A clean record of what shipped, what changed, and what got tighter.
Meet Offsider - your AI helper that drafts invoices by chatting
Say hello to Offsider - AU/NZ slang for a good helper on site. It is an in-app chat that drafts invoices and quotes for you, on every plan. It only ever drafts - you always review and press send.
One violet AI button now covers chat and dictate in a single place - no more hunting for separate buttons.
Chat with Offsider to draft an invoice or quote, check who owes you, or ask what is outstanding - it drafts, it never sends.
Ask for your numbers - who owes you the most, income by quarter or financial year, GST collected - and Offsider pulls the real figures from your account, never a guess.
It can also manage your account by chat - update settings, add or update a saved item, log an expense, or update a client's details. Sensitive changes like your bank details always need your explicit yes and email you the moment they happen.
Every plan gets a taste: 10 Offsider chats a month on Starter, 30 on Pro, 200 on Pro AI, and 500 on Growth.
See your Offsider usage any time from Settings > AI.
Connect your AI - Claude or ChatGPT can now draft your invoices
Point Claude, ChatGPT or any MCP-capable AI straight at your Invio account. It can draft invoices and quotes and tell you who owes what. Drafting and sending are separate tools, and every send runs the same checks as sending it yourself.
Generate a connector URL from Settings > AI (in the Connect your AI section) and add it in Claude or ChatGPT as a custom connector.
Your agent can draft invoices, draft quotes, list what is outstanding, check a specific invoice, pull revenue or GST numbers by quarter or financial year, and change a handful of your settings when you ask - including bank details, GST/ABN, region and invoice numbering, which always email you and need your explicit yes first.
It can also run the day-to-day for you when you ask - add or update a saved item, log an expense, update a client's details, turn an invoice's reminders on or off, or stop a recurring series - through the same explicit-confirmation rules as everything else.
Sending is a separate tool from drafting - there is no combined "create and send" action - and your agent is instructed to show you the draft and ask first. What is actually enforced on every single send, AI or human: valid bank details, a verified email, and room on your plan.
Read the full setup guide and safety model at /guides/connect-your-ai.
Add scope, terms, or notes as a line with no price
A line item can now be text only - a description with no quantity, no rate, no amount, no GST, and no effect on your totals. Use it for scope of work, revision terms, or turnaround notes right alongside your priced lines, and save the ones you reuse to your item library.
On any invoice or quote, add a "Text Line" next to your priced items - it never has a quantity or rate, and it never changes the total.
A text line is a deliberate choice, not a priced line someone forgot to price - it never triggers the "No price" warning that exists for that.
Your item library now holds two kinds: priced items, and text blocks. Save a text line to reuse it, or insert a saved text block straight into your notes.
Clients see it exactly as typed on the invoice or quote page, the PDF, and the email - just the words, with no price column next to it.
Xero connector: try it free for a week, or book a 30-minute demo first
The Xero connector now offers a 7-day free trial - no card needed, up to 2 organisations account-wide, whichever plan you would otherwise pick. It ends on a fixed date, seven days from when you start it; subscribing at any point before or after that date takes over immediately and does not need Xero reconnected. If you would rather see it working before deciding anything, you can book a 30-minute demo instead.
Update, 18 September: compare six Xero-native and hosted options, with dated sources and explicit verification limits, at /xero-mcp/xero-native-options.
Start your free 7-day trial from the connector's own page - no card, no automatic charge when it ends.
The trial covers up to 2 Xero organisations in total across every business on your account, the same cap regardless of which plan you would pick when you do subscribe.
It ends exactly seven days after you start it - you get an email reminder a couple of days before, and another once it has actually ended.
When it ends it simply stops - you are never charged unless you choose to subscribe, at which point paid access takes over straight away.
A "Book a 30-min demo" link sits next to the trial button on every connector page, for anyone who would rather watch it work first.
Your invoice, quote, client and expense lists now load in pages, and search runs on the server
Invoices, quotes, clients and expenses each load a page at a time instead of your whole history at once, and searching, filtering and sorting now run on the server - so the list stays quick to open and quick to search as your history grows.
Open any of the four lists and you will see the most relevant page straight away, with a "Load more" button underneath for the rest.
Typing in the search box, clicking a filter pill, or changing the sort order now asks the server for exactly that view, rather than filtering everything already on your screen.
Nothing about how you use these screens has changed - the same search box, filter pills and sort controls, just faster on a long history.
Xero connector: propose a leave application, or update an employee's contact details
Your assistant can now propose a leave application for one employee, and propose a change to an employee's first name, last name, email, phone/mobile, or home address - held in the same approval queue as every other change this connector can draft, across Australia, New Zealand and the United Kingdom.
Name the employee, the leave type, and the dates - your assistant works out how many units the leave is worth by asking Xero, never by guessing.
New read tool: this organisation's leave types (Annual Leave, Sick Leave and similar) - your assistant checks a leave type is real before proposing it, never invents one.
An employee's first name, last name, email, phone/mobile, or home address can now be updated - and only those. Nothing else about an employee can be changed through this connector: not bank details, not a tax number, not pay, rates, or leave entitlements, not a start or termination date.
For Australia, phone and mobile are separate fields and both can be set. New Zealand and the United Kingdom carry only one phone field in Xero - your assistant is told to use just one.
No new permission to grant - both use the same "Payroll: make changes" permission that already covers every other payroll change this connector proposes.
Xero connector: Australian earnings rates are now readable, and a United Kingdom pay run says up front how it is actually created
Your assistant can now list your earnings rates for Australian organisations too, not only New Zealand and the United Kingdom. And for the United Kingdom, drafting a pay run now says plainly, before anything is queued, that a United Kingdom pay run is generated inside Xero itself, from your pay calendar - not through this connector.
Ask your assistant to list your earnings rates for an Australian organisation and it now can, the same way it already could for New Zealand and the United Kingdom.
For ordinary hours worked, your assistant still uses each Australian employee's own default rate automatically - the full list is there for the times you need a different one, like overtime or an allowance.
A pay run cannot be drafted through the connector for the United Kingdom - Xero's own API has no way to create one there at all. Open Payroll in Xero directly to start one; Australian and New Zealand pay runs are unaffected.
A New Zealand or United Kingdom timesheet now needs to cover the employee's whole payroll period, not just the days actually worked - your assistant will ask for the right dates.
Xero connector: New Zealand and UK timesheets can now name their own earnings rate, and a payroll refusal says why
A New Zealand or United Kingdom timesheet can now point at a real earnings rate your assistant looks up itself, and when Xero refuses a payroll change it now tells you exactly what it objected to, not just the bare status code.
Your assistant can now list your earnings rates (Ordinary Time, Overtime and similar) for New Zealand and United Kingdom organisations, and use the right one when it drafts a timesheet - Australia already had this covered through each employee's own record.
If Xero refuses a payroll change, the reason it gives - which field, and why - now comes through to your assistant and into your approval history, not just "Xero returned an error".
A New Zealand pay run draft now matches the shape Xero's own examples use.
Xero connector: record a payment against a bank account that has no code
A bank account in Xero does not always carry a code, most often when it was added straight from Xero's own bank accounts screen. Your assistant can now name such an account by its exact name when it proposes recording a payment, and the account is checked live either way.
