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Notification Preferences

Take control of your notifications. Choose exactly how and when you want to be notified about important events in your account.

Per-channel control:

• In-App: Notifications appear in your inbox within the app
• Email: Receive email alerts for critical updates

Toggle each notification type independently for each channel.

New Notification Types

We've expanded our notification system to keep you informed about:

• Invoice Paid — Know instantly when customers pay
• Invoice Overdue — Get alerted when invoices pass their due date
• Bank Sync — See when new transactions are imported
• Series Ending — Advance notice before recurring invoice series expire
• Bank Connection Expiring — Reminder to reconnect before sync stops

How It Works

1. Navigate to Settings → Notifications
2. Toggle notifications on/off for each channel
3. Changes apply immediately

All notifications are enabled by default. Customize to match your workflow.

Recurring Invoices

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

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

AI-Powered Line Items

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

Example transformation:

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

Three modes available:

• Auto Apply: Updates are applied automatically
• Show: Review and approve suggestions before sending
• Hide: Disable AI suggestions entirely

Configure this in Settings → AI.

Series Management

Each recurring series includes:

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

Custom Invoice Prefixes

Invoice number prefixes now support any format you prefer:

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

The prefix is fully customizable in your invoice template settings.

AI Assistant

Meet your new AI-powered financial assistant. Ask questions about your finances, create invoices, track time, and get insights on spending, profit/loss, and runway - all through natural conversation.

Invoice Attachments

You can now attach files directly to your invoices. Whether it's contracts, receipts, or supporting documents - keep everything in one place.

• Upload up to 5 attachments per invoice
• Maximum 10MB per file
• Attachments are included when sharing invoices with clients

Global Search

Find anything instantly with ⌘K. Search across transactions, invoices, customers, projects, and more from anywhere in the app.

Smarter Transaction Matching

We've upgraded our matching engine to use semantic search. Get better suggestions when matching receipts and entries to your bank transactions.

Smart Intake

We've upgraded our email forwarding system to use Resend Intake. Forward receipts and invoices to your dedicated email address, and they'll automatically appear in your inbox.