog

Recurring Invoices & AI-Powered Line Items

Set up recurring invoice schedules with intelligent line item updates that automatically adjust date references.

Recurring invoices

Create invoice schedules that generate invoices automatically at your chosen frequency. Useful for retainers, subscriptions, and ongoing service agreements.

  • Flexible frequencies: weekly, bi-weekly, monthly, quarterly, or yearly
  • Duration options: set an end date, a maximum invoice count, or run indefinitely
  • Auto-send: optionally send invoices automatically on their scheduled date
  • Pre-generation: invoices are created 14 days ahead for review and customization

AI-powered line items

When enabled, Product Intelligence updates date references in your line item descriptions for each new invoice period.

Example:

  • "Services for January 2026" → "Services for February 2026"
  • "Q1 2026 Retainer" → "Q2 2026 Retainer"

Three modes:

  • Auto Apply: updates are applied automatically
  • Show: review and approve suggestions before sending
  • Hide: disable AI suggestions entirely

Configure this in Settings → AI.

Series management

Each recurring series includes:

  • Visual timeline of past and upcoming invoices
  • Pause, resume, or cancel at any time
  • Edit series settings (frequency, items, end date)
  • Reschedule options: "this invoice only" or "this and all future"

Custom invoice prefixes

Invoice number prefixes now support any format you prefer:

  • INV- → INV-0001
  • QB/ → QB/0001
  • INV-DEP- → INV-DEP-0001

The prefix is fully customizable in your invoice template settings.

New3
  • Invoicing
    • Recurring invoice schedules with flexible frequencies
    • Product Intelligence for smart line item descriptions
    • AI settings page for recurring invoice configuration
Improvements5
  • Invoicing
    • Invoice prefix now supports custom formats (INV-, QB/, etc.)
    • Visual timeline showing past and upcoming invoices in a series
    • Invoice template now stores the 'notes' field as well, and it carries into recurring invoice generation
    • Notify/Remind now takes into account if a created invoice email was sent or not and will behave accordingly
  • Workspace
    • The design on the settings page has been refreshed to improve usability, accessibility and allow future expansion
All product updates