Shipped, in writing.

Custom domains provision their own SSL

White-label always meant your domain — now it means your domain in minutes. Enter app.yourbrand.com in Settings → Domain, add the one CNAME record we show you, and the certificate provisions itself, usually in about 90 seconds. The settings page watches the process and flips the domain to verified on its own — no tickets, no certificate paperwork.

Changing the domain cleans up the old certificate and provisions a new one; removing it tears everything down. If you'd rather verify by DNS record, the TXT-based flow still works.

Overdue now means their midnight

Due dates are calendar dates, and calendars belong to people. Invoices now snapshot the client's timezone at creation and flip to overdue when the due date's day ends there — not at midnight UTC, which used to mark a US invoice overdue while it was still mid-afternoon. Reminders, automations and dashboard stats all follow the same clock.

Dry-run your automations

The scariest button in any automation tool is “activate.” Dry runs remove the fear: pick a real document, contact or booking as the sample, and the workflow executes with zero side effects. Conditions evaluate against the live data — so the yes/no branching you see is the branching you'll get — while actions return a preview of what they would have done and delays fast-forward instead of waiting.

Every simulated node logs its input, output and duration, exactly like a live run — so a rehearsal reads the same as the real thing.

Triggers relative to booking time

Automations can now fire a set number of minutes before a booking starts or after it ends — send prep material an hour ahead, or a follow-up the moment the call wraps. A deduplication table guarantees each booking fires each automation once, even when the clock-based checks overlap.

Sequential signing

Some documents need to be signed in order — the CEO before the CFO, the CFO before legal. Documents now support a sequential signing mode: drag signers into order, and each one is notified only when it's their turn. The signing page shows everyone the live queue — who signed, whose turn it is, who's waiting.

You choose what a decline means per document: void the whole thing — and everything after it in the workflow — or skip to the next signer with the reason logged. When the last signer completes, the document flips to signed and the next workflow step unlocks.

Signers are recognized when they comment

A signer arriving from their unique signing link is identified automatically — their comments carry their name and a signer badge, with no “enter your details” form. Identities are scoped to the one document, so a link can never speak for anyone anywhere else.

GDPR consent, recorded properly

Forms can now require explicit consent before submission. The checkbox is enforced server-side — a submission without consent is refused, not quietly accepted — and the consent is stamped twice: on the submission itself, and on the contact it creates, with source and timestamp. Submissions from GDPR-restricted contacts are refused outright.

Analytics for every form

Each form gained a dashboard: views, submissions, conversion rate, and a comparison against the previous period of equal length. Below the headline numbers — devices, browsers, top referrers, busiest days and hours, and answer distributions for every choice field, so you can see not just how many people answered but what they said.

The billing dashboard

Documents track the workflow; money deserved its own page. The new Billing view separates the cash side into tabs — overview, invoices, schedules, milestones, recurring and payments — with outstanding, due-this-week and overdue totals up top and schedule progress per invoice below.

Milestone payments

Invoices can now be split by project phase. Mark a milestone complete and the payment request emails itself; clients who want to pay ahead can settle future milestones early or clear the whole balance in one go.

Payment schedules and auto-pay

Any invoice can now be split into a labelled schedule — a deposit due immediately, instalments on fixed dates, amounts due a set number of days after the previous payment, or milestone-triggered balances. Clients can always pay the next instalment, and you decide whether they may clear the remaining balance early.

Auto-pay comes in three modes per invoice: off, optional, or required for the schedule. The card on file is charged on due dates with a reminder three days before each charge. Failures retry on a clock — and stop after three attempts, escalated to you rather than retried forever.

Manual payments

Cash, check and wire payments can be recorded against any invoice with method, reference and date — and they share one payment history with card payments, so a half-cash, half-card invoice reads as one story.

Recurring invoices

Retainers now bill themselves. Set a cadence — weekly, monthly, quarterly, yearly, or every N days — and each cycle generates a real invoice: payable, trackable, refundable on its own. Run it until cancelled, for a fixed number of cycles, or until a date.

Mid-month start? The first invoice prorates to align with your billing day — by exact calendar days or a 30-day basis — or you set a custom first amount, or skip the first cycle entirely. A live preview shows the next five invoices, with amounts, as you change the settings.

Refunds via Stripe

Full or partial refunds, straight back to the original payment method, with a reason and optional notes for the record. Document statuses update themselves — full refunds mark the invoice refunded, partial ones reopen the balance due — and payment history shows exactly what went back.