Built-in invoices, tax for India, the UK, the EU and the US, and AI agent run trees.

A new Invoices page lists every invoice with Outstanding and Overdue totals. Invoices are numbered per financial year when issued, and you can record payments, send a payment link for the balance, email the invoice or download a PDF titled for your market. Proposals, contracts, industry pack billing and billed time all create invoices, and clients see theirs under Invoices & payments in the customer portal.

Credit part or all of an invoice with a numbered credit note, or void an issued invoice. Credit notes appear on the account's Invoices tab, in reports and in accounting exports.

Worxley tells the invoice's owner when an invoice is 1, 7 and 14 days overdue, or on the days you choose, and can email your client a polite reminder with the payment link. Add your bank details in Configuration → Accounts → Tax and they print on invoices for clients who pay by transfer.

Invoices split GST into CGST and SGST (or UTGST) or IGST by place of supply, are titled Tax Invoice or Bill of Supply, and show the amount in words in lakh and crore. TCS on overseas tour packages follows the rate in force on the invoice date and checks the buyer's PAN.

Each invoice line is taxed by what you sell and who buys it: reverse charge when an EU business customer's VAT number checks out in VIES, the UK domestic reverse charge, and VAT for consumers in other member states through OSS, with your sales shown against the €10,000 threshold. Exempt lines print their legal basis, foreign-currency invoices show the VAT in your own currency, EU small businesses can apply their exemption, and EC Sales List and OSS return reports are ready each quarter.

Sales by state lists every state you have invoiced over the last 12 months, compares it with that state's economic nexus threshold and flags where you have reached it. Sales tax is charged only in the states you collect in.

Marketplace and payment settings show the gateways your country supports: Razorpay or Cashfree in India, and Stripe everywhere else. Without a gateway, invoices are still issued and emailed for payment by bank transfer, cash or cheque, and you record the payment when it arrives.

Each focus industry pack groups its records in the sidebar by job, such as Projects & Inventory and Construction & Handover in Real Estate, or Pre-sales & Bids and Agreements in IT Services. Rename and rearrange groups in Configuration → Custom Objects → Navigation, and add a group to any workspace. Line items such as claim lines and itinerary days now open from their parent record.

Real Estate adds Construction Milestones that raise construction-linked payment milestones, Cancellations & Transfers with forfeiture and refunds under each market's rules, and Maintenance Requests that tenants report in the Owner Portal. IT Services adds Resource Requests and Placements for staffing, and Professional Services adds Notices & Assessments.

Open any AI agent run to see it as a tree: what started it, each AI step, the tools it used, approvals, guardrails and the outcome. Click a step for its details, filter runs by outcome, channel and date, and re-run any run in Try it.

Build an agent that reads an account's invoices and emails an open invoice again as a payment reminder, waiting for your approval unless you let it act on its own. Agents and workflows can now start when an invoice becomes overdue.

Ask Copilot what you are owed, find overdue invoices, or draft, issue, email, credit and void invoices, with a Confirm step before anything is sent. It can also submit and approve timesheets, remind e-signers, look up consents and data requests, and explain what an agent run did. Each reply links to the record it changed.

Cancelling a trip, a property booking or another billing record cancels its payment links, credits what is unpaid, keeps any cancellation fee or forfeiture, and flags money to refund instead of crediting it silently.

Analytics → Revenue shows invoiced revenue and what is still outstanding, reports can use invoices as a source, and accounting exports include credit notes with one row per tax rate.

Configuration pages have clearer headers, consistent widths, settings cards that only show Save when something has changed, and labels that read as plain sentences. Global search and the Ctrl+K palette now find invoices, proposals and contracts.