Give either the account code or the exact account name when your assistant proposes recording a payment - never both, never neither.
A bank account with no code now shows as code: null when your assistant looks up your chart of accounts - that is Xero's own honest answer, not a mistake, and it is the sign to give the account's name instead of a code.
Whichever way it was named, the same checks still run before you approve it and again the moment you do: it must be a real, active BANK account in Xero.
Any active bank account in Xero can receive a payment through the connector. Xero's "enable payments to this account" setting is for non-bank accounts and is not asked of a bank account.
Xero connector: an approved invoice now always has a real account to post to
An invoice your assistant drafts as approved (the default) now always carries a real account for Xero to post it against - either the one it named, or, when it named none, the one account your organisation has for that. Before this, an approved invoice with no account named could be approved in Invio and then refused by Xero itself, with nothing created.
If your assistant does not name an account and your organisation has exactly one active revenue (or, for a bill, expense) account, that one is used automatically - and the approval you see says which one and why.
If it has more than one, your assistant is told to ask you which one rather than guessing - guessing wrong would post real income to the wrong account with no error at all.
An account that is archived in Xero is now refused outright on an approved invoice, not just noted - archiving happens for a reason, and Xero does not promise a write to one will fail cleanly.
Still asking to check or edit an invoice in Xero first? Nothing changes there - a draft can leave an account blank exactly as it always could, for a human to fill in later.
This is also checked again, live, the moment you approve - if an account was archived in Xero in the meantime, the change is refused rather than sent.
Type a few letters of an address and pick it - for your clients and your own business
Adding a client, or setting your own business address? Start typing the street and pick the match - the rest of the address fills itself in. Works for New Zealand and Australia. Every field stays editable afterwards, and if you would rather just type the whole thing by hand, you always can.
Start typing an address line - after a few letters, real matching addresses appear to pick from.
Picking one fills in the rest: unit number, suburb/city, postcode, and - for an Australian business - the state. Nothing is locked; every field can still be edited by hand.
Available on the client address form and on your own Business address in Settings.
Google looks up the address for you; Invio only ever keeps the address you actually chose - not a place id, not what you were still typing.
Xero connector: expired changes leave the queue on their own, and history shows the organisation's current name
A proposed change your assistant never got to in time used to sit marked "pending" forever, and a renamed Xero organisation kept showing its old name. Both are now automatic: an expired change moves itself into history within the hour, and every name shown is the one your organisation is called in Xero right now.
A change nobody approved or rejected in time now moves into history as "expired" on its own, within the hour - your assistant already reports it that way immediately when asked what is waiting.
An expired change never counted toward the 100-open-change limit, and still does not - only genuinely still-open changes do.
If you renamed an organisation in Xero, every change and every history entry now shows its CURRENT name - not the name it had when the change was drafted. Renamed since then? You will see both: "New Name (was Old Name)".
Settings > MCP > Xero: a quicker page, and approvals moved to their own screen
Settings > MCP > Xero used to show everything at once - the full approval queue, every organisation, every permission, every connector URL - whether you needed it or not. It is now a short page you scan, with each part collapsed to one line until you open it.
Approving and rejecting a proposed change now lives only at /xero-connector, the dedicated daily workspace - Settings shows a single line, "N changes waiting for approval", with one button straight there.
Organisations, Permissions, Connector URLs, Team and Danger zone each collapse to a one-line summary - open only the one you came for.
Nothing was removed from what you could already do - approve, reject, mint a connector URL, change permissions, disconnect - it is all still here, just not all open on the screen at the same time.
Xero connector: read payroll across Australia, New Zealand and the UK - and draft changes too
Your assistant can now read this organisation's payroll - employees, leave balances and pay runs - for Australian, New Zealand and United Kingdom organisations, and propose a timesheet, a new pay run, or posting one, held in the same approval queue as every other change this connector can draft.
Four new read tools: this organisation's payroll employees, leave balances, pay runs, and one pay run's full detail with a comparison against the previous run of the same payroll calendar.
Works across all three regions Xero runs payroll for - Australia, New Zealand and the United Kingdom - the same connection can hold organisations in more than one, and each is read correctly for its own region.
Never reads a tax file number, a bank account or a home address for any employee - this connector was not built to see them, not merely told not to show them.
Three new draft tools: a timesheet for one employee, a new pay run, and posting an existing draft pay run. Every one only ever queues a pending change - nothing reaches Xero until you approve it in Settings > MCP > Xero.
Posting a pay run is Australia only, and cannot be undone once approved - Xero has no way to move a posted pay run back to draft through its own API. It does not lodge anything with the ATO, IRD or HMRC, and does not pay anyone - that stays entirely outside this connector, on whatever process this business already uses.
Payroll read and payroll write are permissions you choose separately, both off by default - tick "Payroll, read only" first; "Payroll: make changes" only becomes available once you do.
Not built yet: applying for leave on an employee's behalf, and editing an employee's own details - named here as a gap, not left as a silent omission.
Xero connector: you choose which permissions to grant, before you connect
Connecting Xero used to ask for one fixed set of permissions. Now you pick which ones to grant on a checklist before Xero's own consent screen ever appears - and you can change your mind at any time afterwards, without disconnecting or losing your organisations.
Invoices, credit notes, quotes, manual journals, reports and projects are still ticked by default - untick any of them if your assistant does not need it.
Recording payments and reading payroll data stay off unless you turn them on, exactly as before - now you choose that up front, on the same checklist, instead of a separate settings toggle after connecting.
New: payroll write access - draft timesheets and pay runs and post a pay run, every change waiting for your approval like everything else. Off by default, and only tickable once payroll read access is ticked too - a posted pay run cannot be reversed through Xero's own API, so this one asks for read access first on purpose.
"Change permissions" in Settings > MCP > Xero reopens Xero's consent screen for your new selection - your connected organisations and connector URLs are untouched.
If your assistant asks for something outside what you have granted, it now names the exact permission it needs and tells you where to add it - not just "reconnect Xero".
Xero connector: read payments, and record one against an invoice
Your assistant can now see who has paid an invoice, and propose recording a new payment against one - held in the same approval queue as every other change. Unlike everything else this connector can draft, a payment has no in-between "draft" state in Xero: once you approve it, it applies immediately.
One new read tool: list payments already recorded in Xero, filtered by status, invoice or date.
One new draft tool: propose recording a payment against an AUTHORISED invoice, for an amount up to what is still owed. It only ever queues a pending change - nothing reaches Xero until you approve it.
Payments is a permission you choose, separately from everything else - tick it when you connect Xero, or add it later from Settings > MCP > Xero. A connection that has not ticked it simply cannot record payments until you do.
Because a payment has no draft state in Xero, both the invoice and the bank account are checked live twice - once when your assistant drafts it, and again the moment you approve it - so a figure that has since gone stale is caught before anything is written.
A recorded payment can only be reversed from inside Xero itself, by deleting it there - this connector has no tool for that, and says so before you approve one.
Xero connector: read and draft quotes
Your assistant can now read Xero quotes and draft new ones - the same approval queue every other write in this connector already uses. No new permission was needed: the scope this connector already holds for invoices and credit notes covers quotes too.
