Changelog

Added turning a qualified lead into a project from your AI assistant, keeping the lead’s name, account, contact and history

Fixed iPhone Safari zooming into the page when you tap a form field; fields now use 16px text on touch screens

Made your AI assistant see your workspace’s offer defaults for upsells and price display when it drafts an offer

Tightened the spacing of buttons with an icon, so the icon sits closer to its label

Made the border of the active sidebar item match the cards and the invoiced amount badge around it

Made pages open instantly from the sidebar, tables, the leads board and search, showing the page’s layout while its data loads

Made Billow installable as an app on your iPhone, Android phone or desktop, with its own icon and window

Refreshed the color theme with a subtle blue tint on backgrounds, surfaces and text, and made dark mode darker and closer to black

Added Create Workspace to the workspace switcher, so you can set up another workspace with its own plan

Added sending invoices, offers and reminders to several addresses at once, with your client’s other email addresses offered in the To field

Added shared email addresses such as billing@ to accounts, listed under Email Addresses and usable as an invoice’s billing contact

Added a drag handle between the form and notes columns on lead pages, so you can resize them with the mouse or arrow keys

Removed the Autofill from Notes button from lead pages; the create lead page still offers autofill when you leave with unsaved notes

Made the workspace avatars and icons in the workspace switcher smaller and tidier

Fixed navigation icons sitting off center in the collapsed sidebar

Redesigned the Offer settings and Invoice settings dialogs so each setting sits in its own card, with dependent settings shown inside their parent

Fixed reminders for invoices without a contact email: Send Reminder now shows on the invoices list, Cockpit and project pages, and you can type the recipient

Fixed switches turning white when off in dark mode; they now use a grey track that stays visible in both themes

Fixed tab count badges cramping numbers with two or more digits

Made the workspace and account avatars in the sidebar slightly less rounded

Added Show upsell prices to offers, so your client sees what each add-on costs even when Hide deliverable prices is on

Fixed the highlight in segmented selects drifting outside the control when content above it appeared or disappeared

Added a Due column, a Due date filter and overdue-first sorting to the invoices list, plus refund dates on the Refunded tab

Fixed project revenue showing 0.00 for projects with sent but unpaid invoices; it now counts pending and paid invoices on the projects list and project page

Fixed the public invoice page swapping the project name and the invoice name

Grouped Calendly and Cal.com under a new Booking section in Settings → Integrations

Made AI assistants create invoices in your workspace’s default currency when you don’t name one

Fixed AI assistants failing to read or update a contact whose account was deleted, and creating draft invoices for a deleted account

Made downloading a draft invoice ask whether to set it to Pending first, so you get a numbered PDF or keep an unnumbered copy for proofreading

Added a clear Draft label to the header and footer of draft invoice, offer and contract PDFs so every page of a proofreading copy says so

Made invoice, offer and contract PDFs show the document number once in the header instead of repeating it in the footer

Fixed imported invoices without a number printing a placeholder number on their PDF

Fixed invoices moved to Pending through a status change getting no share link, which left your client without a public invoice page

Fixed long invoice names getting squeezed on the Unpaid tab when drafts were listed

Made large buttons a little tighter and let form submit buttons size to their label

Added quantity × rate, such as “3 × $400.00”, under quantity-based lines on the public offer page

Fixed offer and invoice lines showing in a random order on the public pages and PDFs instead of the order you saved

Fixed lines without a description on the public invoice page showing an arrow that opened nothing

Removed the loading text that showed over the skeleton while a PDF preview loads

Added Hide deliverable prices to an offer’s settings: your client sees the scope and the total but no line prices on the offer page and PDF

Added Hide deliverable prices to the new Invoice settings, leaving line prices off the public invoice page, the PDF and Stripe checkout

Added a Hide deliverable prices default for new offers and invoices in Settings → Accounting, right below Hide taxes in offers

Let your AI assistant hide deliverable prices on offers and invoices

Evened out the spacing of the Scope list on the public offer page

Added opt-in upsells: in an offer’s Offer settings, upsells can start unselected so the offer total shows the base scope and your client adds the ones they want

Added the Upsells start unselected in new offers default in Settings → Accounting

Let your AI assistant create and update offers whose upsells start unselected

Added each offer’s upsell opt-in setting to the data export

Renamed Initially Offered to Offer Total on the project summary

Fixed badges making their rows taller on the project Scope tab, the offer review step and the members list

Fixed refused deletes and plan changes saying “Please try again” instead of the reason, such as a contact still used by a project

Fixed the settings icon sitting off-center

Fixed every PDF preview, contracts included, showing “Failed to load PDF file.”

