Invoice exactly what arrived
When goods arrive in more than one shipment, you can now bill your client for each shipment as it lands. This works for any purchase order, including ones you raised without a quote.
- Invoice Received Items on the purchase order page creates a draft invoice for everything you've received that isn't already on another invoice. You review the draft before anything is sent.
- A draft holds its goods. Received items on a draft invoice won't be billed again by a second click or a later shipment. Delete or cancel the draft to free them up.
- Partial shipments say so. If the invoice doesn't complete the customer's order, Current adds a sentence to the invoice memo saying the remaining items will be invoiced as they ship. You'll see that it was added, and you can edit or delete it before sending.
- Quote details come with it. When the purchase order came from a quote, the invoice takes the quote's title, notes and terms, the same as Convert to Invoice.
- The purchase order page shows what's been billed. A new panel lists every invoice for the order, and each line shows Received and Billed side by side.
- The invoice page shows how much of the order is billed. It also says when this invoice completes it. This banner is for you only and isn't printed on the invoice.
Track every delivery
The Receive screen now records how each shipment reached you.
- Attach packing slips as PDFs or photos, including iPhone and scanned images. You can attach more than one.
- Add delivery details for UPS, FedEx, USPS, DHL, freight, courier, customer pickup, email or another method. UPS, FedEx, USPS and DHL tracking numbers link straight to the carrier's tracking page.
- Email deliveries let you keep the licence files or saved emails that came instead of a box.
- You can add, change or remove deliveries and files on the receipt page after saving. Receipt files also appear on the vendor's Documents tab.
Tracking on your invoices
Invoices made from received goods carry the tracking for the shipments they bill. The invoice page and the invoice PDF show a Shipping section, with clickable tracking numbers. A second partial invoice lists only the new shipments. While an invoice is a draft you can edit its shipping details. Once it's sent, they're fixed. Packing slips and email files stay private and never appear on the invoice.
Quotes lock when you act on them
A quote now counts as Converted as soon as you create its first purchase order or invoice, rather than only once it's fully invoiced. That locks the quote, so the version your client approved can't change by accident.
- Create PO and Convert to Invoice stay available on a converted quote. Convert to Invoice bills only what hasn't been invoiced yet.
- Owners and admins can reopen a quote with Reopen quote. Creating another purchase order or invoice from it locks it again.
- Cancelling or voiding the quote's last invoice or purchase order now unlocks it and returns it to Sent, the same as deleting one already did.
Safer quote editing
- Saving a quote saves only the lines you changed. It no longer overwrites changes made at the same time elsewhere, for example through the Claude connection, and it keeps each line's section, notes, discount, vendor and margin settings.
- The margin you see is the margin that's saved, including on discounted lines.
- Owners and admins can edit a quote's lines at any stage, including after it's converted. Members still can't edit a locked quote.
Manage your team
In Settings → Team, owners and admins now have a menu for each member:
- Change role now works. You're only offered roles you're allowed to give.
- Remove from team asks you to confirm first. A removed member loses access straight away, even if they're still signed in.
- Admins can manage members and viewers, and can promote someone up to admin. Only an owner can make someone an owner, and an organization always keeps at least one owner.
Also in this release
- Invoice due dates come from payment terms. Converting a quote to an invoice no longer uses the quote's expiry date as the invoice's due date.
- Invoice memos are kept. A memo typed on a new invoice is saved, duplicating an invoice copies it, and you can now clear a memo completely when editing.
- Duplicating an invoice keeps its terms and conditions and footer. Before, the copy lost them. When you duplicate an invoice for a different client, the copy keeps the footer but leaves off the notes, memo and terms, so one client's details never appear on another client's invoice.