What's new

Compliance and e-invoicing

• German e-invoicing — Added XRechnung and ZUGFeRD support for German entities, including validation, export availability, and document-state handling.
• Slovenian UJP packages — Added validated UJP package downloads built from e-SLOG output with routing and envelope checks.
• Stronger Slovenian e-SLOG validation — Document updates now validate Slovenian e-invoicing requirements more consistently before invalid changes are saved.
• Portugal and country compliance improvements — Hardened Portugal SAF-T requirements, improved country capability handling, and expanded country-specific documentation and examples.

Documents, PDFs, and exports

• Document rendering improvements — Added converted totals, safer text formatting with Markdown, better date/default behavior, and more consistent filenames for downloaded and shareable PDFs.
• Better duplicate and edit flows — Improved duplicate document previews, preserved translations and business-unit details, and fixed edge cases around document duplication and voiding.
• Spreadsheet export reliability — Hardened spreadsheet downloads and accounting export columns for clearer document, payment, and tax data.
• Revenue and reporting additions — Added deferred revenue reporting, financial categorization, and clearer API examples for document workflows.

Billing, white-label, and platform workflows

• Subscription billing fixes — Subscription invoices now use net pricing for tax calculation, support explicit billing entities, and exclude legacy migrated usage from plan limits.
• White-label analytics isolation — White-label PostHog tracking now routes through the resolved white-label configuration so customer analytics stay separated.
• White-label and onboarding improvements — Improved account onboarding guidance, white-label billing controls, invite routing, and support/admin flows.
• Biometric web login — Added passkey/biometric login support with origin-aware safeguards for white-label surfaces.

Integrations and automation

• Company directory suggestions — Customer creation now supports company directory suggestions for faster data entry.
• US tax-rate import automation — Added scheduled import infrastructure for US tax-rate lookup support.
• Zapier, Shopify, and order-flow hardening — Improved automation and order workflows, including duplicate Shopify payment prevention and Zapier document creation coverage.

Reliability and support fixes

• Fixed FURS outage handling, FINA storno tax buckets, credit-note positive value handling, account-context isolation, invitation routing, document list ordering, and narrow-screen document headers.

• Tightened release readiness checks, Sentry artifact verification, translation coverage, deployment checks, and API/web test coverage.

• Add company directory customer suggestions Show local company directory matches while users choose a customer for a document, so they can fill customer details from registry data without leaving document creation.

• Add PDF export by document IDs Allow exporting PDFs by passing specific document IDs instead of only supporting date range filtering. This gives users more precise control over which documents to include in a bulk PDF export.

• Add overage billing for subscription plans Implement automatic overage billing for accounts that exceed their included document allowance. Usage tracking is already in place — this task adds the actual charging mechanism, either via Stripe metered billing or manual invoicing at end of billing cycle.

• Add overdue notification settings UI The overdue notifications backend exists (API routes, service, cron job) but there's no frontend UI to configure notification settings per entity. Add a settings page to the web app for configuring overdue notification preferences: enable/disable, reminder schedule, email templates.

• Add e-commerce integration framework (Shopify, WooCommerce) Build a generic webhook receiver framework for e-commerce platforms. Start with Shopify and WooCommerce: order webhook processing, customer sync, discount handling, auto-invoice generation. Design as plugin architecture for easy addition of new platforms.

• Add delivery note document type Add delivery note as a new document type. Include packing list generation, link to invoice, and inventory deduction on finalization. Important for product-based businesses.

• Add support for invoice for advance Add support for invoice for advance

Add support for creating invoice for previously issued advance (related document) where the invocie needs to show the relation to the advance in terms of values and taxes and should support partial coverage where the invoice is larger, research how if needed

• Add linked document references to PDF renders Show linked document references on generated PDFs. When documents are linked (e.g., a credit note linked to an invoice), the PDF should display the relationship — such as "Credit note for Invoice #INV-001". This should work for all document linking combinations across dynamic document types (invoices, credit notes, estimates, advance invoices).

• Add EPC QR code support for invoices Add EPC QR code (EPC069-12) generation on invoices to enable one-scan SEPA credit transfers. Widely used in Germany and other SEPA countries. The QR code encodes beneficiary IBAN, name, BIC, amount, and payment reference so banking apps can pre-fill transfer details.

• Improve payment lifecycle for voided and advance documents Tighten how payments and allocations behave across edge-case document states. Teams can now edit manual payments on voided documents more safely, keep advance allocations sticky across related invoices, and rely on better balance behavior in adjacent accounting flows.

