In Progress
Don't Count the Invoice Owner's Own Views in Activity Notifications
When the invoice owner opens their own invoice to check it, it currently registers as a view in the activity log and notifications, the same as when the customer opens it. That makes it hard to tell whether the customer has actually seen the invoice or whether it's just the owner's own checks showing up. Request: separate the owner's own views from the customer's, so notifications and the activity log only flag genuine customer engagement (email opened, invoice viewed, payment page opened, etc.) and don't get muddied by the owner reviewing their own invoice.
iSmartTinting 3 days ago
In Progress
Don't Count the Invoice Owner's Own Views in Activity Notifications
When the invoice owner opens their own invoice to check it, it currently registers as a view in the activity log and notifications, the same as when the customer opens it. That makes it hard to tell whether the customer has actually seen the invoice or whether it's just the owner's own checks showing up. Request: separate the owner's own views from the customer's, so notifications and the activity log only flag genuine customer engagement (email opened, invoice viewed, payment page opened, etc.) and don't get muddied by the owner reviewing their own invoice.
iSmartTinting 3 days ago
Custom Invoice Naming with Saved Prefix Presets
Let users define custom invoice naming schemes using saved prefix/code presets, rather than the fixed sequential format. For example, a photographer working across job types might want codes like PRT (portraits), PRP (property) so invoices are self-describing and easy to log and reconcile.
Nathan Mansfield 3 days ago
Custom Invoice Naming with Saved Prefix Presets
Let users define custom invoice naming schemes using saved prefix/code presets, rather than the fixed sequential format. For example, a photographer working across job types might want codes like PRT (portraits), PRP (property) so invoices are self-describing and easy to log and reconcile.
Nathan Mansfield 3 days ago
In Progress
Separate the time and the date on the exported data
Would probably be better if the time & dates are separated into different columns when you export the timetracking data.
Bryan Valentino 7 days ago
In Progress
Separate the time and the date on the exported data
Would probably be better if the time & dates are separated into different columns when you export the timetracking data.
Bryan Valentino 7 days ago
Separate Company Name and Contact Name on Customers
Split the single Customer Name field into two: a company name and a contact person's name. Today there's one field, so users have to choose between invoicing "Mutagent Inc." or the person they actually deal with, rather than capturing both. Most B2B invoicing is addressed to a company but sent to a specific person. Having both would let the invoice show the company in the bill-to block with the contact named alongside it, and let email greetings and merge tokens use the person's name rather than the company's.
Summer Lambert 8 days ago
Separate Company Name and Contact Name on Customers
Split the single Customer Name field into two: a company name and a contact person's name. Today there's one field, so users have to choose between invoicing "Mutagent Inc." or the person they actually deal with, rather than capturing both. Most B2B invoicing is addressed to a company but sent to a specific person. Having both would let the invoice show the company in the bill-to block with the contact named alongside it, and let email greetings and merge tokens use the person's name rather than the company's.
Summer Lambert 8 days ago
Continue the timer for tasks & add hourly rates when you add a project or client
Would be nice if you have these features: - add the ability to add hourly rates per project. - Show total hours per project and total expected earnings. - Add the ability to continue the timer of a tracked task or just repeat tracking an old task.
Bryan Valentino 21 days ago
Continue the timer for tasks & add hourly rates when you add a project or client
Would be nice if you have these features: - add the ability to add hourly rates per project. - Show total hours per project and total expected earnings. - Add the ability to continue the timer of a tracked task or just repeat tracking an old task.
Bryan Valentino 21 days ago
Completed
Request to disable auto-collapsing left panel
The customer reported that the left panel (sidebar) auto-collapses, which they find annoying. The bot explained that the panel's state is stored in a functional cookie, and it may revert to default if cookies are cleared or disabled. There is currently no UI toggle to permanently lock the sidebar. The customer requested a toggle feature. The bot confirmed no existing feature request but shared the feedback with the product team. An admin acknowledged the feedback, stating that while auto-collapse was intended to maximize view on certain pages, they agree it shouldn't be forced and will remove the automatic collapsing shortly.
Christian Stangerup about 1 month ago
Completed
Request to disable auto-collapsing left panel
The customer reported that the left panel (sidebar) auto-collapses, which they find annoying. The bot explained that the panel's state is stored in a functional cookie, and it may revert to default if cookies are cleared or disabled. There is currently no UI toggle to permanently lock the sidebar. The customer requested a toggle feature. The bot confirmed no existing feature request but shared the feedback with the product team. An admin acknowledged the feedback, stating that while auto-collapse was intended to maximize view on certain pages, they agree it shouldn't be forced and will remove the automatic collapsing shortly.
