Quarterly Invoices and Improved Reporting


We have added a new feature to recurring invoices, and that is the ability to send invoices quarterly. We have also updated the reporting system based on your recent feedback.

We have had the feature request for quarterly recurring invoices for a long time but it got pushed down the development roadmap and forgotten about. However because some of you requested it again recently, we managed to dig out the new feature and it to our latest update.

You can now select “Quarterly” from the dropdown when creating a new recurring invoice and your invoice will be scheduled to send quarterly.


We have also updated the Reporting system based on feedback we received from you expressing frustration with not being able to view and share the report online (like you can with Projects and Invoices). Just to prove we always listen to our users (and because it’s actually a really cool improvement to reporting) we have added this ability.

When you create reports you can now access them online and share the permalink with your clients (as you can with Projects and Invoices). You can also download the PDF by clicking the Download PDF button.

Reports can now be Archived as well, and filtered by Archived and Non-archived Reports, allowing you to hide old reports.

We hope you enjoy these new updates!

Please note, old reports have been hidden as they are not compatible with the new system. If you want us to recover your old reports please contact us, or alternatively you can just re-create them and benefit from the new features.


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David is a Project Management expert. He has been published in Jeffbullas.com, Hr.com, and eLearningIndustry. As a project planning and execution expert at ProProfs, he has offered a unique outlook on improving workflows and team efficiency.Connect with David for more engaging conversations on Twiiter, LinkedIn, and Facebook.

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