• Add recurring invoices automation Implement recurring invoice automation: frequency settings (daily, weekly, monthly, yearly), start/end dates, auto-generation on schedule, auto-send option, pause/resume capability. Critical for subscription-based businesses.

• Add related documents to document API responses Users cannot discover linked documents (e.g., auto-generated credit note after FURS invoice cancellation) via the API. The document_relations table exists and is populated, but there's no way to query it.

Two changes needed:

1. ?include=document_relations on all document GET endpoints — Add document_relations to includableRelations for invoices, credit notes, estimates, and advance invoices. When included, call documentRelationsService.findByDocument() and attach to the response. This is the general-purpose solution for navigating between linked documents.

2. Return created credit note info in the void/cancel response — When POST /invoices/{id}/void auto-generates a credit note for a FURS-fiscalized invoice, include the credit note ID/number in the response so the caller knows immediately without a second query.

Cleanup: Remove voided_invoice_id / voided_invoice_number from credit note metadata in the void service — metadata is user-editable and unreliable for this. Document relations are the canonical link.

• Fix credit notes to display negative values Credit notes should show negative values in both the document detail view and the document list. Currently the amounts appear as positive numbers which is incorrect for credit notes.

• Fix FURS real estate premise registration 500 error Fix a 500 error when registering a FURS real estate business premise. The issue is caused by missing duplicate name check before FURS API call and unhandled database unique constraint violations.

• Add order management module Order management module for e-commerce integrations. Receives orders from external systems (Shopify, WooCommerce, etc.) via webhooks, normalizes them into a single source-agnostic order model, and automatically processes them into invoices. Supports auto-invoicing for paid orders, payment tracking, order cancellation with invoice voiding, and reissue flows.

• Fix delivery notes list displaying in English The delivery notes list UI shows English text even when Slovenian is selected as the language. All UI elements should respect the user's language preference.

• Improve white-label and embed settings controls Refine partner-facing controls across white-label and embedded surfaces. This work adds safer default capability visibility, document-specific draft controls, standalone settings access for embedded flows, and better fiscalization prefills for hosted integrations.

• Add delivery notes without amounts Allow users to create delivery notes without prices or amounts. This is useful for documenting goods delivered when pricing is handled separately or not relevant to the delivery document.

• Improve list sorting and dashboard ordering Make list views and dashboard cards order data more predictably. Users now get reusable sortable table headers, consistent cursor-based ordering across lists, and dashboard widgets that better match the canonical list results they expect.

• Fix document list filtering bugs Several filtering issues affect document lists: status filtering is not working at all, and filter placeholder text appears in English regardless of the user's language.

• Fix broken breadcrumbs and slug-based navigation Breadcrumbs and slug-based navigation links are broken across the web app after a recent update. Clicking breadcrumb slugs (e.g. "Account" on Entities page) and action links (e.g. "View item" from Items page three-dot menu) leads to page not found errors.

• Improve invoice search with hint text The invoice number search field requires pressing Enter to execute the search, but there is no visual hint indicating this. Users may not realize they need to press Enter. Add a hint or implement auto-search as the user types.

• Improve PDF templates and preview stability Refresh the document rendering experience with a redesigned modern template and more reliable PDF pagination and preview parity. This work also tightens payment-sensitive preview refreshes and keeps public/shareable rendering aligned with document-facing locale rules.

• Add German e-invoicing support German entities can validate and export compliant XRechnung and ZUGFeRD electronic invoices, with country-specific settings and document-state handling.

• Add Slovenian UJP package downloads Slovenian entities can generate validated UJP package downloads with e-SLOG output and recipient routing checks for public-sector invoice workflows.

• Add biometric web login Users can sign in with supported passkeys or biometric credentials after enrollment, with safeguards for origin-specific white-label access.

• Improve subscription billing tax handling Subscription billing now calculates taxes from net plan prices, supports explicit billing entities, and excludes legacy migration usage from plan limits.

• Improve Slovenian e-invoicing validation Slovenian e-SLOG and UJP validation now runs consistently during document updates, with clearer validation behavior before invalid changes are saved.

• Add safe Markdown in document text Document notes and text fields can use a safe Markdown subset for formatting while preserving escaping for unsafe raw HTML.

• Improve duplicate document editing Duplicate document previews and edits now preserve customer flow, translations, business-unit details, and formatting more reliably.

• Allow API key PDF exports without email notification PDF export currently requires a user access token because it sends an email notification. API key users (including embedded app with entity tokens) should be able to initiate exports and receive the job ID to poll for status, without requiring email delivery.

