Release Notes
Back to All

More Control Across Invoicing, Permissions, and Payments

July 21st, 2026

This release brings smarter invoice management, keyboard navigation, expanded Salesforce and HubSpot sync, per-role field permissions, and flexible min commit scoping.

🗑️ Delete Draft One-Time Invoices

Draft one-time invoices no longer receive an invoice number until they are finalized. This means drafts can now be deleted without affecting your invoice number sequence.

⌨️ One-Click Settings Navigation

Press cmd+k (Mac) or ctrl+k (PC) anywhere in MonetizeNow to quickly navigate to settings and menu items via keyboard, with fewer clicks.

🔗 Salesforce Custom ID Field Mapping

You can now map any field in Salesforce to the MonetizeNow Custom ID field, reducing manual data management between systems.

⏱️ Control When Auto-Pay Is Collected

  • A new Auto-Payment Timing setting lets you choose whether payment is collected when an invoice is generated or when it is sent, which is especially useful for teams that generate invoices in advance. When sending, you'll also see which invoices have auto-pay enabled before the email goes out.
  • Configure Auto-Payment Timing under Settings > Payments. The setting can also be set at the Bill Group level. Check out the full Auto-Payment Timing documentation.

👁️ Per-Role Visibility for Custom Fields

  • Custom field visibility can now be configured per role. Previously, a single editable / read-only / hidden setting applied to all users. Now, you can define visibility separately for each role for tighter access control, with no migration required.
  • All existing fields default to their current setting applied across all roles, so nothing changes until you update it.

🚫 Exclude Specific Products from Min Commit

  • A new "All Except Specific Usage Products" scope option is now available on Min Commit offerings, allowing you to exclude a defined list of products from the commitment while still covering everything else, including usage products created in the future.
  • The three scoping options are now: All Products (all usage, including future), Specific Products (only selected), and All Except Specific Usage Products (all usage except a defined exclusion list). Check out the Minimum Commitment documentation.

🔄 HubSpot Billing Frequency Sync

The Billing Frequency field from Quote Offerings now syncs to a new MonetizeNow property on HubSpot Deal Line Items.

✅ Control Which Roles Can Accept Quotes

  • A new Which Roles Can Accept Quotes setting (in Quote Settings) lets admins define exactly who has permission to accept a quote, keeping acceptance a controlled, role-specific action.
  • This setting only appears when Quote Processing Behavior is set to manual (i.e., quotes do not automatically move from Accepted to Processed).
  • When configured, only users in the specified roles will see the option to accept a quote.