# Billing & payments updates

> Workspace369 Billing & payments release notes, newest first: what changed, where to find it in the app and which plans include it.

Canonical: https://workspace369.com/changelog/area/billing/
Last updated: 2026-11-11

Workspace369 shipped 28 Billing & payments updates; the latest, on November 11, 2026, is [Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/).

[All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml)

1. November 11, 2026 Billing & paymentsClients & CRMClient portal [Send each client a monthly statement with their invoices, payments and costs](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/) Send a client one monthly statement from their screen: balances, payments, pass-through costs and spend against a monthly budget, with a page they can open. Send a monthly statement from the client's screenThe client opens a statement page on 369.dev[Read the release notes](https://workspace369.com/changelog/2026-11-11-monthly-owner-statement/)
2. November 10, 2026 Clients & CRMBilling & paymentsCalendar & booking [Set up a yacht management CRM in one step and price by the foot](https://workspace369.com/changelog/2026-11-10-yacht-management-setup-and-per-foot-pricing/) Set up a boat pipeline, vessel fields and lead sources in one step, then bill services by the foot on invoices and your booking page. Set up a yacht management CRM in one stepPrice boat services by the foot[Read the release notes](https://workspace369.com/changelog/2026-11-10-yacht-management-setup-and-per-foot-pricing/)
3. November 8, 2026 Billing & payments [See your usage in Tokens and message credits](https://workspace369.com/changelog/2026-11-08-usage-in-tokens-and-message-credits/) Your plan now shows exactly what you've used: Tokens beside the usage percentage, plus a message credits meter with its refill date. See what you've used in Tokens and message credits[Read the release notes](https://workspace369.com/changelog/2026-11-08-usage-in-tokens-and-message-credits/)
4. November 7, 2026 Billing & paymentsClients & CRM [Sell memberships through Square, and handle Square members’ requests](https://workspace369.com/changelog/2026-11-07-square-for-memberships/) Bill a new membership type through your own Square account, so the money lands there, and resolve freeze and cancel requests from members Square bills directly. Bill a membership type through SquareResolve freeze and cancel requests from Square members[Read the release notes](https://workspace369.com/changelog/2026-11-07-square-for-memberships/)
5. November 6, 2026 Billing & paymentsCalendar & booking [Take payments through your own Square account](https://workspace369.com/changelog/2026-11-06-take-payments-with-square/) Connect your own Square account so clients pay invoices, pay links and proposal deposits by card or Google Pay, and choose Stripe or Square for each payment. Connect your own Square accountChoose Stripe or Square for each paymentTake booking deposits through SquareRefund a Square card payment from the invoice[Read the release notes](https://workspace369.com/changelog/2026-11-06-take-payments-with-square/)
6. November 5, 2026 Billing & payments [Year-end income summary in Finance → Reports](https://workspace369.com/changelog/2026-11-05-year-end-income-summary/) Reports has a Year-end summary: what you were paid and what you spent in a year, by month, client and category, with PDF and CSV export. It is on every plan. See your year in one report and export it[Read the release notes](https://workspace369.com/changelog/2026-11-05-year-end-income-summary/)
7. November 3, 2026 Billing & payments [Save your terms once and edit them right from the invoice](https://workspace369.com/changelog/2026-11-03-save-your-terms-and-edit-them-from-the-invoice/) Keep your payment, cancellation and warranty terms in Settings, attach them to invoices and proposals, and edit them without leaving the invoice. Keep your terms in one placeEdit your terms from the invoice[Read the release notes](https://workspace369.com/changelog/2026-11-03-save-your-terms-and-edit-them-from-the-invoice/)
8. November 2, 2026 Billing & payments [Accounting reports move to one clear report page](https://workspace369.com/changelog/2026-11-02-reports-on-the-shared-report-page/) Profit & Loss, Balance Sheet, aging, tax, budget and profitability reports now share one report page, with chips along the top and Export CSV. Statements open on the new report pageAR Aging, AP Aging and Tax Summary on the same pageBudget vs Actual and profitability reports on the report page[Read the release notes](https://workspace369.com/changelog/2026-11-02-reports-on-the-shared-report-page/)