• Unify date format across GUI and PDF Dates are displayed in different formats across the GUI and PDF. They should be unified to a consistent format (dd.mm.yyyy) throughout the application.

• Improve white-label analytics isolation White-label PostHog tracking now respects the resolved white-label configuration so customer-owned analytics are kept separate from Space Invoices analytics.

• Improve country compliance documentation Country compliance docs now include clearer Slovenia and Germany guidance, supported-country links, and country-owned examples.

• Improve spreadsheet export reliability Spreadsheet downloads and document export columns were hardened so exported accounting data is more consistent and easier to use.

• Add US tax rate import automation US tax rate lookup support now includes scheduled import infrastructure to keep tax-rate data current for supported lookup flows.

• Add signature field to delivery note PDF Delivery note PDFs currently have no place for the recipient to sign when accepting goods. Adding a designated signature area would make delivery notes suitable for use as proof of delivery.

• Improve document date and filename behavior Document date defaults, estimate valid-until display, shareable PDF filenames, and translated download filenames now behave more consistently.

• Add MCP server endpoint to API Developers can connect Space Invoices to compatible automation and assistant tools through an MCP endpoint. The same work also powers the public-facing integration surface used by the latest AI and docs workflows.

• Migrate uploads to object storage Uploads now use object storage, and backup configuration was updated to the new bucket so files are stored more durably and managed more consistently.

• Add Portugal invoicing compliance Portugal entities now use country-mandatory invoicing compliance, including ATCUD series, certified PDF output, SAF-T export, and strict lifecycle restrictions. The implementation follows the previously certified legacy behavior where it still matters legally, while fitting the new API and web app structure. It is ready for certification review and any final adjustments requested during that process.

• Improve recurring invoice editing and delivery visibility Make recurring invoices easier to manage by letting users edit saved schedules directly and by surfacing delivery timing details in list views. This also finishes locale coverage for the recurring dialogs.

• Add white-label capability and visibility controls White-label operators can now control more product capabilities and document action visibility per deployment, with safer handling for non-billing subscriptions and branded document titles.

• Improve public document share page parity Public document links now render more consistently with saved documents, including better locale handling, preview behavior, and safer persistence rules for shared flows.

• Add Slovenia non-VAT-subject tax profile option Support a Slovenian non-VAT-subject tax profile across entity settings, generated SDK/schema artifacts, and yearly tax export flows. This keeps local tax-profile handling aligned between configuration and reporting.

• Add FURS internal act downloads Users can now download the required FURS internal act in both PDF and DOCX format before enabling Slovenian fiscalization. The generated document reflects the current active premises, devices, and invoice numbering rules from their FURS setup.

• Add bulk e-SLOG ZIP export Add bulk e-SLOG ZIP export for invoices, estimates, and credit notes. This lets supported Slovenian entities export valid e-SLOG XML documents in bulk from the API, export page, and document lists while skipping invalid documents and reporting skipped counts.

• Add financial categorization for revenue analytics Businesses can group invoice revenue with reusable income categories and review revenue by category in analytics and exports. Saved items can carry a default category, and document lines can override it when needed.

• Add document content translations for renders Users can save translated document copy for notes, terms, signatures, footers, and line items. When a document is rendered with an explicit non-default language, the translated content replaces the default saved content if available while existing locale and formatting rules stay unchanged.

• Add estimate and proforma invoice variants Estimates will support standard estimate and proforma invoice variants without adding a new top-level document type. This updates API contracts, rendering, and email behavior so localized estimate documents can display as Ponudba/Ponuda or Predračun as appropriate.

• Add white-label subscription coupons Support saved coupon codes for white-label subscriptions so operators can apply recurring discounts to monthly or yearly plans and keep those discounts visible in billing settings.

• Improve account and app onboarding guidance Account and app landing pages now explain live vs sandbox context more clearly, show better next-step actions, and make white-label onboarding guidance easier to follow.

• Add Zapier document creation integration Launch a Zapier integration for creating Space Invoices documents from external workflows. This also covers the initial auth/base-url defaults and launch/docs wiring so the integration is usable without manual setup fixes.

• Add UBL invoice generation module and XRechnung/ZUGFeRD exports Build reusable EU-wide UBL 2.1 invoice XML generation module, then layer XRechnung (German CIUS) and ZUGFeRD on top. UBL is the EU standard (EN 16931) used across multiple countries — each country adds a CIUS with country-specific rules. Architecture is modular: base UBL generator, country CIUS layers, and export format adapters.