Two new read tools: list quotes filtered by status, contact, quote number or date, and pull one quote's full detail including line items, title, summary and terms.
One new draft tool: propose a new quote for a contact. It only ever queues a pending change - nothing reaches Xero until you approve it in Settings > MCP > Xero.
Xero's own "SENT" status is available if you ask for it, but it is only an internal label in Xero - this connector still cannot e-mail or deliver a quote to anyone, at any status.
Quotes get their own currency and tax-inclusive controls, the same as invoices and credit notes, so "quote them $1,500 including GST in USD" works the way you would expect.
Xero connector: approval e-mails are now a daily digest
If you draft several Xero changes in one session, Invio now sends at most one approval e-mail per person per day, listing everything waiting for review, instead of one e-mail per change.
The first change after a quiet day still e-mails you straight away, and that e-mail lists every change currently waiting, not only the newest one.
Further changes within the same 24 hours do not send another e-mail; they show up in the next digest and, as always, in Settings > MCP > Xero.
The "expires soon" reminder shares the same once-a-day budget and lists every change that is about to expire.
Xero connector: you can now approve or reject a change right in the chat
Your assistant can now approve or reject a proposed Xero change itself, in this conversation - but only once you have clearly said to. It works the same way asking it to send an invoice already does.
Say "approve that" (or "reject it") and your assistant can do it there, instead of you having to open Settings > MCP > Xero yourself - but only after you have said so in your own words. It will not infer approval from context, and never approves speculatively.
It still shows you what it is asking about first, so you know exactly what you are agreeing to before you say yes.
Approving works exactly the same way underneath, whichever path you use - the same change, the same real write to Xero, the same record of what happened.
Settings > MCP > Xero is unaffected and still there - approving or rejecting in chat is an extra way in, not a replacement for it.
Rejecting can carry a reason if you give one, but Invio does not currently store or show it anywhere - your assistant may mention it back to you, it is not recorded against the change.
Delete, archive and convert confirmations no longer depend on the browser's native dialog
Deleting a draft, a client, a quote or an expense, archiving a saved item, converting a quote, and unlocking a sent invoice for editing now ask in Invio's own dialog - not your browser's built-in confirm popup, which some browsers can silently start ignoring after a few in a row.
Every one of those confirmations now shows the same in-app dialog, naming what you are about to act on and what it does.
Nothing about what happens on confirm has changed - only how you are asked before it does.
Cancel, or pressing Escape, always backs out with nothing sent.
Xero connector: correcting journals, GST on them, and your real financial year
Your assistant now reads a date like "9/8" the same way on a credit note and a journal as it already did on an invoice, can put GST on a correcting journal at all, and knows when your financial year actually starts instead of assuming January.
A date like "9/8" is now read the same way everywhere - credit notes and journals get the same treatment invoices already had, and your assistant still tells you which way it read it before you approve.
A correcting journal can finally say whether its amounts include GST. Fixing a GST miscoding is the most ordinary reason to raise a journal, and until now there was no way to say it.
Ask for "this financial year" and you get YOUR financial year. Your assistant reads the year end you set in Xero - 30 June, 31 March, or whatever you actually use - instead of quietly answering with the calendar year.
If your year end is not set in Xero, it says so and asks, rather than guessing January to December.
Nothing changes for what you were already doing: say nothing about tax on a journal and it behaves exactly as it did before.
Xero connector: approving an invoice in Invio can now be the only approval you give
Approving a proposed invoice used to leave a draft sitting in Xero that you still had to open, give a due date, and approve all over again. Now you can have it arrive in Xero already approved, with a due date worked out from your own payment terms.
Ask for an ordinary invoice and it now arrives in Xero as APPROVED, ready to send - one approval, in Invio, instead of the same one twice.
It still never emails anything to your customer. Sending stays something you do yourself in Xero, exactly as before.
Say you want to check it in Xero first and it is drafted there instead, which is what always used to happen.
Due dates are no longer left blank: leave one out and your own default payment terms from Xero are used, and the approval card tells you which terms those were and what date they produced.
If your Xero organisation has no default payment terms set, your assistant now asks you for a due date instead of quietly leaving it empty.
Xero connector: approving in Invio is now the only gate, by default
Earlier today, asking your assistant to check a status was enough to skip the second approval in Xero. Now you don't even have to ask - leaving status unsaid does the same thing.
Say nothing about status and your invoice now arrives in Xero already APPROVED - one approval, in Invio, is the default, not something you have to ask for.
Still want to check or edit it in Xero first? Just say so - your assistant will draft it there instead, exactly as it always could.
If no due date can be worked out (no date given, and your organisation has no default payment terms), your assistant is stopped and asked to get one from you, instead of quietly drafting something with no due date - this can now happen even when you didn't ask for a status.
Xero connector: say which currency, and whether the price already includes GST
Ask your assistant for "$1,500 including GST", or for an invoice in a currency other than your organisation's usual one, and it can now draft exactly that. Before, it quietly drafted the amount as GST-exclusive, in your usual currency, without telling you.
"Draft an invoice for $1,500 including GST" now means what it says - your assistant tells Xero the amount already includes the tax, instead of adding GST on top of it.
You can ask for an invoice in another currency ("invoice them in NZD"), as long as your Xero organisation is set up for that currency.
If it is not set up for that currency, your assistant says so and tells you which ones you do have - it never quietly swaps in your usual currency for the same number.
The draft waiting for your approval now spells out which way the amount was meant, so you see it before you approve rather than after.
Nothing changes for the invoices you were already drafting: say nothing about either, and it behaves exactly as it did before.
Xero connector: remove one organisation without disconnecting everything
Connected more Xero organisations than your plan allows, or connected the wrong one by mistake? You can now remove just that one from Settings > MCP > Xero, instead of disconnecting your whole Xero connector.
Each connected organisation now has its own Remove button, next to "Disconnect Xero" for the whole connector.
Removing an organisation cancels any of its queued changes still waiting for your approval, and your assistant immediately stops being able to reach it.
If the organisation was paused for being over your plan's limit, removing it frees that slot for another one.
You can always reconnect it later with "Connect another" - removing is never permanent on Xero's side.
Import your clients from a CSV file
Clients now has an Import button - upload a CSV exported from MYOB, Xero or a spreadsheet, check the column mapping and preview, and add everyone in one go.
Invio recognises the column headers Xero and MYOB export by name and suggests a mapping automatically - you can still edit it before anything is imported.
A preview shows exactly what will happen to each row - will be added, already a client, or has a problem and why - before you commit to anything.
A client with no email address can still be imported; you will just need to add one before you can send them an invoice.
Safe to re-run: importing the same file twice never creates the same client twice, so if something interrupts the import, uploading it again picks up only what did not go through.
A GST return figures view, so you are not hunting for two numbers at filing time
Reports > Tax & Export now has a GST return figures card - GST on sales, GST on purchases, and what you owe or are owed, for whichever period you actually file for.
Set your filing frequency (monthly, two-monthly, six-monthly) and accounting basis (payments or invoice) once in Settings > Business - or leave them unset and Invio assumes IRD's own defaults, and says so on screen.
