v1.6.0 & v1.6.1 (May 19, 2026) Introducing Credit Notes and a redesigned Payments area

Two big additions to Finance: a proper way to credit your clients, and a better way to record payments.

Credit Notes:

- Issue a credit note when you've overcharged, cancelled a service, accepted a return or need to make an adjustment

- Link a credit note to a specific invoice, or create one on its own

- Add line items, tax, discount, a reason, notes and terms

- Credit notes are numbered automatically (CN#001, CN#002 and so on)

- Apply a credit note to an unpaid invoice, and the invoice balance and status update automatically

- Mark a credit as refunded or settled, however you returned the money (cash, bank transfer or any other method)

- Print it, download it as a PDF or email it to your client

- Create a credit note straight from any invoice, with the details already filled in

- Find credit notes quickly with search and filters for client, status and date, plus summary figures at the top

Payments:

- A redesigned Payments page with summary figures, filters and a clean payments list

- Record a payment on its own page, linked to an invoice or project, with the amount, date, currency, payment method, bank account, transaction ID, receipt and remarks

- Open any payment to see its full details and the related invoice, and download the receipt

- Recording or deleting a payment updates the invoice's paid amount and status automatically