A clean record of what shipped, what changed, and what got tighter.
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.
NZ-friendly categories built in - 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.
Stay close to the product
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