Pick the real period you are filing for from a list of actual closed periods, each with its own due date.
Download the invoices and expenses for exactly that period as CSV, ready to check against your own records.
This is a summary of what is in Invio, not a filed return and not tax advice - anything invoiced, spent or paid outside Invio is not included.
NZ only for now - GST is an NZ concept, Australia files a BAS instead.
Invio now spots a line item you forgot to price
If a line item has a description but no price, Invio marks that row and says so right beside Save & Send - before the invoice reaches your client short by a line.
A line with a description and no price gets a "No price" marker on the row itself, so on a long invoice you can see which one, not just that there is one.
The message sits next to Save & Send rather than down under the totals, so it is still on screen at the moment you send.
It only ever warns. A deliberate no-charge line - a warranty callback, a freebie alongside paid work - still sends exactly as you intended.
Payment reminders now come with a PDF attached too
Every payment reminder - automatic or the ones you send by hand - now attaches a PDF copy of the invoice, the same PDF your invoice already gets on the first send.
Every reminder you send, and every automatic one, now attaches a PDF copy of the invoice. Nothing to turn on, no extra click.
The PDF reflects the invoice exactly as it stands right now - so if you correct a due date, the latest reminder always carries the correct one.
The link inside the email still works either way - if a PDF cannot be built for some reason, your reminder still sends.
Quote emails now come with a PDF attached too
Every quote you send now attaches an actual PDF file as well as linking to it online - the same PDF copy your invoices already get.
Every quote you send now attaches a PDF copy automatically. Nothing to turn on, no extra click.
The PDF carries your business details, every line item, your deposit if you set one, and your notes and terms.
The link inside the email still works either way - if a PDF cannot be built for some reason, your quote still sends.
Every invoice email now comes with a PDF attached
Invoice emails used to only link to the invoice online. Every invoice you send now attaches an actual PDF file too - ready to save, forward, or print - no more asking your client to generate one themselves.
Every invoice you send now attaches a PDF copy automatically. Nothing to turn on, no extra click.
The PDF carries your business details, the TAX INVOICE heading when you are GST-registered, every line item, and your bank details for payment.
Recurring invoices generated automatically each billing cycle get the same PDF attached, not just the ones you send by hand.
The link inside the email still works either way - if a PDF cannot be built for some reason, your invoice still sends.
NZ prices are rising on 1 September 2026 - if you are already with us, your rate does not change
From 1 September 2026, new NZ signups pay more: Pro moves to NZ$19/mo, Pro AI to NZ$29/mo, and Growth to NZ$49/mo. Subscribe before then and you keep your current rate for as long as you stay subscribed.
This only affects NEW NZ signups from 1 September 2026. If you are already on a paid NZ plan before that date, your rate does not change while you stay subscribed - see the "Flat, fair pricing" promise on /about.
New NZ prices from 1 September 2026: Pro NZ$5 -> NZ$19/mo, Pro AI NZ$12 -> NZ$29/mo, Growth NZ$29 -> NZ$49/mo.
Australian pricing is not changing.
Update, 19 August 2026: this protection now covers every NZ account that exists before the flip, not just people already paying. If you signed up before the flip, you keep today's rate whenever you choose to subscribe - even months later, and even if you cancel and come back. No need to rush an upgrade before the date above just to lock in the rate.
You will know the moment a client accepts a quote
The public quote page has always told your client "the business has been notified" the instant they accept - but nothing was ever actually sent to you. That is fixed: accepting a quote online now emails you straight away.
The moment a client accepts a quote on its public page, you get a short email with the quote number, the client's name, the amount, and a link straight to it in Invio.
It fires exactly once per quote, even if the client double-clicks Accept or reloads the page afterwards.
Turn it off any time from Settings > Email, right next to the existing "Email me when I get paid" toggle.
Your business details now print where they should - phone, BSB and state
A round of fixes to what your invoices, quotes and emails actually say about your business. Most of these came from Australian customers reading their own documents and telling us what was missing.
Settings > Business has a new Business Phone field. It prints on your invoices and quotes and goes into the email your client receives. The phone in Personal Details is your own and stays private.
Australian invoices and quotes now print the state in your address, and Australian bank details print the BSB next to the account number on your own printed copy - it was already on the copy your client sees.
Your quote now carries the same business details as your invoice: trading name, phone and email. Your printed copy used to say less about you than the copy your customer got.
The invoice email carries your address and phone, and its buttons now do what they say: View online opens the invoice, Print / Save PDF opens the print dialog straight away. Previously three buttons all went to the same place.
When you print or save a PDF, your payment details and notes no longer split across two pages.
Credit notes can now be printed or saved as a PDF, so you have something to send the customer when you cancel an invoice. Quotes got a Print / PDF button on your own copy too - previously only your client could print one, from the link you sent them.
Saved PDFs are named after the document (INV-0042.pdf, QTE-0007.pdf, CN-0003.pdf) instead of whatever the browser tab happened to be called.
Terms of Service updated - a fairer guarantee clause, and an honest promise about changes
We rewrote two parts of the Terms of Service. The consumer-guarantees clause now only applies if you are genuinely buying Invio for a business, not because a form said so. And we stopped promising to email you about changes we do not actually email you about.
The Consumer Guarantees Act clause used to say it never applies, full stop, just because you agreed to the Terms. It now only applies if you are actually acquiring Invio in the course of a business - if that is not you, your consumer guarantee rights are unaffected either way.
The "Changes to Terms" section no longer promises an email we do not send. Updates are published on this page with a new "Last updated" date, and a significant change may also be flagged in the app - this changelog entry is an example of exactly that.
Both changes apply to the New Zealand and Australian versions of the Terms - see /terms for the exact wording.
Attach a receipt to an expense any time, not just when you create it
A receipt photo used to be a one-shot thing - only addable the moment you logged the expense. Editing a past entry now lets you attach one for the first time or swap it for a better photo.
Editing any expense now shows the same receipt photo field as creating one - attach a photo to an old entry that never had one.
Already have a receipt on file? Replace it with a new photo any time, straight from the edit screen.
The old photo is only removed once the new one is safely saved - a failed upload never costs you the receipt you already had.
GST-registered businesses now see TAX INVOICE on their own printed copy
Printing or saving a PDF from inside Invio used to say INVOICE no matter your GST status - only the public link your client opens got it right. Both now agree, and the underlying GST rate, currency, and heading are kept in step wherever an invoice can change.
Printing or saving a PDF from inside Invio (the Print / PDF button on an invoice) now titles the document TAX INVOICE when your business is GST-registered, and INVOICE when it is not - it never showed TAX INVOICE from in-app before, regardless of registration.
Editing a draft or scheduled invoice after switching your business between New Zealand and Australia now moves the GST rate, the currency, and the tax-invoice heading together, so the amount and the label on one document can never disagree.
The same fix applies to draft quotes: editing one after a region switch now moves its GST rate and currency together too, instead of leaving the rate label stuck at the old region.
Cloning a recurring invoice into a new version now carries its currency and GST-registration status with it, instead of quietly resetting to New Zealand regardless of the original.
