Product Updates
Changelog
Every change shipped to SimplInvoice, newest first.
3 Jul 2026 at 23:57
Workspace empty state component
- New empty-state.blade.php component provides consistent empty state displays across workspace views - Improves user experience when no data is available in lists or panels
Invoice attachment linking
- Attachments can now be linked directly to specific invoice lines - Improved document traceability for line-item level supporting documents - Better audit trail for invoice verification
Priority and tag dates on invoice lines
- Invoice lines can now be marked with priority levels - Tag dates allow scheduling or categorizing line items - Enhanced sorting and filtering on the invoice editor
Shipping address and discount labels on invoices
- Invoices now support separate shipping addresses distinct from billing - Custom discount labels can be applied to individual line items - Improved invoice detail display with shipping and discount breakdowns
Enhanced client workspace management
- Client workspaces now have dedicated accountant views in the sidebar - Client switcher shows all clients you're connected to - Improved navigation between accountant and client workspaces - Faster client selection with filters in workspace list
Source filter for tenants
- Filter tenants by whether they signed up themselves or were created by a platform admin - Source information appears in the tenant detail drawer overview tab
CSV export of the filtered tenant list
- New Export button downloads a CSV of all tenants matching the current search and filter criteria, not just the current page
Dedicated Onboard Tenant page with 3-step wizard
- New "Onboard Tenant" button opens a full-page form with 3 steps: business details, location/tax info, and plan selection - Admin-created tenants start as trials and skip email verification
Invoice button now creates real platform invoices with discount support
- The "Invoice" button in the subscription tab creates platform billing invoices that respect active discounts - Invoice amounts reflect percentage discounts and discounts expire after the correct number of invoices
Compose direct messages to tenant owners
- Platform admins can send a direct email to the tenant owner from the drawer, with subject, body, optional CC, and an option to also deliver as an in-app notification
Plan changes from the tenant detail drawer
- Clicking "Change plan" in the subscription tab shows all available tiers with prices and marks the current plan - Selecting a new plan takes effect immediately and logs a plan change event
Discount offers and tracked discounts on tenant subscriptions
- Platform admins can send real discount offers from the tenant detail drawer — 10% off for 3 months, 30% off for 6 months, trial extension, free upgrade, or waive the next invoice - Each offer can be previewed before sending, showing the email subject and body - Percentage-based offers create a tracked discount that automatically reduces future invoices; sending a new offer replaces the previous active one - Discounts expire after their allocated number of invoices are used up; subsequent invoices return to full price
2 Jul 2026 at 12:00
v3.4Simplified platform notifications center
- Platform admins now have a single notifications dashboard that aggregates security alerts, billing status, and support tickets - Filter by type to see only security warnings, billing issues, or support tickets - Clear actionable information at a glance with smart summaries of platform health
New workspace notifications panel
- Accountant workspace now includes a notifications drawer for seeing up-to-date messages and alerts from all connected client workspaces - Filters available for unread/new and read notifications to help focus on important items - Bulk actions let you mark multiple notifications as read at once - Real-time updates show new notifications without needing page refresh
Filing permissions and workspace actions
- Prepare & File scope is required to file VAT returns and year-end accounts; Prepare scope can review and send for approval - Bank queries create tasks and update the needs-attention panel on the workspace overview - Workflow templates, document vault, practice insights and compliance library are available under Manage
Client onboarding after accepting an invitation
- Accepting a client invitation opens a short setup wizard for entity type, year-end and VAT details - Completed onboarding builds a compliance calendar on the client workspace overview
Practice dashboard and portfolio navigation
- Signing in now lands on a practice dashboard with deadlines, activity and quick actions instead of going straight to the client list - My Clients is a separate page with the familiar card grid and filters - New Deadlines page shows statutory filings across all clients; Activity replaces the old audit log - Sidebar is grouped into Overview, Clients, Work and Manage sections matching the portfolio design
Workspace quick-view parity for expenses, documents and bank
