* New Feature – Locations/Venues: Add and manage venues so they can be selected from a list when creating invoices, instead of being entered manually. * Enable selecting a venue from a predefined list when creating an invoice

Your customers can view project proposals and invoices, and complete e-signatures directly on your custom domain website.

Introducing Portfolio Based on Invoice The best way to attract future customers is to showcase your best past work—beautifully and effortlessly—without spending extra time or money. With FinOpps Portfolio Based on Invoice, you can now upload pictures of your completed work directly to an invoice. FinOpps automatically turns this into a professional portfolio that highlights your real projects and results. Turn your completed invoices into powerful marketing assets and let your work speak for itself.

* Online Invoice Payment * View Business Configurations * Alert if outstanding invoice when querying customer * Product improvements

* Bug fixes and product improvements

* Businesses now have the option to get a dedicated phone number for communicating directly with their customers. This makes interactions more personalized, professional, and easier to manage. * We’ve enhanced the POS (iPad/Tablet) invoicing process for a more seamless experience. * Other improvements

* Bug fixes and performance improvements.

Performance improvements

* Custom Date Format Option: Added support for flexible date display formats, including: 10-31-2025, Oct-31-2025, 31-Oct-2025 etc. * Bug fixes and performance improvements

* Introducing POS like iPad/Tablet invoicing * Bug fixes and performance improvements

* Bug fixes and performance improvements.

* Bug fixes and product improvements

* You can now set a default invoice due date based on the event date, including negative offsets. * Introducing the Invoice Analysis module – designed to help businesses spot trends, identify patterns, and receive actionable recommendations to address issues impacting business goals.

* The customer invoice page now displays invoice dates alongside the list of outstanding invoices. * PDF attachments are now supported in the Customers screen * Monthly reports can now be generated in PDF format. * Other product improvements

* Introduced a new Invoice Report with filtering options by date range, status, customer, and order taker (FinOpps user). * Added feature to display a customer’s total outstanding balance, along with a list of all unpaid invoices and direct access links, when viewing any invoice. * Other product improvements

Bug fixes and product improvements

Bug fixes and product improvements

Bug fixes and product improvements

Bug fixes and product improvements

Minor bug fixes and product improvements

We’re excited to announce that FinOpps has successfully upgraded its core technology stack to the latest versions across our platform. This major upgrade lays the foundation for integrating AI-powered capabilities to better serve our customers and help them solve problems more efficiently. From smarter insights to personalized support, this marks the beginning of a new chapter for FinOpps. Interesting times ahead!

* You can now add private notes to invoices, visible only on the work order and excluded from the customer invoice PDF, keeping internal details confidential.

* When the user chooses to send a payment confirmation while recording a payment, display a confirmation prompt before sending the notification to the customer. * Additional product enhancements and improvements.

* Expired Invoice Estimates are now hidden from customers—they will instead see an error prompting them to contact the business. * Improved email and SMS content for Invoice Estimates to encourage quicker customer action. * Expired estimates are clearly marked in the Invoice List for easier identification. * Additional product enhancements and improvements.

* Invoice Estimate Expiry Date functionality * Other Product Improvements