Refresh Invoice Payments from Xero in Bulk
If you track payments in Xero, you can now update many invoices at once. Select invoices on the Invoices list and choose Refresh from Xero to pull their latest paid status into Current — no more opening them one at a time. Payments that conflict — for example, an invoice you already marked paid here — are flagged for review rather than silently overwritten.
A Client's Invoices, Right on Their Overview
Open any client and you'll now see their invoices listed on the overview, along with paid, due, and total amounts — so you can tell where an account stands without switching over to the Invoices page.
Quote Titles Carry Through to Invoices
When an invoice is created from a quote, it now keeps the quote's title and shows it in the invoice list, making invoices easier to recognize at a glance.
Smaller Improvements
- Helpful tooltips on the summary cards across Invoices, Quotes, and Purchase Orders explain exactly how each number is calculated.
- Clearer invoice sending — if sending an invoice runs into a problem, you'll now see the error instead of it failing quietly.
- Polish to status labels and a more consistent client picker when creating quotes.