Getting paid is now easier for you and your clients.

Invoice payment links:

- Copy a secure payment link for any invoice from its action menu

- Your client can open the link and view the invoice without needing to log in

- Each link is unique and expires after 48 hours to keep your invoices safe

- If a client opens an expired link, they'll see a clear message instead of an error

Better invoice PDFs:

- Invoice PDFs now use the invoice template you've selected in your settings

- Your company details, client details, items, totals, terms and other information all appear correctly on the PDF

- Download or view an invoice PDF straight from the invoices list or the invoice page

Clean invoice numbering:

- Your invoice numbers now follow their own continuous sequence for your workspace

Currency display:

- Amounts now show consistent spacing with currency symbols across your finance pages

- The invoice summary cards now show the currency symbol too

Meet Focus Mode, a distraction-free way to get through your tasks one session at a time.

Set up your session:

- Click Focus Mode in the top bar to get started

- Pick the tasks you want to work on, with search and a select all option

- Choose a focus length (15 to 90 minutes) and a break length (5 to 20 minutes), or set your own

- A live preview shows how long each round will take before you begin

Stay in the zone:

- A full-screen focus view with a calming animated background and a countdown ring

- See whether you're in a focus session or on a break, and which round you're on

- Tick off tasks as you finish them, and they're marked complete in ClientCee instantly

- A gentle chime plays when it's time for a break, and again when it's time to get back to work

Work your way:

- Pause and resume whenever you need to

- Minimize Focus Mode to a small bar at the top of the screen and keep using ClientCee while the timer runs

- Your session keeps going even if you move to another page or refresh

Tasks:

- Filter your Tasks page by start date and end date, each with its own calendar

- Filters apply as soon as you pick a date, and you can clear each one individually

- All task filters now sit neatly in a single row

Each project now has its own full workspace, with everything you need organized into tabs.

Tasks:

- Add tasks with an assignee, priority, start and due dates, estimated time and milestone

- Update a task's status right from the list

- Filter by status, priority and assignee, or search

- Every task gets an automatic code (like SMM-1) so it's easy to reference

Task Board:

- A Kanban board with To Do, Doing, Done, Completed and Revision columns

- Each card shows the task, assignee and due date, with search across all columns

Gantt Chart:

- See your milestones and tasks on a timeline, with a red marker showing today

Milestones:

- Create milestones with a cost and due date, and mark them complete as you go

Timesheet:

- Log time against the project and its tasks

- Hours and earnings are calculated automatically from the start time, end time and hourly rate

- Filter by employee and status

Invoices, Estimates and Orders:

- Create invoices from within a project, with status updating automatically as it's paid (unpaid, partially paid or paid)

- See all estimates linked to the project and create new ones with the project already filled in

- Add orders to a project, each with its own order number

The project page also has a new header showing the project name, a status dropdown and quick actions.

Our latest release gives you a real-time view of how your business is doing, and refreshes almost every Finance, Social and Settings page.

Reports Dashboard:

- A live dashboard for owners covering collections, period comparisons, costs, receivables, sales wins, delivery risks, client contribution and how complete your data is

- Review priorities highlight what needs your attention: overdue collections, slowing payments, reliance on a few clients, pending follow-ups and delivery delays

- Nine detailed reports: sales pipeline, clients, projects, team workload, receivables aging, expenses, contracts, service renewals and orders, each with filters and the underlying records

- Amounts stay in their original currency, and the dashboard is clear about the difference between money received and actual profit

Social Scheduler:

- Clear status for every connected account: connected, expired, disconnected or needing attention

- A redesigned Media Library with thumbnails, image and video filters and quick previews

- The post composer shows your schedule in an explicit timezone, counts characters accurately, and gives clear feedback on file uploads

- The Posts list has labeled filters, status summaries and expandable delivery errors. Duplicating a post creates a new draft

- The calendar has a compact month view, an agenda for phones and an upcoming posts queue

Your online store:

- The storefront, product pages, checkout and order confirmation have all been redesigned, including a featured layout for stores with a single product

- Checkout shows clear progress, live totals with quantity and tax, and explains exactly how payment and delivery will be handled

- Order confirmation links are private and expire after 7 days

- Order details show payment and delivery status separately, with confirmations before marking an order paid or delivered