A GST-registered business's invoice that happens to carry zero GST no longer has its GST number silently stripped from the copy your client sees.
Australian businesses now see ABN on their invoices, invoice emails, and the email preview - wherever a GST registration number would have printed instead.
Recurring invoices generated automatically each billing cycle now carry their template's currency and GST-registration status too, the same fix already applied to manually cloned recurring invoices.
A quote your client has already accepted, or that has already become an invoice, can no longer be rewritten with a different price after the fact.
Australian businesses no longer see a "GST Number" field in Settings, on an invoice while it's being drafted, or on the send-readiness checklist - GST registration in Australia lives entirely on the ABN, which is what those places point to now.
The public quote page your client opens now shows ABN instead of GST number for Australian businesses, matching invoices.
A clearer panel when Save & Send is not ready yet
The panel that appears when an invoice cannot send yet - an unverified email or a missing bank account - has been rebuilt. It says exactly what is blocking, lets you fix it on the same screen, and never shows a code box that could not possibly work.
Entering your verification code is now six boxes instead of one field - paste the whole code straight from your email, or let your phone or browser autofill it in.
If your email address is bouncing, the panel says so plainly and drops the code box entirely - a code that can never arrive was never worth asking for - and shows the reason your mail server gave, when we have one.
Hit the code limit (5 new codes or 10 checks an hour) and the panel now names the exact time it opens again, instead of a vague message to wait a bit.
Needing both a verified email and a bank account no longer means two separate messages - one panel walks you through both, in order.
The three cards on the side of New Invoice - Email preview, Recurring invoice, Automatic reminders - now lead with what is actually happening, so a state like Reminders are disabled reads first instead of being crowded out.
A proper setup when you join, and you can now fix your own email address
Signing up now walks you through the things that actually matter - GST, bank details, invoice numbering - and skipping any of them is a real button, not a trap. And if you typo your email address at signup, you can finally fix it yourself.
New accounts now get asked about GST registration, bank account, and (for Australian businesses) ABN right after signup, instead of those settings sitting undiscovered in Settings.
Every question can be skipped with one tap, the same size as the main button - nothing about saving a draft or sending an invoice is ever blocked by a question you have not answered yet.
Verifying your email is now the first step, with the code box built into the page instead of a separate popup - skip it, and the same code box is waiting for you the moment you try to send.
Typo your email address when you signed up? You can now change it yourself from Settings > Account, with a fresh code sent to the corrected address - no more being locked out of your own account by one typo.
The kind of work you told us about is now saved to your business, not thrown away after your first invoice - it sets up every new invoice for you, not just the first one.
Reports now count refunded invoices correctly
A refunded invoice was being dropped out of your reports entirely instead of just having the refund taken off. If you have ever issued a refund, your income and GST figures were too LOW - they will go up when you look today.
Refunding an invoice - even a small partial refund - used to make that invoice disappear from every income report for its whole original amount, not just the part refunded. That is fixed: reports now count the money you actually kept, and show the refund as its own line so nothing moves silently.
Fixed on Reports > Tax & Export, the EOFY pack and its printed statement, the Money tab, and the dashboard tax card.
The refund is counted against the year or quarter it happened in, not the year the invoice was originally paid - so a year you have already filed is never rewritten.
If you have never refunded an invoice, nothing on your reports changes.
Australian businesses now get full tax reporting, not a placeholder
Reports > Tax & Export, the dashboard tax card and the EOFY pack were hidden or disclaimed for Australia. They now show the real thing: ATO income tax brackets, the Medicare levy, BAS quarters and a 1 July - 30 June year, in Australian dollars.
Reports > Tax & Export is open for Australian businesses, with a real income tax and Medicare levy estimate where there used to be a locked tab.
Download EOFY pack now works for Australia too - the printed accountant statement, the quarterly breakdown and both CSV registers all use the Australian financial year and figures.
The dashboard tax estimate card shows a real number for Australian businesses, with the Medicare levy broken out, instead of "coming soon".
Every remaining bare dollar sign on invoices and quotes is fixed - the create and edit forms, the invoice list and detail page, and CSV exports (which now carry a Currency column) all show the right symbol.
Dashboard totals and credit notes for Australian businesses show A$ throughout too, closing the last spot still counting in New Zealand dollars.
Australian quotes and invoices now show A$, not a bare dollar sign
Quotes carry the currency they were written in, and the pages your client actually sees now print it. An Australian quote reads A$, a New Zealand one reads $, and an old quote keeps whatever it was raised in.
The quote page your client opens, your own quote list and quote detail, and the quote email all show the currency the quote was raised in.
The public invoice page - the one a client pays from - had the same gap and now shows the right currency too.
Currency is taken from the quote itself, not from your settings today, so changing region later never rewrites the amount on a quote you already sent.
Still on the list: the in-app invoice list and invoice detail, and the create and edit forms, where amounts are shown without a currency symbol.
The EOFY pack's quarterly tax estimate now counts your expenses
The quarterly Est. tax column was worked out on income before expenses, sitting right next to a headline estimate that already subtracted them. Both sides now use the same basis.
Each quarter's estimate now subtracts that quarter's expenses, on the same GST basis as the headline figure below it.
A quarter where you spent more than you earned estimates zero tax, never a negative number.
The four quarters still will not add up to the yearly figure, and the statement now says so plainly: each quarter is estimated as if it were a whole year of income, which is how tax brackets work, not a mistake.
This is a New Zealand tax estimate and stays an estimate - your accountant has the last word.
Separate terms and privacy policy for Australia
Australian customers were reading New Zealand legal pages. There is now a proper Australian version of both, and the New Zealand ones were brought up to date at the same time.
The Australian terms carry Australian Consumer Law rights, prices in Australian dollars, and who you are actually buying from, instead of New Zealand consumer law that does not apply to you.
The Australian privacy policy has its own complaints process, and both policies now name the countries your data is processed in and the other services that handle it.
Both policies now explain what happens if there is ever a data breach.
The terms had also fallen behind the product and only described the Pro plan - Pro AI and Growth are now properly covered by the billing and cancellation clauses.
Reports > Money now shows money in vs money out
See what you earned, what you spent, and what is left - side by side with the previous period - without exporting anything to a spreadsheet.
A new card on Reports > Money shows Money in, Money out, and what is Left over for the period you have selected, next to the change from the period before it.
GST-registered businesses see both sides ex-GST, since GST collected and paid was never really your money - unregistered businesses see the full amount, matching what actually moved.
Works the same on the NZ and AU sites - the financial-year total lines up with your own tax year, and figures show in your business's own currency.
This is a money-in/money-out view, not a tax calculation - the Tax & Export tab still has the real NZ tax figures.
Business Settings now accepts a plain website address
Typed your website as "yourbusiness.co.nz" instead of "https://yourbusiness.co.nz"? Invio now accepts that - and if a save is ever blocked, it tells you exactly which field to fix.
The Website field in Settings > Business now accepts a plain domain like "yourbusiness.co.nz" or "www.yourbusiness.co.nz" and adds https:// for you automatically.
If a save is blocked, Invio now names the exact field and reason instead of a generic error, and scrolls you straight to it.