Christian Stangerup about 1 month ago
On Device Notification
Currently, notifications only appear within the app without any alert, meaning users have to open it to check them. It would be great to introduce an on-display, on-device notification system—if possible—similar to how emails notify you.
iSmartTinting about 1 month ago
On Device Notification
Currently, notifications only appear within the app without any alert, meaning users have to open it to check them. It would be great to introduce an on-display, on-device notification system—if possible—similar to how emails notify you.
iSmartTinting about 1 month ago
Completed
Add tax info/identifiers for customers/organizations
eg GSTIN, PAN etc keep this label:value instead of fix fields cuz these changes based on users need/regions
John Bromley about 1 month ago
Completed
Add tax info/identifiers for customers/organizations
eg GSTIN, PAN etc keep this label:value instead of fix fields cuz these changes based on users need/regions
John Bromley about 1 month ago
Completed
Ability to move invoices to different project or remove from project
Right now after an invoice is created under a project there is Move to different project or simply remove from that project
John Bromley about 1 month ago
Completed
Ability to move invoices to different project or remove from project
Right now after an invoice is created under a project there is Move to different project or simply remove from that project
John Bromley about 1 month ago
Completed
Duplicate Invoice button
A button that will duplicate the content of the invoice Make a new draft invoice immediately OR take to create invoice page filled with data
John Bromley about 1 month ago
Completed
Duplicate Invoice button
A button that will duplicate the content of the invoice Make a new draft invoice immediately OR take to create invoice page filled with data
John Bromley about 1 month ago
Completed
Preview of invoice
It is possible to have larger preview of invoice when looking into customer profile/ in invoices tab and when invoice generated, to enlarge for easy view.
iSmartTinting about 1 month ago
Completed
Preview of invoice
It is possible to have larger preview of invoice when looking into customer profile/ in invoices tab and when invoice generated, to enlarge for easy view.
iSmartTinting about 1 month ago
Planned
Adding variables into Items input
Each month I send invoice to customer which says “Consulting work {{month}}” for example: Consulting work May Consulting work June I can’t use the recurring invoice feature because the month is not dynamic. Id like to see option to add variables to the Items input so I can select things like Month.
John Bromley about 2 months ago
Planned
Adding variables into Items input
Each month I send invoice to customer which says “Consulting work {{month}}” for example: Consulting work May Consulting work June I can’t use the recurring invoice feature because the month is not dynamic. Id like to see option to add variables to the Items input so I can select things like Month.
John Bromley about 2 months ago
HoneyBill AI chat history
Captures: All conversations between users and the HoneyBill AI assistant. User questions/commands (e.g., "Create an invoice for client X", AI responses and guidance. Transactional commands or confirmations provided through the chat. Potential error messages or troubleshooting steps. Purpose of Maintaining Chat History: Reference: Allows users to revisit previous instructions and answers to avoid repeating queries. Accountability: Tracks who asked what and when — useful for auditing and internal reviews. Learning: Helps in improving the AI’s responses by analyzing past interactions. Support: Facilitates support teams in understanding user issues based on prior conversations. Ability to delete/ clear history when needed.
iSmartTinting about 2 months ago
HoneyBill AI chat history
Captures: All conversations between users and the HoneyBill AI assistant. User questions/commands (e.g., "Create an invoice for client X", AI responses and guidance. Transactional commands or confirmations provided through the chat. Potential error messages or troubleshooting steps. Purpose of Maintaining Chat History: Reference: Allows users to revisit previous instructions and answers to avoid repeating queries. Accountability: Tracks who asked what and when — useful for auditing and internal reviews. Learning: Helps in improving the AI’s responses by analyzing past interactions. Support: Facilitates support teams in understanding user issues based on prior conversations. Ability to delete/ clear history when needed.
iSmartTinting about 2 months ago
Predefined Payment Terms (Net 15, Net 30, etc.) Per Customer or Invoice
Support predefined payment terms (Net 15, Net 30, Net 60, Due on Receipt, etc.) at customer and invoice level. Setting a default term on a customer auto-populates the due date on every invoice raised for that customer, calculated from the invoice date. Today the due date is set manually as a calendar date on each invoice. Predefined terms remove the need to calculate the date each time and keep terms consistent per customer relationship.
John Bromley about 2 months ago
Predefined Payment Terms (Net 15, Net 30, etc.) Per Customer or Invoice
Support predefined payment terms (Net 15, Net 30, Net 60, Due on Receipt, etc.) at customer and invoice level. Setting a default term on a customer auto-populates the due date on every invoice raised for that customer, calculated from the invoice date. Today the due date is set manually as a calendar date on each invoice. Predefined terms remove the need to calculate the date each time and keep terms consistent per customer relationship.
