Changelog Cliento

Dates and numbers formatted the same way across the dashboard, PDFs, e-mails and reports (no more mix of en-US and fr-FR formats)

Error monitoring: unexpected errors are reported automatically (without client data or secret links) so they are fixed faster

Tax name (VAT, GST, Sales tax, IVA…) and optional default rate, pre-filled on new quotes, invoices, recurring invoices and payment links

Optional tax note printed on invoices without tax, set in your profile (no more country-specific mention by default)

Neutral labels everywhere: Subtotal, Total, VAT, Qty — on PDFs, dashboard and templates

Registration number replaces SIRET in your profile and on PDFs

Fully English interface: the last French texts in buttons, emails and messages are gone

Currencies: EUR, USD and GBP, same list everywhere

Discount per line on quotes, invoices and recurring invoices: percentage or fixed amount, applied before tax and shown on PDFs, public pages and Stripe payments

Unit on every line (hours, days, pcs, pages… or any text), shown on PDFs and public pages

Quantity on a line must now be greater than 0 (use the line discount instead of a zero quantity)

Payment details: one free text box (bank account of any country, Wise, mobile money…) printed on the invoice PDF

Custom payment link (Solo/Pro): a "Pay online" button next to Stripe and PayPal on invoices and milestone payments

Configurable invoice numbering: prefix, year in the number or not, next number, and your time zone for the year

One invoice sequence per account: payment-link invoices now share it, and a number is never reused

Default payment terms and footer (profile), copied onto each new quote and invoice and editable on every document

Partial payments: record several payments on an invoice, see the balance due everywhere, automatic Paid status when settled

Automatic reminders now ask for the balance due, tax included

Cancel an invoice without deleting it: keeps its number, PDF stamped CANCELLED, milestones released for re-invoicing

Credit notes: issue a real credit note linked to a paid invoice, with its own number, a negative amount and a PDF

New webhook events: invoice.payment_recorded and invoice.cancelled; invoice.paid and quote.accepted now include amounts and currency (Pro)

Quote PDF redesigned with the invoice layout: logo, legal details, client address and tax number, payment terms and footer

Client e-mail no longer printed on quote and invoice PDFs

Legal form is now a free field with suggestions

Credit notes can be sent to your client by e-mail or shared with a public link; analytics and reports are net of credit notes

New webhook events: credit_note.created and invoice.payment_deleted

The client tax number is named after your tax name (GST number, VAT number…) on the client form and the CSV import

"CN" is reserved for credit notes and can no longer be used as an invoice prefix

Unpaid totals, forecast and annual report count only what is still due on partially paid invoices

Deleting a draft invoice releases its milestones so they can be billed again

Fixes: thousands separators in PDF amounts, the "Download the invoice PDF" button on the public invoice page, and invoice list errors

New "Client reminders" settings in your profile (Solo & Pro): turn automatic reminders off, or choose how long to wait before the first one (1 to 30 days, 3 by default)

Automatic reminders follow a clear schedule for milestones awaiting validation, unanswered quotes and overdue invoices — never more than 3 automatic reminders per item

New "Remind client" button on a milestone waiting for validation: send a reminder yourself whenever you want once the automatic ones have stopped (one per 24 hours)

Quote reminders now count from the day you send the quote — editing a sent quote no longer delays them

Weekly email alert when a client's score drops by 2 points or more (Pro), without doubling up with the client risk alert

Recurring invoices: if your plan no longer includes them, the subscription is paused instead of being silently skipped, and you can reactivate it once you are back on Solo or Pro

Delete a project from its page: Cliento shows what blocks the deletion (invoices, billed milestones) or exactly what will be removed

Outbound webhooks (Pro) now fire on every path: marking an invoice as paid from the dashboard, validating or paying a milestone from the client portal, converting a quote into a project, changing a project's status

Outbound webhook URLs pointing to private or internal addresses are now refused

More reliable payment confirmations from Stripe, Lemon Squeezy and Paddle: duplicate or late notifications are ignored, and delayed payment methods are confirmed once the money arrives

Public invoice links can no longer be used to mark an invoice as paid

Passwords: new passwords need at least 8 characters, and changing your password is limited to 5 attempts every 10 minutes

Clicking "Accept" twice on a quote no longer sends duplicate emails

AI recommendations and client suggestions now run on Google Gemini by default, with a fair-use limit of 20 AI generations per day and per account — identical requests reuse a recent result for up to 6 hours

