Mobile Payments: Unsaved Changes Dialog for Invoices & Estimates

We’re excited to introduce a safer editing experience for Invoices and Estimates on mobile 🛡️. Now, when you attempt to leave an invoice or estimate with unsaved changes, you’ll see a confirmation dialog that allows you to save your work or discard changes before exiting.

This feature helps prevent accidental data loss and provides you with greater confidence while editing payment documents on the go.

Unsaved Changes Dialog: If you make modifications to an invoice or estimate and try to exit, you will be prompted before leaving the editor.

Save Before Exiting: Select ‘Save’ in the dialog to retain your latest updates and close the editor.

Discard Changes When Needed: Choose ‘Discard’ to exit without saving edits that you no longer wish to keep.

Works for Invoices and Estimates: The same protection is now available across both invoice and estimate editing processes.

Smarter Exit Experience: If no changes were made, you can exit immediately without encountering an unnecessary prompt.

:construction_worker: How to Use This Feature

1. Open an existing Invoice or Estimate from the mobile app.
2. Make the necessary changes.
3. Tap ‘Back’ or attempt to exit the editor.
4. If there are unsaved changes, an Unsaved Changes dialog will appear.
5. Tap ‘Save’ to save your changes and exit, or tap ‘Discard’ to leave without saving.