- Items on manually created orders are now saved correctly, with totals calculated for you

- Export orders to CSV and search by buyer name or email

Finance settings:

- Every Finance settings tab now shares one clean design: Invoice, Invoice Template, Proposal Design, Estimate Design, Currencies, Numbering, Units and Payment Details

- Currencies: choose from 176 world currencies, searchable by country, code or name

- Numbering: set formats for orders, credit notes, proposals and estimates, with a live example of each

- Taxes: see a live calculation example, and taxes already used on invoices are protected from deletion

- Payment details: add bank or UPI QR codes with a preview, and control which details are available

- Invoice settings are organized into branding, numbering, reminders, display, client information and terms, with logo and signature previews

- Document designs now show clean paper previews, with a link to see each one in full

Finance pages:

- Refreshed Expenses, Recurring Expenses, Bank Accounts, Credit Notes and Payments pages, with summaries, filters and mobile-friendly cards

- Export expenses, bank accounts and payments to CSV, with totals kept separate for each currency

- Payment receipts have a new design, with pending or failed payments clearly marked as not proof of payment, and internal notes kept off the receipt

- Bank transfers now update both accounts together, so balances always match

Other settings:

- Staff, Company, Business Addresses, Lead Settings, Renewal Settings, Webhooks and every other settings page now share the same design

- Business addresses now include city, state and postal code

- Reorder pipeline stages with simple move buttons that work well on touch screens

More improvements:

- Your personal To Do board has color-coded groups, a better mobile layout and safer task moving

- Marketplace themes and modules are easier to search, with previews that don't change your settings until you activate

- The standalone Events page has been retired. Create, edit and view all your events from the Calendar, which already shows them alongside your Google events

Fixes:

- Fixed an issue where the Expenses and Payments pages could fail to load

A huge release that brings recurring billing, full contract signing, a company-wide project roadmap, and a refreshed design across Finance, Projects and HR.

Recurring invoices:

- Set up invoices that repeat automatically every day, week, month or year, at a time and timezone you choose

- Invoices due at month end stay on the last day of each month, even in shorter months

- Choose to create each invoice as a draft for review, or email it to your client automatically

- Set an end date or a number of invoices, and preview the next three dates before you start

- Pause, resume, end or duplicate a schedule, or start one from an existing invoice

- ClientCee never creates the same invoice twice, and if dates are missed, it asks you to review them instead of sending them all at once

Contract e-signatures:

- Share a contract with a secure link, via WhatsApp, email or anything else, and your client can sign it without an account

- Clients can type their name, draw their signature with a mouse or finger, or upload an image of it

- Signed copies can be printed or saved as a PDF, with a signature certificate showing when it was signed

- Clients can leave questions and change requests before signing, and you can reply to each one

- Keep a full history of signatures and renewals on every contract

Better contracts:

- A new contract editor with headings, tables, images, formatted paste and a distraction-free writing mode

- Renew a contract and keep a record of previous and new terms

- A redesigned Contracts list with summaries, filters for contracts ending soon, and CSV export

- Suggested contract numbers, custom contract types and projects filtered by the client you choose

Project roadmap:

- See every project on one timeline, by week, month or quarter

- Preview any project and its milestones without leaving the roadmap

- Filter by client, manager, status and category, and see overdue and due-soon projects at a glance

- Projects without dates are listed separately so nothing gets lost

Invoices:

- Choose one tax for the whole invoice, right beside the currency, instead of setting it on each item

- Save & Send now only marks an invoice as sent once the email has actually gone out

- A redesigned invoice page, with payment and delivery controls beside the invoice itself

- Record a payment directly from the invoice, and print just the invoice document

- Export all matching invoices to CSV, with totals kept separate for each currency

Proposals and estimates:

- Proposal and estimate forms now look and work the same, with a formatting editor for descriptions

- Save & Send on proposals now emails your client, and tells you clearly if email isn't set up yet

- Edit an estimate after publishing it, and your client's link updates automatically

- Signed, accepted and declined proposals are protected from being changed

- Export proposals and estimates to CSV, and download estimate PDFs from the list

Projects and tasks:

- A redesigned Projects list, project overview and every project tab, including files, milestones, tasks, task board, Gantt, burndown, tickets, notes, ratings, discussions and timesheets

