- Products
Client Portal
Deliver a branded client experienceMessaging
Communicate with clients securelyInvoicing
Invoice clients and get paidTasks
Assign tasks to clients and stay organizedContracts
Create contracts and request eSignaturesFile Sharing
Share and organize documentsForms
Streamline data collectionStore
Make online storefronts
Features - Solutions
- Resources
- Pricing
Back to Updates
January 12, 2022
Improvements and Updates
- Redesigned the Settings experience in a full-page view. We made numerous updates to make the various Settings subpages clearer and faster to use on desktop and mobile.
- Invoices will now show the legal company name you set on the Settings/General page instead of the brand name set on the Settings/Customization page.
- When you initially add your bank or Stripe account, you can now select your country on a dropdown.
- Fixed a bug that prevented invoices assigned to companies from showing on the client details page.