John Bromley about 2 months ago
Customer-Assigned Tax Rates
Assign a default tax rate to each customer so the correct rate is applied automatically when invoicing them, rather than entering it manually each time. Also support marking customers as tax-exempt so no tax is applied to their invoices. Particularly relevant for US sales tax (where rates vary by county/state and customer location determines the applicable rate) and any other jurisdiction where tax is customer-specific rather than business-specific. Complements the existing per-line-item tax entry, which handles taxable vs non-taxable items, while this entry handles the customer-level rate assignment.
John Bromley about 2 months ago
Customer-Assigned Tax Rates
Assign a default tax rate to each customer so the correct rate is applied automatically when invoicing them, rather than entering it manually each time. Also support marking customers as tax-exempt so no tax is applied to their invoices. Particularly relevant for US sales tax (where rates vary by county/state and customer location determines the applicable rate) and any other jurisdiction where tax is customer-specific rather than business-specific. Complements the existing per-line-item tax entry, which handles taxable vs non-taxable items, while this entry handles the customer-level rate assignment.
John Bromley about 2 months ago
Edit Invoice Number Per Invoice
Let users edit the invoice number on individual invoices, not just set a starting number for the workspace. Useful when migrating from another invoicing system that has gaps in the sequence, when matching invoice numbers to an external numbering scheme (e.g. QuickBooks Desktop), or when an invoice needs to be reissued with a specific number. Today the starting invoice number can be set, but individual invoices follow the auto-incremented sequence without an option to override.
John Bromley about 2 months ago
Edit Invoice Number Per Invoice
Let users edit the invoice number on individual invoices, not just set a starting number for the workspace. Useful when migrating from another invoicing system that has gaps in the sequence, when matching invoice numbers to an external numbering scheme (e.g. QuickBooks Desktop), or when an invoice needs to be reissued with a specific number. Today the starting invoice number can be set, but individual invoices follow the auto-incremented sequence without an option to override.
John Bromley about 2 months ago
Toggle Stripe Payment Methods Per Invoice or Customer
Let users control which Stripe payment methods (credit card, ACH, etc.) are available on a per-invoice or per-customer basis, rather than having all Stripe methods enabled across all invoices. Common use case: high-value invoices where users want ACH-only to avoid card processing fees, while still allowing credit card on smaller recurring invoices. Today there's no way to toggle this without going into Stripe settings directly.
John Bromley about 2 months ago
Toggle Stripe Payment Methods Per Invoice or Customer
Let users control which Stripe payment methods (credit card, ACH, etc.) are available on a per-invoice or per-customer basis, rather than having all Stripe methods enabled across all invoices. Common use case: high-value invoices where users want ACH-only to avoid card processing fees, while still allowing credit card on smaller recurring invoices. Today there's no way to toggle this without going into Stripe settings directly.
John Bromley about 2 months ago
Upload Custom Icons for Payment Methods
Let users upload a custom icon or logo for each payment method so the payment page shows branded visuals (e.g. Interac for Canadian e-Transfer, PayNow for Singapore, regional bank logos) rather than a generic icon. Particularly useful for the "Custom payment" type, where the underlying method isn't a known platform with a default logo, and for region-specific payment options that customers recognise by their brand.
John Bromley about 2 months ago
Upload Custom Icons for Payment Methods
Let users upload a custom icon or logo for each payment method so the payment page shows branded visuals (e.g. Interac for Canadian e-Transfer, PayNow for Singapore, regional bank logos) rather than a generic icon. Particularly useful for the "Custom payment" type, where the underlying method isn't a known platform with a default logo, and for region-specific payment options that customers recognise by their brand.
John Bromley about 2 months ago
Rename Payment Methods with Custom Labels
Let users set a custom customer-facing label for each payment method. For example, displaying "Stripe" as "Credit Card" or "Card Payment" on the payment page, since end customers don't always recognise the underlying processor name. Should apply to all payment method types (Stripe, custom payment, bank transfer, etc.) without affecting the underlying integration or how the method works.
John Bromley about 2 months ago
Rename Payment Methods with Custom Labels
Let users set a custom customer-facing label for each payment method. For example, displaying "Stripe" as "Credit Card" or "Card Payment" on the payment page, since end customers don't always recognise the underlying processor name. Should apply to all payment method types (Stripe, custom payment, bank transfer, etc.) without affecting the underlying integration or how the method works.
John Bromley about 2 months ago