9. November 2, 2026 Billing & paymentsClients & CRMClient portal [Sell memberships and check members in](https://workspace369.com/changelog/2026-11-02-sell-memberships-and-check-members-in/) Create membership types, sell them with a pay link through your own Stripe, check members in at the front desk, and let members see their pass in the client portal. Build membership types from presetsSell a membership with a pay linkSee a member’s pass and payments, and change their planCheck members in at the deskMembers see their membership and pass in the portalSee check-ins in the Check-ins reportSee how your programs run in Programs & Sessions[Read the release notes](https://workspace369.com/changelog/2026-11-02-sell-memberships-and-check-members-in/)
10. November 2, 2026 Clients & CRMBilling & paymentsClient portal [Run coaching programs in Finance → Programs](https://workspace369.com/changelog/2026-11-02-run-coaching-programs/) Sell coaching in tiers, enroll a client with a coach and a pay link, and keep sessions and shared notes on their Program card. Clients see My program in the portal. Sell coaching in tiers and enroll clients with a coachBook sessions and share notes from the client's Program cardClients see My program in the portal[Read the release notes](https://workspace369.com/changelog/2026-11-02-run-coaching-programs/)
11. November 1, 2026 Billing & payments [Refund a card payment straight from the invoice](https://workspace369.com/changelog/2026-11-01-refund-a-card-payment-from-the-invoice/) Owners and admins can now refund all or part of a Stripe card payment from the invoice it paid, choose whether the invoice stays paid, and follow the refund to the card. Refund a card payment from the invoice[Read the release notes](https://workspace369.com/changelog/2026-11-01-refund-a-card-payment-from-the-invoice/)
12. November 1, 2026 Billing & paymentsWorkspace & team [Reports now opens with your key figures](https://workspace369.com/changelog/2026-11-01-reports-hub-at-a-glance/) The Reports page now starts with an At a glance strip of net income, cash, owed to you and to pay on Commander and up, then lists every report in a quiet two-column index. Reports opens with your key figuresCustomize Dashboard opens Home's editor[Read the release notes](https://workspace369.com/changelog/2026-11-01-reports-hub-at-a-glance/)
13. October 31, 2026 Billing & paymentsProposals & contractsCalendar & bookingClients & CRMWorkspace AIInbox & callsWorkflowsClient portalWorkspace & teamProjects, tasks & time [October 2026: Flash Pay, a new proposal builder, deeper booking and AI in your CRM](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/) Flash Pay, retainers and more ways for clients to pay; a new proposal builder with packages; deeper online booking; and CRM tools with AI lead scoring and setup. Get paid more ways: Flash Pay, payment methods, tips, retainers and autopayNo-show fees and tips for online bookingsA new proposal builder, pick-one packages and Write with AIPick a cover for your proposalGoogle events, Meet on every plan, no-show status and services on eventsDeeper online booking: approval by day, team members, limits, one-time links and a clearer setupSet up your CRM with AI and turn client notes into follow-upsAI lead scoring labels new requests hot, warm or coldAutoPilot chat, approvals for connected AI apps and the ChatGPT pluginClient emails in your brand, a calmer Emails inbox and AI writing helpReusable text messages with a default for each message typeWorkflows with decisions, drafts and project triggers, and webhooks on every planMessages on the client portal, and an easier way to style itAppointments on the client portalHide the Powered by Workspace369 creditA new Home, guided setup, linkable settings and clearer plan prompts[Read the release notes](https://workspace369.com/changelog/2026-10-31-october-2026-roundup/)
14. October 30, 2026 Calendar & bookingBilling & payments [Tips on online bookings and Flash Pay card payments](https://workspace369.com/changelog/2026-10-30-booking-and-flash-pay-tips/) Clients can add a tip when they pay for a booking online, and tips on in-person Flash Pay card payments are now kept with the payment. Tips on online bookingsFlash Pay card payments keep the tip[Read the release notes](https://workspace369.com/changelog/2026-10-30-booking-and-flash-pay-tips/)
15. October 29, 2026 Billing & payments [One Reports home for every report](https://workspace369.com/changelog/2026-10-29-reports-home/) Finance → Reports now lists every report in one place, with search and, where your plan includes them, headline figures on the main accounting reports. Every report in one place[Read the release notes](https://workspace369.com/changelog/2026-10-29-reports-home/)