Getting started is now a guided checklist
New accounts get a short checklist on the dashboard - business name, first client, first draft, send - so the path to your first invoice is never a guess.
The dashboard shows exactly what is left before your first invoice is sent, with each step ticked off as you go.
Added a client or started a draft and then got busy? Invio sends one reminder email pointing straight back to what you started - never more than once.
The checklist disappears for good the moment your first invoice goes out.
Know when your invoice actually lands
Invio now tracks delivery of your sent invoices - see Delivered or Opened right on the invoice, and get an alert the moment an email bounces so you can fix it and resend.
A Delivered or Opened chip appears on the invoice list and invoice detail as soon as your email provider confirms it (Opened is best-effort - some mail apps preload images).
If an email bounces or is blocked, you get an alert email plus a banner on your dashboard and a callout on the invoice itself - no more finding out weeks later that your client never saw it.
Fix the address and hit Resend straight from the invoice once you know it did not arrive.
One tax picture across all your businesses
If you run more than one business under the same IRD number, Tax & Export and the EOFY pack can now show them combined. Plus a heads-up before you hit the $60,000 GST registration threshold.
Mark each business as part of your personal tax group or its own separate legal entity in Settings > Business - a Ltd company keeps reporting on its own.
Tax & Export and the EOFY pack can combine every personal business into one report, so your numbers match what actually goes on your GST return and IR3 (NZ-region businesses).
New reminder for NZ-region businesses: once your rolling 12-month invoiced total gets close to the $60,000 GST registration threshold, Invio tells you on the dashboard and in Tax & Export - before you cross it, not after.
New step-by-step guide at /guides/register-for-gst-nz walks through exactly how and when to register for GST with IRD (NZ).
Your end-of-year pack, ready for your accountant
Reports > Tax & Export now has a one-click EOFY pack - a summary statement plus invoice and expense registers for your accountant, free on every plan.
A print/PDF summary statement: total income, GST collected, expenses by category, a quarterly breakdown, and an estimated tax set-aside.
Two CSV registers - every non-draft invoice and every expense for the financial year - ready to hand straight to your accountant.
Defaults to your last completed financial year (1 Apr - 31 Mar), with a picker for the current year or any prior year that has data.
NZ-region businesses only for now - free on Starter, Pro, Pro AI, and Growth.
See exactly what is left on your Starter plan
Settings > Billing now shows a Plan & usage block for Starter accounts - three meters for the things that matter most, so you always know where you stand before you hit a limit.
Invoices this month, automatic reminders used, and active recurring series - all in one place, updated live.
Each meter shows exactly how many you have left, with an Upgrade to Pro button appearing the moment you use one up.
Pro accounts do not see this block - nothing to track once the limits are gone.
Get a "You got paid" email the moment an invoice is paid
Invio now tells you the moment a client pays - by card or however you record it yourself - and shows you when a reminder helped get you there.
A "You got paid" email lands the instant an invoice is paid in full, with the amount, the client, and how it was paid.
When a reminder went out shortly before the payment, the email and the invoice page both show it - honest correlation, never a claim of cause.
On Free plans, an attributed payment includes a quiet note that Pro chases every invoice automatically.
Turn the email off any time from Settings > Email - it is on by default.
Free plan: try auto-chase reminders and recurring invoices
Starter is no longer all-or-nothing on the two features that matter most when an invoice goes unpaid. Try automatic reminders on your first few invoices and run one recurring series, free.
Your first 3 invoices, ever, can have automatic payment reminders switched on - no upgrade needed.
Run 1 recurring invoice series free, with unlimited billing cycles on it - a second series at the same time is a Pro feature.
The reminder toggle shows exactly how many free auto-chased invoices you have left, so there is never a surprise.
Once your first 3 are used, reminders stay switched off for new invoices until you upgrade to Pro, which chases every invoice automatically.
Take control of your recurring invoices
You can now stop a recurring series when a client is done, start a fresh version to change the details, and see at a glance whether a series is still active.
Stop a recurring series in one tap when the job ends - the current invoice stays exactly as it is, only future invoices stop.
Active and Stopped badges on the invoice list and detail page, so you always know which series are still billing.
Start a new version of a recurring invoice to change the price, items, or schedule - it opens as a fresh draft you can edit before it goes live.
Voiding an active recurring invoice now warns you first and cleanly stops the schedule, so a series never keeps billing by accident.
Archive a business you are no longer using
Closed one of your businesses? You can now archive it instead of deleting it - your records stay intact and the clutter disappears.
Archive a business from Settings > Business - it disappears from the business switcher and your active lists.
Recurring invoices and automatic reminders for an archived business pause automatically, so nothing goes out by mistake.
Nothing is deleted - unarchive at any time and everything, including the schedule, picks up where it left off (your tax records stay safe).
Available on Growth, where you can run more than one business.
Recurring invoices bill on the right day, every time
Recurring series now bill on the date you set and stay on that day every cycle, and every invoice created from a series is clearly marked.
A recurring series now anchors to its Issue Date - set it to bill on the 1st and it stays on the 1st, month after month, instead of drifting to whenever the system happened to run.
Every invoice generated from a series carries a "From recurring series" badge in the list and on the invoice, so you can tell auto-generated invoices apart at a glance.
Each generated invoice is dated to its real billing day, not the day the system woke up to create it.
Preview and personalise your emails before they send
You can now see the exact email your client will receive before it sends, and personalise both the subject line and the message with the new Edit text option.
Preview the exact invoice or reminder email before it sends - see the real layout, your branding, and the payment details your client will see.
Edit the subject line straight from the preview - set it to whatever reads best for your client.
Tap Edit text to write your own message. On reminders you can reword the whole message - perfect for a softer note to a good client - and a character counter shows how much space you have left.
All the invoice details, payment links, and bank info stay locked, so nothing important can be deleted.
Dictate an invoice - AI drafts it, you review and send
Voice-to-invoice is now live on Pro AI. Hold to record, say the job out loud, and Invio drafts the invoice for you to review before sending. The classic form stays - voice is an optional shortcut.
Tap and hold the "Voice invoice" button on the new invoice screen to record your voice memo.
Invio listens and drafts the invoice - client, line items, GST treatment - from what you said.
You see the full draft before anything is saved or sent. Edit, confirm, or discard as normal.
Only a successful, non-empty draft uses one of your monthly allowance (Free 3 / Pro 10 / Pro AI 100 / Growth unlimited).
Mistaps, empty recordings, and AI errors do not count against your allowance.
Voice-to-invoice is available on Pro AI ($12/mo) and Growth. Free and Pro users get a taste of the feature with their monthly allowance.
New Pro AI plan - the AI tier for sole traders
Pro AI is a new plan at $12/month, sitting between Pro ($5) and Growth ($29). It is the home for all AI features as they ship - starting with voice-to-invoice.
Pro AI ($12/month) includes everything in Pro - unlimited invoices, recurring billing, payment reminders.
Adds 100 voice invoices per month: dictate the job, AI drafts the invoice, you review and send.
As more AI features ship (AI chaser drafts, receipt scan, and more), they land on Pro AI first.
Pro AI sits below Growth - it does not include the lead-capture widget or multi-business switcher.
