1. Time-based trigger automations

When creating an automation from scratch, select the new "Schedule" trigger and configure how often you want it to run: every month, every quarter, or a custom interval (e.g., every 2 weeks). Then choose who the action applies to: all clients, all companies, or specific internal users.

Example use cases:

• Create a task for all clients on the 1st of every month to upload their bank statements
• Send a quarterly reminder message to check in with clients
• Assign a feedback form to all clients every quarter

A few details:

• Automations fire at 8 AM in your local timezone
• You can set a custom start date and time if needed
• Supported actions include: create task, send message, upload files, assign contract, assign form, and update client/company
• If you pause a scheduled automation, restarting that automation will run on the next available scheduled time. You can change the start time on a paused automation to rerun it sooner on a new schedule.

2. Billing App: Introducing the New Payments Page

We've reorganized and consolidated the Billing App to make it easier to manage all your payment activities in one place.

What's changed:

The separate billing pages (Invoices, Subscriptions, Payment Links, Store, and Products) are now combined into a single page tabs. You'll find everything under one sidebar item instead of navigating between multiple pages.

What you'll see:

• Overview tab — A new home with balance info, payment metrics, and quick actions to create invoices, subscriptions, payment links, or a store
• Tabs for everything — Invoices, Subscriptions, Payment Links, Stores, and Services (formerly "Products") are now organized as tabs.
• Better empty states — Clearer guidance when you're getting started with each feature

No action needed on your part—your existing invoices, subscriptions, and payment links are all still there, just in their new home.