16. October 29, 2026 Calendar & bookingBilling & payments [No-show fees for online bookings](https://workspace369.com/changelog/2026-10-29-no-show-fees/) Keep the client's card when they book, then charge the no-show or late-cancel fee they agreed to, right from the appointment. Save card at bookingCharge the fee from the appointment[Read the release notes](https://workspace369.com/changelog/2026-10-29-no-show-fees/)
17. October 25, 2026 Calendar & bookingBilling & paymentsWorkflows [One-time booking links, tips at invoice checkout and project workflows](https://workspace369.com/changelog/2026-10-25-one-time-booking-links-and-invoice-tips/) Send a booking link that works once, keep time free before each booking, let clients add a tip when they pay an invoice, and start workflows when a project is done. Booking links that work onceA buffer before each booking, and reminders you pick as chipsLet clients add a tip when they pay an invoiceWorkflows that start when a project is done, and a Create project step[Read the release notes](https://workspace369.com/changelog/2026-10-25-one-time-booking-links-and-invoice-tips/)
18. October 21, 2026 Billing & paymentsProposals & contractsCalendar & booking [Clients see your own thank-you page after they pay](https://workspace369.com/changelog/2026-10-21-after-payment-page/) After a client pays an invoice, pay link, proposal or booking, they now see your note and next-step buttons under the confirmation, with an optional redirect to your site. A note and next steps for clients right after they paySet it once for the workspace, change it per document[Read the release notes](https://workspace369.com/changelog/2026-10-21-after-payment-page/)
19. October 19, 2026 Workspace & teamBilling & payments [Locked features now show what they do, and unsaved work is easier to recover](https://workspace369.com/changelog/2026-10-19-upgrade-prompts-and-safer-drafts/) Locked features now show a preview and the plan that includes them, plan limits show your real usage and the next plan, and unsaved work is easier to recover. Every locked feature explains itself before you upgradeLocked reports and actions now say which plan has themHitting a plan limit shows your usage and the next stepUnsaved work stays quiet until it needs you[Read the release notes](https://workspace369.com/changelog/2026-10-19-upgrade-prompts-and-safer-drafts/)
20. October 18, 2026 Billing & payments [Flash Pay: take a payment on the spot with a QR code or a pay link](https://workspace369.com/changelog/2026-10-18-flash-pay/) Type an amount, turn your phone to the customer and let them pay by Apple Pay, Google Pay or card. Every Flash Pay becomes a paid invoice, with optional tips. Get paid by QR code, right where you areOr text and email a pay linkEach payment becomes a paid invoice, with optional tips[Read the release notes](https://workspace369.com/changelog/2026-10-18-flash-pay/)
21. October 18, 2026 Billing & paymentsInbox & callsProposals & contracts [Client emails now arrive in your brand, and signatures get a proper editor](https://workspace369.com/changelog/2026-10-18-client-emails-in-your-brand/) Invoice reminders, proposals, receipts and e-signature emails go out in your workspace's look from your mailbox, with a richer signature editor and a clearer reply box. Client emails in your own look, from your own mailboxChoose your email layout and signature cardA signature editor that does the work for youA reply box with a real Send button and shortcuts[Read the release notes](https://workspace369.com/changelog/2026-10-18-client-emails-in-your-brand/)
22. October 17, 2026 Billing & payments [More ways for clients to pay, and a redesigned invoice editor](https://workspace369.com/changelog/2026-10-17-more-ways-for-clients-to-pay/) Choose which payment methods clients see through your Stripe account, override them on a single invoice, and edit invoices in a cleaner tabbed editor. Choose how clients can pay you onlinePick the methods for one invoice and preview what your client seesA tabbed invoice editor with problems shown next to the field[Read the release notes](https://workspace369.com/changelog/2026-10-17-more-ways-for-clients-to-pay/)