- Expenses and documents open in a side panel from the list, with full detail pages for deeper review - Bank transactions show match status and linked payments in a panel; you can match or raise a query from there - Customer panels show outstanding balance, paid year-to-date, lifetime totals and recent invoices like the business owner view - Payment receipts can be downloaded from the workspace payment list, side panel and detail page - Practice insights now sits under Overview alongside the dashboard - My Clients is under Clients with an expandable workspace menu (Overview, Invoices, and related links) - Expanding My Clients shows the workspace menu only after you open a client — until then you see a short prompt to get started - When you open a client, their business name appears above the workspace menu in the sidebar, using the same flat layout as the design - Workflow shows a count when clients have open queries; Compliance library is now labelled Compliance - Your name and practice appear at the bottom of the sidebar, matching the portfolio design
Open and download client sales documents from the workspace
- Invoices, estimates, credit notes, payments and customers now open in a side panel when you click a row - You can view full details, download invoice and credit note PDFs, and copy public invoice links - Prepare and Prepare & File access lets you record payments and send reminders from the invoice panel
Dashboard task widgets
- The practice dashboard now shows open tasks, tickets awaiting answer, documents awaiting signature, and a My tasks panel assigned to you
Client hub and contacts directory
- Each client has a hub page with compliance calendar, active workflows, open tasks and quick actions before you open their books - Contacts lists the primary contact for every client plus key Revenue and CRO helplines; Discovery is the public listing page (formerly under Contacts)
Practice insights from real work
- Practice insights shows My work, Management and Production tabs driven by your open tasks, deadlines and active workflow runs instead of placeholder figures
Documents vault templates and sent list
- Document templates can be created and edited with merge fields that auto-fill from a client's profile when you send - A Sent tab shows documents awaiting or completed e-signature
Workflow runs with task tracking
- Starting a workflow from a template now asks which client it is for, creates dated tasks for each step, and opens a step-by-step runner to complete work, raise client requests, and finish the job - The Workflow page lists all open work, client tickets, and templates in separate tabs; the sidebar badge reflects active workflow runs
Improved tax calculations
- Smarter tax rate determination for invoices and expenses
Tasks board
- Manage tasks with a board view, templates, checklists, and recurring task generation
Recurring expenses
- Set up expenses that repeat automatically on a schedule - AI-powered receipt scanning and improved profit-and-loss view
Credit notes
- Create and manage credit notes with PDF download
Public invoice sharing links
- Share invoices via public links for quick viewing - Cleaner invoice preview layout
Workspace search, filter, and sort
- Quickly find transactions across bank, invoices, expenses, and documents workspaces - Improved form controls throughout the accountant area
Engagement logging with health scoring
- Track every interaction with customers and see their health score - Customer ratings: VIP, Good, Okay, Problematic
Customer health snapshots
- Automated daily health scores calculated overnight - Health scores refresh instantly when you rate a customer or log an engagement - Dashboard shows live scores when no snapshot exists yet
Create an invoice directly from the customer panel
- Clicking "New invoice" from the customer detail panel opens the editor with that customer already selected
Customer list overhaul — pagination, export, bulk actions, and faster filtering
- Customer list now loads in pages (20 per page) with tab badges that stay correct across pages - Filtering and sorting run in the database so results are instant, and tab badges update even while searching - Export the current filtered customer list as a spreadsheet with formula-injection protection - Select customers via checkboxes and activate or deactivate them all at once from a floating action bar - Customer detail panel now supports browser back/forward, shows a loading state, and handles errors with a retry button
Automatic follow-up reminders
- Daily reminder emails for follow-ups that are due - Follow-ups close automatically when linked task is done - Digest emails group multiple reminders together - In-app notifications show reminders once per day - Turn follow-up reminders on or off per business
Engage board with segments and campaigns
- Save custom filter combinations as named segments for quick access - Filter customers by tier, rating, score, overdue status, last contact, and more - Send email campaigns to entire segments at once - View engagement history directly on each customer profile - Create, edit, and run campaigns from the Engage board
Complete bank reconciliation workflow
- Import bank statements from PDF, spreadsheets, and banking files - Automatically sorts transactions into categories and learns from your choices - Detects recurring payments like subscriptions, rent, and standing orders - Receive statements by email through a dedicated business inbox - View reconciliation reports to match bank transactions against your books - Manage bank accounts — add, edit, and connect bank fields - Bulk categorise transactions with a spreadsheet-style view - Search invoices inline while matching bank transactions - New controls for who can reconcile and post reconciliations - Track who reconciled each transaction and when