- A new "In Review" column on the task board for tasks awaiting approval

- Filter tasks by project, priority, deadline and unassigned, with removable filter chips

- Labels, milestones and time estimates on new tasks are now saved correctly

- Add replies to project tickets, edit notes and ratings, and export tickets and notes to CSV

- Approved or invoiced time entries are locked to protect your billing records

- Deleting a milestone keeps its tasks in the project

HR:

- The HR home page is now a daily dashboard showing today's coverage, approvals, onboarding and upcoming holidays, with a setup checklist for new workspaces

- All HR pages are now in one tidy HR menu in your sidebar

- The workspace owner is now included in the employee directory and HR features

File Manager:

- Upload images and files up to 10 MB, with drag and drop, a progress bar and clear error messages

- Search and sort your files, with a storage summary at the top

Server Manager:

- A cleaner overview with an Add Renewal button in the header and a better calendar on phones

Billing:

- Clearer plan comparison, currency selection and a "Continue to checkout" button

- Saved card references now keep only the last four digits

Across the app:

- Icons now load reliably, even if an outside icon service is slow or down

- We removed a number of buttons and fields that didn't do anything yet, so everything you see now works

Plan your team's shifts and recognize great work, both from the HR menu.

Shift Roster:

- Create reusable shift templates with times and colors

- Assign a shift or a day off to each employee for each day of the week

- Copy last week's roster in one click, without overwriting anything you've already planned

- See clashes with approved leave and holidays before you publish

- Publish the week when it's ready. Published schedules are saved exactly as they were, even if a shift or employee changes later

- Works in your company's timezone, with a weekly grid on desktop and a simple day-by-day agenda on phones

For employees:

- Each employee sees only their own published schedule. Drafts stay hidden until you publish

Appreciation:

- Recognize a team member with a category and a personal message

- Each employee sees only the appreciation they've received, keeping recognition private

- Recognitions can't be edited once sent. If one needs to be withdrawn, a reason is required and the original is kept for your records

Access and roles:

- Shift Roster and Appreciation are included with the Employees feature on your plan

- New Employee and Manager roles get access automatically. If you've customized your roles, they're left as they are so you can choose who gets access

Fixes:

- Fixed the Add Employee page occasionally showing code on screen, loading slowly or using too much memory

- Fixed the Leave page showing code on screen

- Fixed some

HR is now more accurate and easier to use, and every date field in ClientCee shares the same calendar.

A rebuilt HR workspace:

- Every HR page (employees, leave, attendance, timesheets, onboarding, holidays and organization) now shares one consistent layout, with clear actions, review queues and helpful empty states

- Adding or editing an employee is grouped into clear sections: identity, role, employment dates, costing, emergency contacts, documents and extra details, with less important fields tucked away until you need them

- Add a new department or role on the spot without leaving the employee form

More accurate attendance and time tracking:

- Overnight shifts now count toward the right day, and shifts that cross into a new month are split correctly

- All HR dates, calendars, leave balances and summaries now follow your company's timezone

- Task timers log time against the right workday, and can't be started on closed or archived projects

- If a task's timer can no longer be logged (for example, the task was reassigned), you can still cancel it cleanly

- Tasks with a running timer can't be moved to another project until the timer is stopped

Leave and timesheets:

- New workspaces get a clear setup screen for leave, instead of settings being created automatically

- Rejecting or cancelling a leave request now requires a short reason

- Filters and your place in the review queue are kept after each decision

- Timesheet entries can't be logged against closed projects or finished tasks, while past entries stay visible

Onboarding, holidays and organization:

- An employee can't accidentally be given two active onboarding plans

- Dashboards only show onboarding plans that are still active

- Holidays from any year are kept and shown, with correct countdowns in your timezone

- Your department hierarchy is protected from loops, and archived departments keep their history

One calendar picker everywhere:

- Every date and date-time field across ClientCee now uses the same calendar, with a month dropdown, an editable year, weeks starting on Monday, and large, easy-to-tap dates

- Calendars inside popups now open in the right place and are never cut off

- Times follow your 12 or 24 hour preference

- Public forms keep your visitor's phone date picker for the easiest experience on mobile

Filters that behave:

- Estimate and proposal date range filters no longer highlight dates before you've chosen any, and the Apply button waits until you've picked both dates

- Picking an end date before the start date now sorts them automatically

- Changing how many proposals are shown per page keeps your lead filter

Server Manager:

- Renewal forms now use searchable dropdowns for clients, providers and staff, and the same calendar as the rest of ClientCee

- If marking a renewal as complete fails, the window reopens with your details kept so you can try again

This update makes your finance records more trustworthy and gives each client profile dedicated spaces for contacts, documents and payments.

