You can now specify extra email addresses—at both the account and client level—to automatically receive notifications for proposals, client requests, and invoices

Why you’ll love it:

• No more missed updates: Ensure your finance, billing, or operations teams get notified instantly, every time
• Seamless client collaboration: Let your clients add accounting or receipts emails for smoother workflows
• Fewer manual steps: Notifications go straight to the right inboxes—no need for manual forwarding

Head to Settings > Emails and Reminders to set it up

You can now connect your existing cloud storage—like Google Drive and SharePoint—directly to Cone. Manage, organize, and access all your client files and uploads within your preferred platform, keeping everything in sync and secure

Why you’ll love it:

• Centralize your files: Seamlessly connect Google Drive or SharePoint and keep all your documents in one place
• Automatic organization: Let Cone create and manage client folders for you, or map to your existing folder structure
• Frictionless sharing: Instantly embed and share files from your storage in proposals and templates—no more manual uploads
• Client-friendly: Clients can upload files via the portal, with everything syncing straight to your mapped folders
• Full control: Easily manage or disconnect integrations whenever you need.

Get started by heading to Settings > Integrations

We’re excited to introduce the Surcharge Fee feature in Cone - designed to help accounting and bookkeeping firms take control of credit card processing costs and boost profitability.

It's available for firms in the US, Canada, and Australia

Key benefits

• Easy setup: Enable surcharges in just a few clicks within your billing settings - no complex configurations required
• Automatic application: The surcharge fee is automatically added for both single and recurring payments, saving you time and manual effort
• Transparent for clients: Surcharges appear as a separate line item in proposals and invoices, keeping everything clear and compliant

• Recover lost revenue: Offset the impact of credit card processing fees and protect your profit margins-especially valuable for higher-ticket invoices

See it in action below 👇

Why use surcharge fees?

Credit card processing fees can quickly erode profits, particularly for firms handling large or frequent transactions. By enabling surcharge fees, you ensure that those who choose the convenience of credit card payments cover the associated costs, allowing your business to remain competitive without raising prices across the board

Hi there,

With Custom fields, you can now tailor Cone to fit your unique business needs by adding personalized data fields to any entity—whether it’s contacts, projects, deals, or more. Effortlessly capture and organize the information that matters most to you, filter and report on your custom data, and even personalize proposals with dynamic placeholders

Why you’ll love custom fields:

• Store and track information unique to your workflow, beyond default fields
• Filter, search, and segment your data using your own criteria
• Personalize proposals and emails by auto-filling custom data
• Adapt Cone to your business processes for greater flexibility and efficiency

Learn more about custom fields here

Experience a new level of control and personalization in Cone—get started with custom fields today!

Hey there,

We’ve enhanced how invoice numbers work when using Cone with QuickBooks Online (QBO) — giving you better control and flexibility to match your accounting preferences

🎯 Choose how invoice numbers are managed
By default, Cone uses QBO’s invoice numbers. But now, you decide how your invoices get numbered

✅ Three flexible ways to manage invoice numbers

1. Use QBO’s auto-generated numbering (default)
   — Let QBO handle the invoice numbering automatically based on your predefined sequence
2. Use QBO’s custom transaction number setting
   — Enable custom transactions numbers in QBO and manually assign numbers there. Cone will pick up and sync the updates automatically
3. Let Cone generate invoice numbers
   — Prefer to manage your numbering directly in Cone? Enable this, and Cone will create invoice numbers that sync directly to QBO

🔄 Automatic syncing
Once set up, invoice numbers are kept in sync—whether updated manually in QBO or generated through Cone

📌 Why this matters

• Align invoice management with your accounting preferences
• Avoid duplicated or missing invoice numbers
• Keep both systems up to date with real-time invoice number syncing

Hey there,

Cone's proposal PDF customization feature ensures your exported proposals are:

• Tailored to your style and structure needs
• Easy to read and visually clear for your clients
• Consistent across different projects

Whether you're preparing a detailed breakdown or a high-level overview, you'll be able to adjust how sections are displayed — all without leaving the editor

You can now use your custom email for client notifications and reminders. This is ideal for enhancing your client communications with a personal touch and ensuring your brand shines through every email sent

Why it’s a must-have:

• Boosted client trust: Emails from your recognizable address increase open rates and responses
• Seamless brand experience: Consistently deliver your brand’s look and feel directly in your client's inbox

👀 See It in Action Watch the Tour Here

Hi there,

Streamline your payments with our GoCardless integration

Learn more about connecting GoCardless to enhance your billing process. For a guided walkthrough, book a call with us