Require a customer before marking a deal Won or creating an invoice
A deal can no longer be marked Won, and an invoice can no longer be created, without a company or contact attached.
Fix · Growth ·
A deal can no longer be marked Won, and an invoice can no longer be created, without a company or contact attached. This prevents invoices with no customer listed.
September 2026 · Releases & improvements
Payroll now blocks runs when tax tables are missing or expired · Automations can now match any condition, not just all of them