Credit notes you can rely on:

- Every time you apply a credit note to an invoice, ClientCee records who applied it, how much and when, so your invoice balances always add up

- Credit can only be applied to invoices for the same client and in the same currency, and never more than the credit available or the amount still owed

- Once a credit note is issued, it can't be edited or deleted, keeping your records accurate

- Invoices with credit applied are protected from deletion and from changes to their amounts, while you can still update other details

- The client portal now shows credit totals separately for each currency

More accurate payments:

- Invoice balances are always calculated from the payments and credits actually recorded

- Online payments are recorded exactly once, even if a client pays after a credit was applied, and any difference is flagged for you to review

- Two people can't pay the same invoice balance online at the same time

- Payments can only be recorded against invoices that are still payable, and against projects that belong to the same client

- Deleting a project no longer deletes its payment history

Client workspaces:

- Contacts, Documents and Payments each have their own dedicated tab on the client profile, with a card view on phones and a table on larger screens

- The Payments tab highlights the next invoice waiting to be paid, and flags any online payments that need a closer look

- Empty tabs guide you to the next step, while a filter with no results offers a quick way to reset it

Client portal access:

- Giving a client portal access now requires setting up their login properly first, so no account is ever created by accident

- Phone numbers are saved in a consistent format

- A new picker for profile pictures and company logos, with drag and drop and an instant preview. If an upload fails, your existing picture stays in place

Estimates:

- Estimate creation and editing have been rebuilt to match the rest of Finance, with clear statuses for accepted, declined and open estimates

- Duplicate any estimate to reuse it

- Only your own

One of our biggest releases, connecting sales, client delivery and your team's day-to-day work.

Leads:

- The Leads list, board, detail and edit pages have been rebuilt to highlight each lead's next action, pipeline stage, value, source, owner and anything overdue

- Moving deals on the board is smoother, and you can schedule a follow-up right from the lead

- Get reminded about follow-ups before they're due, through the notification bell and optional browser push notifications

- Pipeline and lead source settings are easier to manage

Forms:

- The forms library, builder, public forms, submissions, response details and analytics have all been redesigned

- New field settings for validation, layout, help text and phone country codes

- Automatically capture where each submission came from, like your ad campaigns, using hidden tracking fields

- Past submissions stay readable even if you later change the form or remove the linked lead

- Files uploaded through forms are stored securely

Clients:

- A clearer Clients directory, a step-by-step way to add new clients, and a client profile with project and finance summaries and quick actions

Client deliverables and approvals:

- Share deliverables with clients through their portal, with version history

- Clients can approve a deliverable or request changes, and you're notified either way

- Choose exactly what each client sees in their portal (projects, documents, renewals, updates and deliverables), and preview it before they do

The Client Portal:

- Clients can review their projects, estimates, invoices, payments, receipts, documents, renewals and profile in one place

- Clients can accept, decline or request changes to estimates, either in the portal or from the estimate link

Server Manager:

- Track every renewal you manage for clients: domains, hosting, SSL certificates, licenses and subscriptions

- Record providers, assign clients and owners, set recurring schedules and prices, and view renewals on a calendar

- Import and export renewals, restore archived ones, and keep a history of every renewal cycle

- Set reminder rules so renewals never slip, and optionally show renewal details in your client's portal

Employee workspace:

- Employees now have their own Calendar, Projects, My HR, Documents and Support pages, plus a focused dashboard

- On tasks, employees can comment, respond to review feedback, flag blockers, attach files privately and run a timer, with time flowing straight into their timesheet

HR:

- A connected HR area covering the overview, employee directory, attendance, leave, timesheet approvals, onboarding, holidays and your organization structure

- Managers can review attendance and timesheets,