Early users: you now receive an email about a week before your free Solo or Pro access ends, and if you go back to Free your invoice quota restarts from that day instead of counting your whole history

Completed projects are final: a completed project can no longer be reopened, and completing it generates the final invoice on every plan

Once a milestone is invoiced, its status is locked — from the client portal as well as from your dashboard

Stripe milestone payments are now verified with Stripe before a milestone is marked as paid

PayPal milestone payments: coming back from PayPal no longer marks the milestone as paid on its own — you receive an email and confirm the payment yourself

Client portal: request limits against abuse on viewing, decisions, comments and payments, and a portal link can only act on its own project

Website and PayPal link fields no longer accept unsafe links

Plan limits are now enforced on Appointments, Recurring Invoices, Templates and Accounting

Invoice numbers only need to be unique within your own account, and email addresses are no longer case-sensitive when you sign in, register or reset your password

Outbound webhooks (Pro): resend a failed delivery from the "failed deliveries" panel in Settings, and subscription events can now be selected when creating a webhook

Fixes: creating a project without dates, a quantity of 0 on quotes and invoices, "Validate & send to client" not sending the email, and project or template windows that could not be clicked

Client profile: invoices and quotes can be displayed, edited, deleted and created again, appointments no longer show up on the wrong client, and the timeline updates immediately

Updated privacy policy (Moroccan data protection law) and a corrected plan comparison on the pricing page

New Appointments section in the dashboard: view all upcoming and past appointments at a glance

Stats overview: total, upcoming, completed and cancelled appointment counts

Search by title, client, company or project — combined with status and period filters (today, this week, upcoming, past)

Schedule a new appointment from the global Appointments page or directly from a client's profile

Each appointment card shows date, time, location, linked client and project

Export any upcoming appointment to Google Calendar or download as an .ics file

Delete an upcoming appointment with a single click — past and completed appointments are protected

Appointments visible on the client detail page, filtered to that client

New Recurring Invoices section in the dashboard (Solo & Pro)

Choose a frequency: monthly, quarterly or yearly — the invoice is generated and sent automatically each cycle

Set a payment due delay (e.g. 30 days) applied to every generated invoice

Pause or resume a recurring config at any time without deleting it

Each generated invoice appears in your Invoices list and is sent to the client by email, just like a manual invoice

Full traceability: last run date and next scheduled date visible on each config card

Two-factor authentication (2FA): secure your account with an authenticator app (Google Authenticator, Authy…) from your profile settings

Confirmation dialog before deleting a client, showing linked projects, invoices and quotes — option to archive instead if deletion is blocked

Confirmation dialog before deleting an invoice, quote, project comment, template or webhook — no more abrupt browser pop-ups

Clear success or error message after sending an invoice, marking it as paid, or converting a quote into a project

Clear error message if a quote's PDF export or email send fails, instead of failing silently

Same safety net extended to account login, sign-up, invoice and quote creation, payment links, and the client portal — you'll always know if an action succeeded or failed

Search bar to quickly find a client by name, company or email

Search and status filters (draft, sent, paid, accepted...) on invoices and quotes

Clear "no results" message when a search or filter doesn't match anything

Dialogs are now keyboard-friendly: close with Escape, click outside to dismiss, and Tab stays within the dialog instead of jumping to the page behind it

Kanban project view with drag-and-drop between status columns (Solo/Pro)

Toggle between List and Kanban view persisted in localStorage

Automatic status messages sent to the client portal when a milestone is created or validated (all plans)

Customizable message templates per event type with variable substitution (Solo/Pro)

System messages displayed with distinct amber style in the client portal timeline

CSV client import with dry-run preview before writing to database (Solo/Pro)

Supported fields: name, company, email, phone, address, country, VAT number

Duplicate detection by email and per-row error reporting before confirmation

Standalone Stripe Payment Link without an attached project (Pro)

Fields: amount, currency, description, optional client, due date and VAT toggle

Automatic invoice creation at Sent status with Payment link badge in dashboard

Payment confirmation via Stripe webhook — invoice marked as Paid automatically

Email sent automatically on link creation with Pay now button

Resend link button available from the invoice list

Multi-project client portal: one permanent link per client aggregating all active projects (all plans)

No more one-token-per-project friction — share the client link once, valid for all future projects

