Invoices & Estimates

Create and Send Invoices Faster with the New Invoice Editor
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
PDF Generation for Invoices and Receipts
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
Managing Document Attachments for Estimates and Invoices
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
Set Up Automatic Recurring Invoices Step-by-Step
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
How to view all "Chart of Accounts" within the Xero Integration?
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
Fixed-Rate Rebilling for AI Products
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
Flexible Invoice Editing for Partially Paid Invoices
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
Wallet Pricing Page
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