February 2026
Important note The new features mentioned as part of our February 2026 release relate to our ongoing improvements to the Financial module. These features are gradually being rolled out to all accounts. So, they may not be immediately available to you
Edit ad hoc invoices and credit memos with an open status
Now you can edit open (unpaid or unsettled) ad hoc invoices and credit memos without voiding them and starting over. With this new feature, you can:
- Change the invoice's Created Date and Due Date.
- Edit descriptions of line items, the address the invoice is billed to, internal comments, and external notes that the recipient can see.
- Add or remove line items from an invoice before it's paid.
- See admin changes recorded automatically in the Activity Log, making it easy to track updates.
More info Editing ad hoc invoices and credit memos
Add Purchase Order (PO) numbers to ad hoc invoices and credit memos
When creating or editing open (unpaid or unsettled) ad hoc invoices and credit memos, admins can add a PO number to improve their record keeping. This PO number will be displayed on the invoice itself, allowing both admins and members to easily reference it. If a PO number isn't included, this field won't be shown.
More info Adding Purchase Order (PO) numbers
View an improved look and feel for all invoices and credit memos
We’ve improved the design of all invoices and credit memos so admins and members have access to a design that’s easier to read and use.
- For members: A modern design that makes it simpler to view and pay bills online.
- For admins: A reorganized toolbar. Invoice and credit memo specific tasks like Pay, Void, Settle and Download are now easier to find, while actions available for every financial document (like accessing the Activity Log) are included in a dropdown menu.
More info Managing invoices and credit memos