Upgrade from the Pricing page or from the voice invoice prompt inside the app.
See how your business is doing - money first
A new Money tab on the Reports page gives you a clear picture of what you earned, what came in, and what is still owed - broken down by month, quarter, or financial year. Free on every plan.
Earned, received, and owed at a glance - pick this month, this quarter, or the current financial year and the numbers update instantly.
Who owes you: a list of every client with money outstanding, sorted worst-overdue-first with status chips, every row links straight to the invoice - plus a one-tap "All unpaid" shortcut and a new Unpaid filter on the invoices list.
Top 5 clients by money received this period, so you can see where the work is really coming from.
Six-month received trend with month-on-month change - spot a slow month before it becomes a problem.
GST set-aside estimate card for GST-registered businesses: a rough "set aside ~$X for GST (FY to date)" figure, clearly labelled as an estimate - not tax advice.
Money reports are free on every plan, including Free - no upgrade needed.
Reports and Expenses - one consistent look
The Reports and Expenses pages have been restyled to share one design language, making both pages easier to scan and use.
Consistent cards, stat tiles, list rows, and chips across both pages - Reports and Expenses now feel like they belong together.
Clearer tabs sit directly under the page title on both pages, making it obvious which view you are on.
Expenses got category colour chips, a receipts count card, and a cleaner add-expense modal.
This update is visual only - nothing about how the app works has changed.
Track expenses and snap receipts - free for everyone
Invio now has a built-in expense logbook. Snap a photo of the receipt, log the expense in seconds, and have everything stored safely for year-end tax - free on every plan.
A new Expenses section in the app: record the amount, vendor, date and an optional note, then attach a photo of the receipt straight from your phone.
Built-in expense categories - materials, tools and equipment, fuel and vehicle, subcontractors, insurance, phone and internet, software, and other.
GST aware: mark an expense as GST inclusive and record the GST portion, so your numbers are ready when tax time comes.
Running totals and filters by financial year and category show exactly where the money went.
Export your expenses to CSV in one click - perfect for handing to your accountant.
Expense and receipt capture is free on every plan, including Free - not a paid add-on.
See exactly which invoices make up your financial year
Reports now show the individual paid invoices behind your financial-year totals, not just the aggregate numbers.
A new "Paid invoices" table on the Reports page lists every invoice paid in the selected financial year, with client, date paid and amount.
Each row links straight to the invoice, so you can check the detail without hunting through your invoice list.
Works with the financial-year selector - switch years and the table follows.
The invoice CSV export on this page follows the selected financial year too, so what you see is what you export.
Run multiple businesses from one login
Growth plan users can now add and manage multiple businesses from a single Invio account, with a quick switcher to jump between them.
Add extra businesses from the Business Switcher in the sidebar - enter a name and click Create. Each business gets its own invoices, clients, bank account, and branding - completely separate from your other businesses.
Switch between businesses in a tap using the Business Switcher in the app sidebar - no need to log out and back in.
Separate bank details per business mean the right account number goes on the right invoice, every time.
Each business can carry its own logo and display name, so client-facing documents always reflect the correct entity.
Multi-business is a Growth plan feature ($29/month). Existing Free and Pro accounts keep their single business as normal.
Take a deposit before you start the job
Ask for a deposit upfront and collect the balance later - built for bigger jobs where you want money down before the work begins.
Add a deposit to a quote (a percentage or a fixed amount). Your client sees exactly what is needed to get started, right in the quote and the email.
When the quote is accepted and turned into an invoice, the deposit carries across automatically - deposit due now, balance on delivery.
You can also request a deposit directly on an invoice for jobs that skip the quote.
Clients can pay the deposit by card (if you have card payments on), and the invoice clearly shows "Deposit paid" with the balance still to come - no more guessing.
Refunds, the easy way - plus payment-method control
Refund a payment without leaving Invio, and choose exactly how your clients can pay.
Refund a card payment straight from the invoice - the money (and Invio's fee) goes back to your client via Stripe.
Took a bank transfer or cash? Record a manual refund so your books stay straight - you return the money, Invio marks it down.
Refunded invoices are clearly labelled "Refunded" everywhere and locked so they can't be accidentally changed.
New payment-methods setting: choose whether invoices show bank transfer, card, or both.
Get paid by card, straight from your invoice
Your clients can now pay invoices online by card. Powered by Stripe, the money lands directly in your own account, and the invoice updates itself the moment it is paid.
Connect your Stripe account from Settings, then a "Pay by card" button appears on every invoice you send.
Payments go straight to your account - Invio takes a small 0.5% platform fee on successful card payments, on top of standard Stripe processing fees.
Choose whether to absorb card fees yourself or pass an estimated card surcharge on to the client, shown clearly at checkout.
Invoices mark themselves paid automatically once payment clears, and both you and your client can see the payment was made by card and when.
Redesigned invoice and reminder emails: a clearer layout, your branding, and a prominent pay button when card payments are switched on.
Capture new enquiries with your own lead form
Invio can now turn website visitors into quotes. Share a hosted enquiry page or embed a form on your own site, and every enquiry lands as a client and a ready-to-send draft quote.
A new Lead Widget tab in Settings gives you a hosted form at your own link, plus a one-line snippet to embed the same form on your website (it resizes itself to fit).
Choose which questions to ask - name, email, phone, job description, service type, preferred date, budget, and an optional photo upload.
Each enquiry automatically creates or matches the client and drafts a quote prefilled from their answers, so you can review and send in seconds.
You and the customer both get an email: a tidy lead notification for you, and an optional auto-reply confirmation for them.
Built-in spam and bot protection (rate limiting, hidden honeypot, and timing checks) keeps junk enquiries out without adding a captcha for real customers.
The public form has a premium, trust-first redesign with a clean upload area and your business branding - and stays unbranded when embedded on your own site.
Lead capture is part of the new Growth plan.
New Growth plan for businesses that want more
Invio now has a Growth plan at $29/month, sitting above Pro, starting with the new lead-capture widget.
Growth ($29/month) unlocks the Lead Capture Widget on top of everything in Pro.
Upgrade prompts now point Pro users to Growth in the right places, with a clear Growth badge on your account.
After you upgrade, your new plan now activates immediately - no need to log out and back in.
Billing now shows the correct price for your active plan instead of always showing the Pro price.
A money-first dashboard
The dashboard has been redesigned around the numbers that matter most - what you are owed, what is overdue, and what to do next.
A new command bar puts your key money figures and quick actions front and centre.
Outstanding and overdue amounts are easier to read at a glance, with clearer next steps.
The layout is calmer and works consistently across desktop and mobile.
Emails now look like they come from your business
Invoices, quotes, and lead notifications now carry your business identity, and replies reach you directly.
Outgoing emails now show a "{Your business} via Invio" sender name, so clients recognise who it is from.
When a client replies, the reply now goes to your business email - with a choice between your business or personal address.
Clearer recurring invoices and smoother invoicing
Recurring invoices are easier to spot and manage, plus a round of small fixes from customer feedback.
Invoice lists now show which invoices are recurring, with a badge and the next send date, and the manage link goes to the right place.