Germany timeline: B2G mandatory now, B2B receiving mandatory since Jan 2025, B2B sending phased 2026-2028.

This is the Germany MVP's biggest piece but the UBL module will serve future country expansions (France Factur-X, Italy FatturaPA, Peppol, etc.).

• Add UJP package export for Slovenian e-invoices Add a separate Slovenian e-invoice export mode that prepares a UJP-compatible package alongside the standard e-SLOG XML download. This should help users prepare complete invoice delivery bundles with envelope and visual attachments when their workflow or recipient requires it.

• Add biometric login support Let web app users sign in with device-backed biometric authentication where supported, reducing friction while preserving the existing email/password login path.

• Fix shareable PDF filenames PDF downloads from public shareable document links should use the same readable, localized filenames as authenticated document downloads.

• Improve fiscalization enablement for integrations Make FURS and FINA enablement safer for entities that already use order integrations. When fiscalization is enabled, the setup should collect the required operator defaults and assign a business premise and device to all existing integrations so later order processing uses compliant defaults.

• Fix invoice editor feedback issues Improve invoice editing so notes and signatures keep formatting, line items stay in the user's chosen order, customer invoice history is easy to find, and customer search is clearer.

• Fix refunded Shopify orders voiding invoices Automatically cancel issued documents when a Shopify order is fully refunded or returned, while leaving partial refunds untouched. This keeps imported order state aligned with actual checkout reversals and existing country-specific cancellation flows.

• Add linked document number below credit note number Show the original linked document number below credit note numbers in the app and PDF output so customers can clearly see which invoice a credit note refers to.

• Fix blank optional unit cells in PDF templates PDF line-item tables now leave optional unit cells blank when a row has no unit. This keeps customer-facing documents cleaner and avoids placeholder characters in mixed line-item tables.

• Improve Slovenian e-invoicing validation Slovenian e-SLOG and UJP validation now runs consistently during document updates, with clearer validation behavior before invalid changes are saved.

• Add safe Markdown in document text Document notes and text fields can use a safe Markdown subset for formatting while preserving escaping for unsafe raw HTML.

• Improve duplicate document editing Duplicate document previews and edits now preserve customer flow, translations, business-unit details, and formatting more reliably.

• Improve country compliance documentation Country compliance docs now include clearer Slovenia and Germany guidance, supported-country links, and country-owned examples.

• Improve spreadsheet export reliability Spreadsheet downloads and document export columns were hardened so exported accounting data is more consistent and easier to use.

• Add US tax rate import automation US tax rate lookup support now includes scheduled import infrastructure to keep tax-rate data current for supported lookup flows.

Invoicing & Documents

• Estimate and proforma variants — Issue estimates and proforma invoices as document variants
• Translated document content — Render document content in the recipient's language
• Business-unit details — Business unit information appears on documents
• Company directory suggestions — Customer suggestions from public company registries
• Editing fixes — Edit parity, duplicate tax clause fallback, invalid date combinations, service date timezone drift, payment translations

Compliance

• UJP package export — Download UJP-ready packages for Slovenian e-invoices
• Integration fiscalization — Simpler fiscalization enablement for connected shops
• Shopify refunds — Refunded Shopify orders void the matching invoice

Mobile & Onboarding

• Mobile invoicing and branding — Improved invoice and branding flows on mobile

• Onboarding guidance — Clearer account and app onboarding

• Invoice editor — Fixes from user feedback

• Fix document edit parity regressions Fix regressions in document edit and duplicate flows so existing fields are preserved correctly and generated contract artifacts stay in sync. This keeps document corrections safe for production and prevents stale API/SDK/docs outputs from drifting apart.

• Fix duplicate tax clause fallback in document forms Duplicated document forms now keep the original tax clause as a fallback while still recalculating it from transaction-type defaults when automation applies. This prevents stale copied clauses from surviving invoice hydration and avoids blank clauses when no automatic default exists.

• Fix invalid document date combinations Document issue dates, service dates, due dates, and estimate validity dates now follow consistent rules across Space Invoices. Service dates can no longer fall after the issue date, due and validity dates cannot fall before it, and create and update flows now enforce the same checks in both the UI and API.

• Improve mobile invoice and branding flows The iOS app now uses the updated invoice, settings, and supporting modal flows with improved layout consistency. It also adds mobile-safe white-label branding, Google sign-in, stronger Slovenian fiscalization handling, and fixes for invoice filtering and detail display.

