New updates and improvements to Copilot.

June 16, 2021

Duplicate invoices

You can now duplicate an invoice on the Invoices page. Any invoice that's duplicated starts off in in Draft state and form there you can send it to a client.

Improvements and fixes

  • Added Quarterly as an option when creating subscriptions.
  • Improve the experience of adding profile pictures for your current user and clients. The pictures now appear immediately everywhere in the product without refresh.
June 11, 2021

CRM filters

You can now click on a filter button on the CRM table to indicate which columns you would like to show. Filters are user-specific so your teammates can setup different filters and those preferences are saved.

Improvements and fixes

  • Added invoice receipt email notifications for clients users.
  • Improved the design of the custom fields UI.
  • Fixed a bug that prevented welcome messages previews from showing on the client details page.
  • Updated our website, our help desk, and switched to this new page for weekly product updates.
June 3, 2021

Custom fields

On the client details page, you can now add custom fields including phone numbers, emails, URLs, text, numbers, and addresses. Once added, they show on the CRM table. Check out the video to see how it works. ⬇️

Improvements and fixes

  • Added support for decimals in the quantity field on invoices and subscriptions.
  • Improved the experience of creating an invoice from the client details page. The client now gets auto-selected.
  • Fixed a bug that prevented clients from downloading some invoices.
May 26, 2021

Billing - Ability to charge clients directly

When creating invoices and subscriptions, you now have the ability to add a credit card on behalf of the client and charge the client directly.


Improvements and fixes

  • Added logic that automatically adds your logo to invoices.
  • Added a confirmation step when cancelling subscriptions.
  • Redesigned the color picker on the Customization page to be more intuitive.
  • Redesigned the invoice and subscription creation experience.
  • Fixed a bug where on the client details page we showed payment-related information even if the billing section is disabled.
  • Fixed a bug where clients who have not yet been invited still received some email notifications in rare circumstances.
May 19, 2021

Improvements and fixes

  • Added a New button on the client details page that combines actions across the enabled modules.
  • Improved notification behavior for the Forms module so that new form submissions show real-time without refresh.
  • Fixed a bug that caused poor link formatting in the Messaging module.
  • Fixed a bug where the marketing website rendered poorly on small screens.
  • Fixed a bug that prevented updating client profile pictures.
May 12, 2021

There is now an Apps section in your settings and QuickBooks is the first app we're letting you connect. Once setup, invoices seamlessly sync with your QuickBooks account.


Improvements and fixes

  • Added 'Lead' and 'Visibility' fields to the client details page.
  • Added subscriptions to the client details page.
  • Added upgrade prompts in the product so it is clearer what features are only available on the Pro plan.
  • Redesigned the Files module so that there is more space for long file names.
  • Simplified the design of the custom domains settings page.
  • Improved the scrolling experience in the Messaging module
  • Fixed a bug where your company name got auto-capitalized on the sidebar.
  • Fixed a bug where loading a portal briefly showed the login screen.
  • Fixed a bug related to updating client profile pictures.
  • Fixed navigation bugs in portals that only have the knowledge base enabled.
May 5, 2021

Improvements and fixes

  • Added the ability for internal users to update the name and profile picture of a client user.
  • Added the ability for internal users to add a payment method on behalf of a client and change the primary payment method.
  • Added the ability for internal users to reset a client user's password
  • Redesigned the client details page.
  • Improved the experience of opening a client invite URL as an internal user. Previously you were automatically redirected to the CRM and now you can login as the client.
  • Improved the loading speed of all module pages when they have no content.
  • Fixed a bug that made it difficult to change the plan you are on.
April 28, 2021

Improvements and fixes

  • Added a new task for new customers called "Create your first client".
  • Updated the clients details page with a collapse-able right-sidebar.
  • Improved the onboarding experience for new customers.
  • Redesigned the custom domains page.
  • Redesigned the plans page.
  • Fixed a bug where the first tab on the client details page was not always selected.
April 21, 2021

Advanced billing settings

On the Settings/Billing page, you can now specify which payment methods you want to accept (credit card, ACH, or both), indicate who pays for payment processing fees (either you or the client), and set a default memo. These settings are saved as defaults and can be overwritten when a new invoice or subscription is created (in the Advanced Settings section).

Subscription scheduling

You now have more controls when creating a subscription. You can select a start date (immediately, 1st of next month, custom date) and end date (never, after a specific number of cycles, custom date).

Improvements and fixes

  • Added helper text on the customization pages to make it clear what the images you upload there can be used for.
  • Added time stamps (hours and minutes) on the Messaging module for messages sent in the prior 7 days.
April 14, 2021

Improvements and fixes

  • Updated how internal user and client user deletions work. When a user is deleted, their email is now immediately available for use again. This fixes a common problem new customers have who frequently invited themselves as a client (using another email) and then later wanted to use this same email for an internal user.
  • Simplified how customers can manage their Portal subscription. Customers can now see their plan, past invoices, and manage their payment method, all on the Settings/Plans page.
  • Added logic that kicks client users out of active sessions immediately after they are deleted by internal users.
  • Improved the invoices page that is shown to internal users when no invoices have been created yet.
  • Fixed a bug where resending a client invite didn't work in some scenarios.

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