Quick customer search everywhere
- Customer selection on invoices, estimates, and payment forms now uses a fast type-to-search dropdown instead of a long list
Settings moved to header menu
- Account settings moved from sidebar to a gear menu in the top header, organized into sections (company info, billing, team, connections) - All admin screens updated to work with the new layout
Turn marketing pages on or off individually
- Platform admins can enable or disable each public marketing page from Website settings - All marketing pages are off by default; only sign-in, sign-up, forgot password, and the free invoice generator stay available until you turn pages on - Disabled pages are hidden from site menus and redirect visitors to sign-in - The changelog, documentation, and custom page URLs are always available and are not affected by these toggles
Sign-in is now the first page visitors see
- Opening the site address takes you straight to the sign-in screen instead of the marketing homepage
Manage queue jobs from maintenance
- Remove individual pending jobs from the queue when they are stuck - Retry or delete failed jobs directly from the maintenance screen
Bulk queue actions on maintenance
- Clear all pending jobs from the queue in one step - Retry every failed job at once from the Queue & errors screen
Run queue jobs from maintenance
- Run individual pending jobs that are past their scheduled time - Force delayed jobs to run immediately - Process all ready jobs in one step from the Queue & errors screen
Active sessions list on DB Health page
- Maintenance database health screen now lists every active user session with IP, device, and last activity - Sessions can be revoked directly from the maintenance screen
Year-end toggle per client
- Mark a client's books as year-end complete from the workspace - Year-end status is tracked per client and visible in the workspace overview
Create and manage expenses from the client workspace
- Add new expenses directly within a client's workspace without leaving the accountant area - Edit existing expenses, mark as paid, or delete from the workspace screens - Searchable dropdowns for customers and vendors make expense entry faster
23 Jun 2026 at 12:00
v3.3Plaid bank feeds & reconciliation
Connect your bank via Plaid; we suggest which unpaid invoice each deposit matches and you confirm with one click. Suggestions are ranked, currency-safe, and never auto-pick a tie.
Auto-detect refunds & chargebacks
Bank reversal detected? If a DEBIT matches a prior CREDIT from the same payer within 30 days (NSF, chargeback, refund), it is auto-flagged as needs_review. Linked to the original deposit so accountants can safely reverse the Payment without losing history.
Production Plaid environment support
Platform admins can now switch SimplInvoice between Plaid sandbox and production environments in one click. Supports OAuth redirect flow for production institutions.
Bulk historical transaction backfill
Pull bank transactions older than Plaid default 90-day window. On first connect, choose a start date (default 2 years back) to backfill all historical activity. Runs as a queued job.
22 Jun 2026 at 12:00
v3.2Recent reports history
Generated reports are logged and listed in the accountant workspace.
Invoice editor: tax jurisdiction & notes
Added a tax-jurisdiction selector and notes/terms controls to the invoice editor inspector.
Document upload, folders & sharing
Upload/delete documents, organise folders, download, and share with clients (optional PIN) via a public link.
Report history export & clear
Export the report history as CSV and clear it; regenerate any past report.
Create invoices on mobile
The mobile app can now create a real invoice (customer, amount, description, due date).
Searchable customer pickers
Customer selection on invoice, estimate, recurring and payment forms is now a type-to-search dropdown with keyboard navigation instead of a long plain list.
Multi-business customer portal
Customers whose email spans multiple businesses can now switch between them with a visible business switcher; every page (invoices, statements, documents, quotes, payments) re-scopes instantly. Added live search/filtering across all portal lists.
21 Jun 2026 at 12:00
v3.1Customer portal rebuilt to the v33 design
New dark-sidebar shell with Overview, Invoices, Payments & methods, Statements, Documents, Quotes, Support and Settings.
Accept / decline quotes in the portal
Clients can review estimate line items and approve or decline with a reason.
Secure document sharing
Businesses share files with clients, optionally PIN-protected, with single and bulk download.
Two-way messaging
Threaded conversations between clients and the business, with unread badges and an admin inbox.
Saved payment methods, autopay & bulk pay
Clients save cards/SEPA, toggle autopay, and pay multiple invoices at once.
Grant client portal access
Owners/admins can invite a customer to the portal and revoke access from the customer page.
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