Invoices, Estimates: Open in new tab

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View/Edit Invoices in a New Tab: You can now open any invoice in a separate browser tab directly from the 3-dot menu. Say goodbye to losing your place in the invoice list while making edits.

Screenshot 2026-02-17 at 11
  • Navigate to Payments → Invoices & Estimates
  • Click on the 3-dot menu next to any invoice or estimate
  • Select “Edit in a new tab”
  • The invoice will open in a separate tab, allowing you to view/edit freely while keeping the list intact
  • Assists users who manage multiple invoices simultaneously
  • Prevents loss of filters, search criteria, or scroll position
  • Speeds up bulk review and editing processes