Invoice Clarity and Billing Visibility

This release focuses on invoice clarity and billing visibility: customers see exactly what they owe, your team sees who's overdue, and creating onetime invoices is faster and more flexible than ever.

🧾 Invoices Now Show Amount Due at a Glance

The prominent total displayed at the top of an invoice now shows the amount due rather than the original invoice total. If credits or payments have already been applied, customers immediately see what they actually owe, no math required.

🧾 Onetime Invoice Improvements

Creating and managing onetime invoices is now faster and more flexible.

• Clone any invoice, whether generated by a billing schedule or a previous onetime invoice, directly from the invoice page using Clone as Onetime Invoice. All fields, offerings, and prices are copied so you can edit from there.
• The onetime invoice creation screen has been redesigned to match the quote creation experience, making it easier to set up.
• Due Date, Invoicing Date, and Invoice Memo can now be set and updated when creating a onetime invoice.

⚠️ Past Due Tracking on Accounts and Bill Groups

Accounts and Bill Groups now surface past due invoice data at a glance, making it easier to spot and act on outstanding balances without digging through individual invoices.

• A Past Due tag flags any account or bill group with at least one overdue invoice.
• Amount Outstanding calculates the total unpaid invoice balance across all open invoices.
• Past Due Amount calculates the total unpaid balance on invoices with a past due date.
• Past Due Invoices displays a count of invoices currently past due.
• Days Outstanding calculates the maximum number of days any invoice is overdue.

These fields can optionally be synced to Salesforce.

📋 Rate Name Now Shown on Account Overview

The Account > Bill Group overview page now displays the Rate Name for each subscription, making it easier to identify the right subscription when an account has many active ones.

🔍 Search for Invoices by Invoice Number

You can now search for invoices using the customer-facing Invoice Number (in addition to Invoice ID) in the global search bar or with cmd+k (Mac) / ctrl+k (PC), to quickly navigate to a specific record.

📄 Clearer Min Commit Invoices

Min Commit invoice line items now show more detail: the full commitment amount, the remaining balance after the current invoice, and an explanatory note on how the subtotal is calculated. This reduces confusion on $0 invoices, so customers and reps understand why an invoice total is lower than expected.