Build orders by chatting with BrIQ
Build an order by telling BrIQ what you need. Pick a customer in Create order and a chat opens beside the live order form, with every change shown as a before-and-after card. BrIQ also handles phased orders, quote expiry dates, and edits to existing drafts with Edit with AI.
Redesigned Reports dashboard
Available now to all usersThe new Reports dashboard follows your revenue from bookings to recurring revenue, invoiced, and collected, all on one page with a single period and currency filter. Every card explains what it counts, and clicking any bar or tile opens the records behind it.
Renewals dashboard
Available now to everyone using RenewalsRenewals now opens on a dashboard showing what’s renewing in the next 30 and 90 days, what’s terminating, and renewal value by month. Click any card, bar, or row to jump straight to those subscriptions.
A new way to update subscriptions
Update subscription now opens a dedicated page with a card for each type of change, plus BrIQ alongside to point you to the right one or draft the order for you. A Review change summary shows exactly what’s changing, and its effect on contract value, before you save.
Custom fields on orders
Collect the details you need, like an EIN or account ID, right on the order. Create fields under Settings → Custom fields, let reps pre-fill them, and have buyers complete them at checkout. Mark a field Required to share or Required to close to make sure it’s always filled in.
Quote expiry dates
Available now to all usersSet a Quote expires on date in the order builder to show buyers how long a quote is valid. The date appears on the order form and at checkout, and the orders list highlights quotes that are close to expiring.
Credit card limits
Steer large invoices toward lower-fee payment methods and keep smaller contracts on card. In your billing settings, turn off card above an invoice amount or require it under an annual contract value, and override either rule on a single order.
Sell unlimited quantities
Offer unlimited seats on a subscription line with Display as unlimited in the order builder. Buyers see “Unlimited” on the order form, checkout, and invoices, while pricing runs on the quantity you set.
Order phases
Contracts rarely stay the same from start to finish: prices change, seat counts grow, terms shift at renewal. With order phases you can now build an order in stages and customize each phase of the contract, all in one place.
Unmute an invoice
Muted an invoice and changed your mind? You can now unmute it. Worth knowing before you do: unmuting sends no new notifications, doesn’t sync to QuickBooks, and can’t be undone.
Xero integration
Connect your Xero account and invoices, payments, credit notes, and customers sync over automatically. Refunds are netted out, every sync is logged with a link back to the record in Xero, and Salesbricks stays the source of truth for tax so your ledger always matches what the customer was actually charged.
Invoice reminders
Let Salesbricks do the nudging. Under Settings → Notifications you can now set a reminder schedule for past-due invoices, and a new “almost due” email gives buyers a heads-up before the deadline, with a matching webhook and a refreshed notifications page.
Company setting for first invoice date
Some businesses bill the moment a customer signs; others wait for the contract to start. Set your company-wide preference once in finance settings (contract start date or signature/checkout date), and every new order follows it by default, with a per-order override when you need one.
Search your finance settings
Finance settings hold a lot of switches, and nobody remembers where they all live. The search bar in the left navigation now covers every field in Settings → Finance, and picking a result drops you on the right page with the field highlighted.
Redesigned share invoice flow
Available now to all usersSending an invoice now looks and works like sending an order, so there’s one flow to learn instead of two. You can also CC additional people and attach your own files.
Entitlements on the subscription page
Available now to all usersSubscription details now include an entitlements table, so what a customer is actually entitled to sits right alongside the rest of their contract terms.
Improved discount breakdowns
Available now to all usersA discount is only reassuring when the buyer can see the math. Order forms now show the discounted unit price directly, and buyer checkout breaks discounts down year by year so it’s clear what each period costs.Redesigned seller emails
Available now to all usersThe emails Salesbricks sends you now match the look of the ones your customers receive: consistent, easier to scan, and better looking.Improvements to plan drafts
Draft versions are now clearly marked on the plan details page, so there’s no mistaking what’s live and what’s still in progress. (Visible to admins only.)
Ramping on pre-commitment, overage rate, and discount for usage bricks
Multi-year usage deals rarely stay flat, so ramps now cover pre-commitment rates, overage rates, and discounts on usage bricks. Growth over the term is finally something you can price in up front.
Refund paid invoices as credits
Money going back to a customer doesn’t always need to leave your account. Refunds can now go to the credit pool for use against future invoices, alongside the usual Stripe refund.Refunds are also more prominent on the billing statement page, and any refund now returns the invoice to a due state so you can decide what happens next.
Improvements on muted invoices
Available now to all users“Muted” is now a proper, filterable invoice status. QuickBooks also gets a new toggle for whether muted invoices auto-sync: off by default for new sellers, with manual sync always available from the Billing page.
Overages on usage block pricing
Available now to all usersUsage bricks with block pricing no longer go quiet once they hit the ceiling. Exceed the cap, and additional usage bills as a per-unit overage at a rate you define, instead of silently capping at the top block’s flat fee.
Decoupled billing
Love Salesbricks but bill through a different system? You can now turn off billing altogether in your team’s finance settings, so new orders skip invoices, paywall links, and billing management entirely. Billing frequency and payment terms stick around as contractual terms on your order form.
Option to sell usage in dollars instead of units
Instead of committing your customer to a specific quantity of usage (1,000 pre-committed units per month), you can now set pre-committed usage as a dollar amount ($500 of usage per month). Pay-as-you-go, pre-commit, and overage rates are based on a percentage of the dollar amount.
Coupons that apply to individual bricks
Not every discount should hit the whole order. Duration discount coupons can now target specific bricks, so you can sweeten one line item without giving away the rest of the deal.
Improvements to adjustment credits
Adjustment credits used to raise more questions than they answered, so we broke them down per-invoice and per-brick in both order details and the order builder. A new drawer explains what the credit is, how it was calculated, and links back to the source invoice. You can edit adjustments manually there, too.
Order builder: searchable plans
If your catalog has outgrown a single scroll, you can now quickly search and filter plans in the order builder.
New webhook: subscription inactive
order.end and order.terminated never quite answered the question engineers actually care about: when is it safe to cut off service? The new subscription.inactive webhook fires only when service truly ends, with a reason of END_NO_RENEWAL or TERMINATED — and lands within seconds of a same-day termination.
New UI for managing usage
Fixing a bad usage entry no longer means filing a ticket. Edit or delete entries directly in the UI, with bulk edit and bulk delete for the bigger cleanups.
CC recipients on customer-facing emails
Add CC recipients to any customer-facing email, so buyer replies land with the right people on your side.