• Fix service date timezone drift in documents Service dates now preserve the exact selected calendar day across document creation, preview, PDF output, and saved document views. This fixes the one-day shift that could happen when date-only values were interpreted through timezone conversion.

• Fix document payment create translations Document payment selection and validation copy is now localized consistently across invoice, advance invoice, and credit note creation. Single-payment flows also hide the redundant remaining-allocation summary when it would always show zero.

• Add estimate and proforma invoice variants Estimates will support standard estimate and proforma invoice variants without adding a new top-level document type. This updates API contracts, rendering, and email behavior so localized estimate documents can display as Ponudba/Ponuda or Predračun as appropriate.

• Add document content translations for renders Users can save translated document copy for notes, terms, signatures, footers, and line items. When a document is rendered with an explicit non-default language, the translated content replaces the default saved content if available while existing locale and formatting rules stay unchanged.

• Add UJP package export for Slovenian e-invoices Add a separate Slovenian e-invoice export mode that prepares a UJP-compatible package alongside the standard e-SLOG XML download. This should help users prepare complete invoice delivery bundles with envelope and visual attachments when their workflow or recipient requires it.

• Improve fiscalization enablement for integrations Make FURS and FINA enablement safer for entities that already use order integrations. When fiscalization is enabled, the setup should collect the required operator defaults and assign a business premise and device to all existing integrations so later order processing uses compliant defaults.

• Fix refunded Shopify orders voiding invoices Automatically cancel issued documents when a Shopify order is fully refunded or returned, while leaving partial refunds untouched. This keeps imported order state aligned with actual checkout reversals and existing country-specific cancellation flows.

• Add business-unit details to documents Rendered documents show selected business-unit details separately from the legal issuer, so PDFs preserve company information while still identifying the issuing unit.

• Add company directory customer suggestions Show local company directory matches while users choose a customer for a document, so they can fill customer details from registry data without leaving document creation.

• Improve account and app onboarding guidance Account and app landing pages now explain live vs sandbox context more clearly, show better next-step actions, and make white-label onboarding guidance easier to follow.

• Fix invoice editor feedback issues Improve invoice editing so notes and signatures keep formatting, line items stay in the user's chosen order, customer invoice history is easy to find, and customer search is clearer.

Highlights

• Improved document rendering parity, localization, translated content preservation, converted totals, spreadsheet exports, and document view responsiveness.

• Added revenue recognition reporting, US tax rate lookup support, and safer fiscalization/billing edge-case handling.

• Hardened account context, invitation routing, onboarding guidance, and white-label analytics/account flows.

• Shipped internal release follow-ups covering deploy/runtime safety, observability, and generator/readiness cleanup.

• Add company directory customer suggestions Show local company directory matches while users choose a customer for a document, so they can fill customer details from registry data without leaving document creation.

• Add document content translations for renders Users can save translated document copy for notes, terms, signatures, footers, and line items. When a document is rendered with an explicit non-default language, the translated content replaces the default saved content if available while existing locale and formatting rules stay unchanged.

• Improve account and app onboarding guidance Account and app landing pages now explain live vs sandbox context more clearly, show better next-step actions, and make white-label onboarding guidance easier to follow.

• Add company directory customer suggestions Show local company directory matches while users choose a customer for a document, so they can fill customer details from registry data without leaving document creation.

• Improve account and app onboarding guidance Account and app landing pages now explain live vs sandbox context more clearly, show better next-step actions, and make white-label onboarding guidance easier to follow.

Compliance and exports

• Slovenian accounting XML foundation — Slovenian accounting export groundwork is available for compatible accounting workflows.
• FURS internal act downloads — Slovenian entities can download generated internal-act documents from the FURS setup flow.
• Bulk e-SLOG ZIP export — Export multiple e-SLOG documents together as a ZIP package.
• Cross-border VAT and reverse charge — EU VAT handling supports cross-border and reverse-charge scenarios more consistently.
• VIES validation — Customer tax-number validation can check VIES data when creating customers.

White-label and integrations

• White-label theme configuration — Theme settings are easier to configure and preview across embedded white-label surfaces.
• Fiscalization for integrations — Fiscalization enablement is more reliable for integration-driven document flows.

Document reliability

• PDF template stability — PDF previews and template rendering are more reliable.
• Document edit parity — Document editing behavior is more consistent across supported document types.
• Fiscalization amount validation — EUR amount validation during fiscalization is stricter and clearer.
• Translated PDF filenames — Downloaded PDFs use translated filenames more consistently.