Fixed charts showing a focus outline after you tap them

Added the Calendly and Cal.com integration in Settings → Integrations: calls booked with you on the event types you choose now arrive in your lead pipeline

Made bookings from known contacts turn into Discovery Call leads straight away, with the call details and form answers in the notes

Added pending bookings: a booking from someone who isn’t a contact yet waits as a card at the top of the Discovery Call column, ready to turn into a lead or dismiss with Undo

Added AI suggestions for each booking: Billow reads the booking form answers and suggests a lead title that names the work, a budget range, an account and contact details

Added booking follow-up: cancellations and reschedules are noted on the lead, and move it to Lost or back to Discovery Call

Added support for connecting several Calendly and Cal.com accounts to one workspace, each with its own event types and the name of who connected it

Fixed creating a new account or contact from inside the lead or invoice form failing with a browser error

Stopped emailing you when an invoice you created is about to be due; you now hear only when it becomes overdue or is paid

Fixed paid and overdue emails showing a dash instead of the invoice title for invoices without a project

Fixed deleting an invoice from a list sending you back to the first page and the top of the list

Added a Copy Public Link button on the project page to copy the link to your client’s offer

Made the bank address a multi-line field in Settings → Accounting, and kept its line breaks on invoice PDFs

Marked Payment Instructions as required when you add a bank account of type Other

Added a short explanation under the Standard Notification Threshold (hours) contract setting

Made the lines on the Cockpit revenue chart thinner and its hover dots borderless

Fixed the plan cards in Settings → Plan & Billing calling every yearly discount a founding discount

Added drag-to-reorder for lead cards within a column on the leads board, and the order is kept for your whole team

Added sorting to the leads list: click Lead, Name, Date, Source, Budget or Stage to sort by that column

Fixed lead autofill creating a new contact without asking which account it belongs to

Fixed your client seeing an error when an offer was withdrawn or closed while they were accepting it; they now get a clear message instead

Fixed the buttons at the bottom of the missing details dialog being cut off on short screens

Fixed variable suggestions in the reminder email editor deleting nearby words, closing the whole dialog on Escape and turning unknown words into variables

Added names for screen readers to icon-only buttons and menus across the app, including row menus, quick create and onboarding selects

Added Billy, an animated helper who hops and spins while AI fills in a lead or reads your imported invoices

Made AI assistants send you to Settings → Imports for invoices issued elsewhere instead of recreating them, and mention that imports are recorded as Paid

Rounded and tightened the lead cards on the board so more fits at a glance, and turned each column’s add button into a small circle

Made connected AI assistants in Settings → MCP compact single-line rows with one icon to disconnect or reconnect

Made save buttons on settings pages smaller so the settings cards look less crowded

Fixed the budget slider in the lead form being taller than the other fields

Fixed an error page when you cancel signing in with Google; you now land back on the login page

Fixed contract settings refusing to save without an hourly rate and crashing after you cleared payment terms, confidentiality or notice period

Fixed outdated wording in the plan downgrade error, account permission messages and the contract settings heading

Made pages stop at a comfortable width on very large screens instead of stretching edge to edge

Redesigned the leads board so all columns fit the page without scrolling, with tighter cards, a muted source label and a slimmer follow-up bar

Balanced the spacing around icons on buttons and badges across the app and stopped the date picker from shrinking when pressed

Made dates read the same everywhere: Sep 13, 2026 in the app, and September 13, 2026 on public invoice and offer pages and in reminder emails

Made sent invoices and offers keep the client and company details they were sent with, so editing an account or your workspace no longer changes them

Added a step that asks for your company address before you send an invoice or offer, copy an invoice link or send a reminder, right in the same dialog

Made buttons, inputs, tabs and table rows the same heights and borders across the app

Added AI assistant access: connect Claude, ChatGPT or Codex to your workspace from Settings → MCP

Let connected AI assistants look up, create and edit your accounts, contacts, leads, projects, draft offers and draft invoices. Sending, signing and payments stay in Billow

Added a list of connected assistants under Settings → MCP, and every change an assistant makes shows in the activity feed with its name

Added filters and sortable columns to the invoices, accounts and contacts lists, kept in the page address so you can bookmark or share a view

Simplified the accounts and contacts lists to two tabs, All and Archived, and moved contacts of churned accounts under Archived

Fixed the pipeline line on the Cockpit revenue chart not showing when you had open leads but no unpaid invoices

Moved draft invoices from their own tab into a Drafts section below the Unpaid list, each with a Send Invoice button

Sorted the Paid tab on the invoices list by payment date, newest first

Added a Project column to the invoices list

Increased the invoices list to 50 invoices per page

Added Download and Copy Public Link to each invoice’s row menu on the invoices list

Added a Rename action for draft and imported invoices, on the invoice page and in the invoices list

Removed the Conversion Rate card from the projects overview

Fixed card payments made shortly after midnight being recorded as paid on the previous day

Fixed accounts and contacts adding an Updated entry to the activity feed on every save, even when nothing changed

Made only active projects accept new invoices, so you reopen a completed project to invoice it again. A project with draft invoices can’t be completed

Added an Updated entry to a project’s activity feed whenever you edit the project

Made the offer dates stay visible, greyed out, when you edit a project whose offer was already sent

Made buttons, badges and alerts use matching red, orange, green and blue accent colors across the app

Added optional start and end dates to offer deliverables, shown on the public offer page, the offer PDF and the project’s scope

Made add-on badges on the public offer page turn green when your client keeps an add-on and red when they decline it