23. October 11, 2026 Billing & paymentsProjects, tasks & time [Retainers that track every hour, and recurring invoices on autopay](https://workspace369.com/changelog/2026-10-11-retainers-and-recurring-autopay/) Run hour-bank, fixed monthly and prepaid retainers with a live hours meter, put repeat invoices on card autopay your clients agree to, and void unpaid invoices cleanly. Retainers with a live hours meterEvery retainer on one screenRecurring invoices on autopay your client controlsVoid an invoice that was sent but never paid[Read the release notes](https://workspace369.com/changelog/2026-10-11-retainers-and-recurring-autopay/)
24. September 30, 2026 Proposals & contractsBilling & paymentsClients & CRMWorkspace AICalendar & bookingProjects, tasks & timeWorkflowsClient portalWorkspace & team [September 2026: e-signature contracts, AutoPilot Today, client stages and branded portals](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/) Send contracts for e-signature, run your day from AI AutoPilot Today, track clients through stages, brand client portals, and rebuilt workflows, tasks and Settings. Contracts you send for e-signatureChange orders for accepted proposals and paid invoicesDesign the invoice page your clients openClient stages, follow-ups and a Requests form builderAI AutoPilot Today, Client Health and watches on money, projects and tasksA morning briefing and message sortingCreate calendar events by dragging, with Google Meet and guest invitesTasks, time tracking and files rebuiltWorkflows rebuilt with a table, templates, test runs and AI draftingClient portals in your brand, and a private portal for each clientInvite teammates and add seats in one placeSettings in groups with search, and text size per device[Read the release notes](https://workspace369.com/changelog/2026-09-30-september-2026-roundup/)
25. September 24, 2026 Billing & paymentsProposals & contracts [Design the invoice page your clients see, and track changes with change orders](https://workspace369.com/changelog/2026-09-24-invoice-page-design-and-change-orders/) Choose the template, palette and extras for your public invoice page, and change accepted proposals or paid invoices through approved change orders. Design the invoice page your clients openChange orders for accepted proposals and paid invoices[Read the release notes](https://workspace369.com/changelog/2026-09-24-invoice-page-design-and-change-orders/)
26. July 31, 2026 Calendar & bookingWorkflowsBilling & paymentsProjects, tasks & timeClients & CRM [July 2026: a rebuilt calendar, funnels, inventory tracking and workflows with test runs](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/) A rebuilt calendar, funnels that capture leads into your CRM, inventory with low-stock alerts, workflows that create tasks, and invoices with a live preview. A rebuilt calendar with week, month, day and team viewsWorkflows that create tasks and reminders, with test runs and logsBuild and publish funnels that capture leads into your CRMTrack stock with adjustments, low-stock alerts and a movement historyInvoices and proposals that look the part, with a live previewWeekly timesheets with approvals[Read the release notes](https://workspace369.com/changelog/2026-07-31-july-2026-roundup/)
27. June 30, 2026 Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM [June 2026: fine-grained team access, receipt scanning and notes that work like documents](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/) Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI. Invite teammates quickly and limit them to their own clientsBill tracked time on an invoice in one stepScan a receipt and get the expense filled inProposals get their own homeNotes with rich text, images and AI on the pageShare notes with teammates or publish one as a public link[Read the release notes](https://workspace369.com/changelog/2026-06-30-june-2026-roundup/)
28. April 30, 2026 Proposals & contractsClients & CRMBilling & paymentsInbox & callsWorkspace AIProjects, tasks & time [March and April 2026: a new proposal builder, intake forms and project profitability](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/) A visual proposal builder with deposits and tracking, several intake forms with an inbound API, profitability and AR aging reports, calls, and an AI knowledge base. Build several intake forms, each with its own design and follow-upA visual proposal builder with themes, deposits and trackingSee what each project earns and who owes you, by how late they areTexts, calls and voicemail next to your email, with transfer and analyticsTeach Workspace AI about your business with a knowledge baseA rebuilt products and services catalogFaster task boards: filter chips, search and kanban zoom[Read the release notes](https://workspace369.com/changelog/2026-04-30-march-april-2026-roundup/)

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