Invoices & Estimates
The updated invoice editor introduces a more intuitive layout designed to simplify invoice creation and improve efficiency. With a split-screen experien...
Fri, 17 Apr, 2026 at 6:19 PM
This article explains recent improvements to the PDF generation system used for invoices and receipts. These updates deliver faster downloads, more reliable...
Tue, 27 Jan, 2026 at 6:11 PM
Attachments allow supporting files to be included directly with financial documents, helping customers receive all relevant information in a single, comple...
Tue, 27 Jan, 2026 at 3:50 PM
Automating recurring invoices helps you streamline billing, reduce manual work, and ensure consistent payments from your customers. By using workflow autom...
Fri, 17 Apr, 2026 at 6:49 PM
If you are unable to view your Chart of Accounts in your CRM after connecting with Xero, follow the steps below to enable it. Step 1: Go to Settings in Xe...
Fri, 29 Aug, 2025 at 4:05 AM
AI Employee Billing Fixed-Rate AI Billing Charge your clients a simple, predictable flat rate for Conversation AI and Voice AI usage—no more explainin...
Tue, 1 Sep, 2026 at 3:07 PM
Editing partially paid invoices gives you the flexibility to adjust billing when customer requirements change after a payment has already been collected. In...
Tue, 1 Sep, 2026 at 3:08 PM
Billing & Wallet Wallet Pricing Page Access transparent pricing information for SMS, MMS, calls, and emails directly from your Wallet dashboard....
Mon, 7 Sep, 2026 at 8:51 AM