A new filter lets you see just your recurring invoices.
Non-GST-registered users now get a clear prompt explaining how to set up GST when it is relevant.
Several recurring-invoice and email rough edges reported by customers have been smoothed out.
Void invoices instead of deleting them
You can now void sent, paid, or overdue invoices. NZ tax law requires keeping invoice records for 7 years - voiding replaces deletion and keeps your records compliant.
Void button on any sent, paid, or overdue invoice - add an optional reason when voiding
Voided invoices are hidden from your main list but visible under the new "Voided" filter tab
Invio has a new, more consistent visual style across the dashboard, invoices, quotes, and clients. Nothing about how the app works has changed.
A refreshed colour palette with a calmer primary tone and a clearer dashboard layout.
The sidebar now clearly highlights the page you are on, with a consistent look on desktop and mobile.
Invoice and quote screens, forms, and public pages now share one consistent style, while paid and accepted states stay clearly marked.
Buttons, badges, status cards, and inputs now use one unified design across the app.
This update is visual only - your invoices, quotes, clients, payments, and settings are unchanged.
Fractional invoice and quote quantities
Invoices and quotes now support decimal quantities for partial hours, small units, and split service work.
Quantity fields on new and edited invoices now accept decimal values such as 0.5 or 1.25.
Quote quantity fields now use the same decimal-friendly controls as invoices.
Server-side invoice and quote validation now accepts quantities from 0.01 upward and recalculates line totals before saving.
Invoice and quote storage validation now matches the decimal quantity rule instead of requiring whole numbers.
Safer invoice emails and public payment links
Invoice emails, reminders, recurring invoices, and public payment links now have stronger server-side safety checks.
Invoice emails, manual reminders, and automatic reminders now require valid resolved bank details before any email is queued.
Recurring invoice automation now skips safely if current bank details are missing, without consuming the next invoice number or creating a child invoice.
Draft invoice and quote public links now stay hidden, even if the draft already has a public ID internally.
Public card payment checkout now only starts for payable issued invoices, not drafts or already-paid invoices.
Invoice sending now checks bank account details first
Draft invoices now stop before email send if the current business bank account number has been removed or is invalid.
Send Invoice now uses the latest Settings → Business bank account state before queueing the client email.
Draft invoice pages show a required readiness item when the bank account number is missing, and the send action stays disabled until fixed.
Invoice emails and bank snapshots now use the formatted, validated account number captured at send time.
First invoice flow is faster for new accounts
New users can create the missing client and keep finishing their first invoice or quote without leaving the form.
Invoice and quote forms now include Add new client here, with a quick modal that saves and preselects the client immediately.
New invoice and quote forms now show a send-readiness card for email verification, business details, bank details, and GST number gaps.
Client and line-item requirements are validated inline before a create request is sent, avoiding late API errors for first-time users.
The mobile create screens no longer show the global invoice floating action button on top of their own sticky actions.
Better sorting and filters for invoices and quotes
Invoice and quote lists are easier to scan when you need to find work by client, date, amount, or status.
Invoice tables now support sorting by number, client, date, due date, amount, and status.
Invoices now include smart filters for not delivered, partially paid, needs reminder, and balance overdue work.
Quote lists now have a desktop table, mobile cards, sortable columns, and filters for expiring soon or accepted quotes waiting to be converted.
Client names in invoice and quote lists now open the client profile drawer without taking you away from the list.
Mobile invoice and quote lists now include compact sort controls so the same workflow is available on smaller screens.
Card payments early access is getting ready
Invio is preparing a careful Stripe Connect rollout for businesses that want clients to pay invoices by card.
A dashboard early-access card now lets businesses register interest in card payments without needing an existing Stripe account first.
Eligible accounts can start Stripe-hosted setup from Business Details, with a clearer loading state while Stripe opens.
Connected businesses can offer card payment on public invoices through Stripe Checkout while bank transfer remains available.
Card-fee copy now uses a domestic-card estimate and notes that international cards or currency conversion can cost more.
Clearer GST number editing from invoices
Invoices now point you to the right place when the GST number needs correcting.
Invoice detail and invoice editing screens now explain that the GST number comes from Business Details.
A direct Edit GST number link takes you to Settings → Business Details instead of leaving you to hunt through the invoice form.
If GST is being charged but no GST number is set, Invio now calls that out inside the invoice view.
Clearer account safety before upgrading and sending
New accounts now verify their email before Pro checkout or customer-facing sends, and Billing makes the active account clearer.
New signups receive a 6-digit email verification code while still keeping signup low-friction.
A verification banner now gives users an obvious place to send or enter the code inside the app.
Verification-required accounts can explore Invio, but must verify before upgrading to Pro or sending invoices and quotes.
Billing now shows which account email and business the subscription action applies to, reducing confusion when a business has multiple accounts.
The Pro upgrade button now says Upgrade this account to Pro and shows the email the $5/month subscription applies to.
Cleaner invoice line items and email preview
Long item descriptions are now easier to write and review before sending an invoice.
Invoice and quote item descriptions now use a taller text box, so longer work details wrap naturally instead of forcing sideways scrolling.
The email preview no longer shows an invoice status badge in the preview header, keeping the card focused on the email itself.
The preview now renders the same invoice email template used for real sends, so there is one source of truth.
Long item descriptions in the real email now wrap down with a separate Qty / Rate / Amount summary, so invoices stay readable on narrow screens.
Save Draft and Save & Send now disable together to prevent double-clicks, but only the action you clicked shows a loading spinner.
Automatic reminders now have a global invoice default
You can decide whether new invoices start with automatic reminders on or off, without losing per-invoice control.
Reminders in Settings now includes an automatic-reminder default for new invoices.
Turning it off means new invoices start with reminders disabled, so clients are not nudged unless you choose it.
Each invoice still keeps its own reminder controls, so you can manually enable reminders for the jobs that need them.
Item library for repeat products and services
Reusable line items now make repeat invoices and quotes faster without silently changing your GST or totals.
Save common products or services from invoice and quote line-item search, then reuse them with description, rate, unit, and usage tracking.
Manage item library is available from invoice and quote flows, plus Settings, with a dedicated mobile-friendly library page.
GST stays controlled by the invoice or quote settings; saved items do not apply a second tax mode.
Overdue partial-payment status now stays truthful
Partially paid invoices now keep the payment truth visible while still showing when overdue balance remains.
Invoice detail and public invoice views now show Partially paid with an overdue balance cue when money is still outstanding.
The invoices list keeps the full invoice total visible instead of silently swapping the amount column to remaining balance.
Smoke coverage now locks the overdue-partial wording so it cannot drift back unnoticed.
Legacy open invoices no longer pretend they are fully paid
Stored zero balances on non-paid invoices are now cross-checked against derived payment truth before the UI treats them as settled.
Record Payment stays available on legacy invoices that still have collectible balance.
Derived balance now wins when old stored payment fields are inconsistent.
Gentler in-app feedback prompts
Feedback requests now appear only on calmer app surfaces and respect shorter Ask me later vs longer Dismiss cooldowns.
Added a permanent Send feedback entry in the app shell footer.
Prompting now depends on account age, usage signals, and recent feedback activity.
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