Enable the modern Invoice enhancements - phase 2

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	Mar 30, 2026	-

Business value

It’s common for project-based companies to create an invoice for a large team that is working on a project with a recurring lifespan. Each invoicing period can involve thousands of transactions across time, expense, and material usage activity for projects that will need to be reviewed and confirmed before generating a customer-facing invoice. This process of reviewing is an essential function to ensure a quick invoice and maintain healthy operational metrics. Keeping a clean, intuitive, and performant experience for reviewing and making corrections for the project manager adds strong business value to ensure the smooth running of a service-centric practice.

Customers often have the need to edit invoice line details on an invoice that may contain hundreds of transactions. This need could be driven either by changes required during an audit of the invoice prior to confirmation or by a need to correct a wrong invoice that has been confirmed. In both these scenarios, invoice editing is a critical step during billing. Being able to edit quickly has a huge impact on the usability of the billing system.

Feature details

Phase 2 of this feature aims to improve the usability of invoice editing. The changes include:

• Reduced clicks to edit one or more invoice line details.
• Reduced clicks to bulk-edit multiple fields on an invoice line detail.

Additionally, it provides billing administrators with an improved invoice summary that provides key invoice insights to enable faster decision making.

This feature is enabled using a feature flag. Once the feature is enabled, phase 2 changes are updated automatically.

Geographic areas

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Language availability

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