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