Renamed the Start Project button on leads to Convert to Project

Replaced the Offer Amount column on the projects list with Total Revenue, the sum of each project’s paid invoices

Renamed the Date column on the projects list to Offer Date and marked projects without an offer as No Offer

Redesigned the public offer page your client sees, with their logo next to the title and clear messages for accepted, declined, cancelled and expired offers

Changed expired offers to show in orange instead of blue on the project page and the public offer page

Added a subtle press animation to buttons and a checkmark animation when you copy a link

Redesigned the public invoice page, with the invoice number inside the card and a cleaner layout on phones

Added the due date and a red Overdue badge to the public invoice page when your client’s invoice is past due

Added bank transfer instructions to the public invoice page, with the invoice number as a payment reference your client can copy in one click

Redesigned the invoice PDF to match offers and contracts, with your logo, page numbers and your client’s VAT ID

Fixed the offer PDF showing the deposit without VAT next to a total that includes VAT

Fixed contracts failing to preview, download or sign when the deliverables list sat next to other text in the template

Added a signature pad: draw your real signature or upload an image of it when you sign a contract

Made your client draw their signature and enter their name and company when they accept an offer with a contract

Added a Sign & Accept step for offers without a contract, where your client confirms their code and enters their name and company

Added the signer’s name and company to the project’s contract step, the activity feed and your data export

Made Billow store the accepted offer and signed contract PDFs with the project the moment your client accepts

Added an email to your client with a copy of the accepted offer and signed contract, with replies going to you

Redesigned the contract PDF and its default template to match a clean print layout

Redesigned the offer PDF with your logo, card layout and page numbers

Added Reset to default for contract templates in Settings → Contracts

Updated contract templates you never edited to the new default, with fixed-fee contracts now quoting the net fee next to excluding VAT

Made rejected, cancelled and completed offers keep their public page as a short receipt instead of showing an error

Made the project wizard save the current step when you switch tabs

Fixed line breaks in deliverable descriptions disappearing on the project page, public offer page, invoices and PDFs

Made long dialogs scroll their content while the title and buttons stay in place

Fixed changing your plan or billing interval during the free trial failing with an error

Fixed downloading an imported invoice failing when its number contains a slash

Made icon sizes consistent across the app

Added a Cancelled status for projects you drop yourself, so Rejected only means your client declined the offer. Simple projects can be cancelled too.

Made emails to your clients come from your workspace’s legal name

Fixed plan changes showing an error page when Stripe had a hiccup; you now get a message instead

Moved sending an offer out of the project wizard: finish the setup, then send it with Send Offer on the project page whenever you’re ready

Added Preview Offer on the project page to see the exact page your client will get before you send it

Added a Converted tab to the leads page that links each converted lead to its project

Fixed pages failing to open in a tab left open during a Billow update; the page now reloads once by itself

Fixed Cmd+B in the lead notes editor collapsing the sidebar while making text bold

Fixed amounts in other currencies sometimes dropping out of converted totals when the exchange rate service was slow

Added the Sierra Leonean leone (SLE) and replaced the retired Netherlands Antillean guilder with the Caribbean guilder (XCG)

Added an Invoice Type choice between Regular Invoice and Deposit Invoice when you create an invoice for a project with a deposit

Fixed refunding a deposit invoice changing the type of the project’s other draft invoices

Added simple projects: pick Simple project when you create a project to invoice right away without an offer or contract, choosing the currency per invoice

Added Turn into offer on simple projects, so you can add an offer and contract later

Added an optional internal Summary to projects, shown on the project page

Added Complete Project and Reopen Project buttons to the project page; completing a project frees up a slot on your plan

Added Resend on the project page to send a pending offer again with a fresh verification code, to the same or a new address

Made onboarding suggest your default currency based on the country you pick

Fixed the Conversion Rate on the projects overview ignoring unqualified and lost leads; with nothing decided yet it now shows No data

Improved lead autofill so it picks from the current lead stages and sources

Made labels and messages say account instead of client wherever they mean the company you work for

Added friendly error pages for missing pages and outages, and made success and warning messages show on public pages too

Added card payment disputes to the invoice activity feed, and a lost dispute now marks the invoice as refunded

Made a failed subscription payment during checkout or a plan change end on the billing page with a message saying whether your plan changed

Renamed Active Clients on the Cockpit to Active Accounts and stopped counting accounts that only have leads

Added an optional second tax line to invoices and offers, with editable tax labels, for regions like Quebec that charge two taxes. Turn it on with Advanced tax mode in Settings → Accounting.

Added Tax Registration Numbers in Settings → General, shown on your invoice and offer PDFs and on the public invoice and offer pages

Fixed the offer PDF still showing VAT when Hide taxes in offers and pitches was turned on

Added support for 136 currencies, up from 31

Made converted totals keep working when exchange rates can’t be fetched, using the last known rate instead of slowing pages down

Fixed overdue and due-soon emails to you never sending for invoices paid by card

Made overdue and due-soon emails say that card-paid invoices mark themselves paid, instead of asking you to check and mark them by hand

Launched Billow in public beta: leads, projects, offers with contracts, invoices and Stripe card or bank transfer payments in one workspace