Unified milestone timeline, validation buttons and comments across all active projects

Portal link regeneration to instantly revoke access if shared with the wrong person

Weekly portal inactivity reminder: in-app notification when clients haven't visited in 30 days (Solo/Pro)

Outbound webhooks: POST to any external URL on key events (invoice paid, milestone validated, quote accepted)

Configurable per event type, compatible with Zapier, Make, and custom backends

Payload signed with HMAC-SHA256 via X-Cliento-Signature header

Automatic retry with exponential backoff (3 retries) on delivery failure

3-month revenue forecast with visual breakdown (Collected, Secured, Probable, At-risk)

Smart revenue calculation combining invoices, milestones, and accepted quotes

Automatic alerts when a month shows no forecasted revenue

Edit milestones before client validation (title, description, due date, amount, auto-invoice)

Edit project templates directly from the dashboard (default templates remain read-only)

Client risk detection with score and actionable recommendations (Pro)

Risk badge in client list and detailed risk breakdown in client profile

Advanced accounting export compatible with Pennylane (CSV format)

Automatic VAT calculation (excluding / including VAT) based on your VAT rate

Export history to track all your accounting exports

Silent network error handling in notifications (no more console noise)

Stricter milestone validation to ensure data integrity

Reusable project templates (Solo/Pro)

Creation of templates with predefined milestones

Application of templates when creating projects

Duplication and deletion of templates

Default templates: Showcase website, Web application, Visual identity, System design, Strategic Audit, Digital Support

Automatic Monthly Report by Email (Solo/Pro)

Report sent on the 1st of the month at 8:00 AM

Includes revenue, projects, validation rate, top clients

HTML Email Template with CSS Graphics

Automatic User Filtering by Activity

Validated Milestone → Automatic Invoice (Solo/Pro)

Auto-invoice option on each milestone

Automatic Invoice Creation upon Client Validation

'Auto-invoice' Badge Visible on Milestones

AI Analytics Recommendations (Pro)

Dashboard Data Analysis (Conversion, Revenue, Projects)

Optimization Suggestions Based on Trends

Display in the Analytics Dashboard with Regeneration

Dedicated Client Profile with Chronological Timeline (Solo/Pro)

Unified Timeline: Milestones, Comments, Files, and Projects per Client

Insights Automatic: average budget, total revenue, frequency, frequent services (Solo/Pro)

Customer score evolution over time with linear graph (Pro)

Customer score degradation alerts via email (Pro)

AI-based follow-up and pricing suggestions based on customer profile (Pro)

Cliento News in the notification bell (all plans)

Visual separation of News and Activity in the notification panel

Individual and global marking of new items as read

Real-time payment status synchronization

Freelance email notification for each payment (Stripe)

Automatic PayPal reminders (cron job J+3)

'Pending confirmation' section on the invoice dashboard

Payment tracking (paidAt, paidVia fields)

Bank/IBAN details in the freelance profile

Bank details displayed on PDF invoices

Dedicated banking information section

Full dark mode integration

Intelligent Deadline Suggestion Based on History

Automatic Detection of Late Projects

Alert for silent clients

Automatically calculated client score (/10)

Client responsiveness badge

Creation of project-linked invoices

Payment status management (draft, sent, paid)

Automatic payment reminders

Professional PDF export of invoices

Custom email templates (Minimal, Professional, Modern)

Template selection in settings (Solo+)

Monthly and client revenue (Pro)

Accounting CSV export (Pro)

Custom domain support in emails (Pro)

Performance fixes (polling, plan cache, development memory)

Generate a quote

Accept → automatically creates the project

PDF Export of Quotes

Send Email Direct from Dashboard

Payment Tracking

File Upload & Validation

Improved Comments (author, date, avatar, deletion)

Polling Notifications

Automatic Reminder for Unanswered Quotes

Milestone Validation Email Automatically Includes the Next Step After Validation

Vercel + Neon deployment

Stripe integration (Solo and Pro plans)

Milestone payment (client-side 'Pay & Confirm' button)

Custom domain for the client portal (Pro plan)

Freelance profile page (name, logo, colors, email signature)

Analytics dashboard

Visual timeline for the client portal

Plan Restrictions

Full authentication with email verification

CRUD for projects, milestones, and tasks

Client portal without an account

Automatic email reminders

PDF export

Cliento branding