This page lists what we have shipped since 17 September 2026, with dates. Anything older is described on the Features page.
We only list what is already available. Nothing here is a promise.
Under “Sender” in the settings you now choose which suppliers may send you their invoices directly. With an asterisk you allow every address of a company. Their invoice then lands in your receipt inbox, and on the paid plans Bilanzi reads it straight away. Bilanzi never replies to the supplier, and the copy to your business still goes out. Owners, administrators and your fiduciary change the list.
When you email a receipt, you now always get a short reply. It lists the files now waiting in your receipt inbox. A link in it takes you straight there.
When you email a receipt, Bilanzi now reads it straight away and suggests the entry. If it is the only one, “Today” then shows “Ready to review” with its name and amount. While Bilanzi is reading, the inbox says “Bilanzi is reading it”. It usually takes less than a minute. Every receipt read counts towards your month’s receipts, just like a photo. On the Free plan Bilanzi reads nothing, and the receipt waits for you in the inbox.
When you email a receipt, you now find it without searching. “Today” then shows “1 receipt has arrived”, and under “More” a number appears next to “Receipt inbox”. The inbox lists everything that is waiting for you, with where it came from and the date. Tap a row and have the receipt read, or record the expense yourself. Once you accept or decline a suggestion, the next receipt opens by itself. If a suggestion lapsed after thirty days, its receipt is back in the list.
Until now, emails from Bilanzi often arrived in German, even if you had picked French, Italian or English. Bilanzi now keeps your language in your account. The emails it sends you arrive in that language, including those for signing in and resetting your password. When you sign in on a new device, Bilanzi shows your language right away.
Under “Account”, the “Appearance” setting lets you pick light, dark or the same as your device. Until you pick one, Bilanzi follows your device. Your choice applies on every device you sign in on, and on bilanzi.ch too. On a wide screen, “Today” now has two columns. What needs doing is on the left, your figures, deadlines and year on the right. The other screens use more of the width as well.
Everyone in your organization who is Owner, Administrator or Accounting can email receipts. Each person sends from the address they sign in with. This is now spelled out under “Sender” and in the help. Bilanzi never files receipts from other senders and passes their email on to your business as a copy.
When you email an invoice, a quote, an order confirmation or a reminder, your customer now replies to your business’s own address. It looks like “[email protected]”, with no plus sign and no string of characters after it. Bilanzi still recognises which document the reply belongs to. As before, the reply shows up with the document, and a copy goes to you.
Under “Provider and processing location” you now see only Infomaniak in Geneva. Infomaniak reads your receipts and answers your questions today. Earlier providers are no longer listed.
A new company now starts on the Free plan. The 30 days of Starter at the start are gone. Free costs nothing and does not expire. You pick a paid plan when you need the VAT return, payroll or the AI. If your trial has already started, it runs until it ends.
“More” now has a “Subscription” row, with your plan shown next to it. If you are still on Free, Bilanzi shows you there and on “Today” what a paid plan adds. The cross hides the card on “Today”. Where something belongs to a paid plan, such as Ask Bilanzi or payroll, “See plans” takes you straight to your subscription.
The bar has a new “CRM” button, right before invoices. There you find your contacts, quotes and jobs side by side. Recurring invoices and your services open from the tiles. Invoices now holds only customers and suppliers. Old bookmarks lead to the new place.
Your business has its own address at Bilanzi. Send a receipt as an attachment to that address, and it lands in your receipt inbox. Send it from the address you sign in with. This works for everyone on your team who may file receipts. If an attachment can’t be filed, you get a short reply saying why. You find the address in the receipt inbox.
After “Issue invoice”, the sending form now opens right away. You no longer have to find the invoice in the list and open it again. The PDF is created on its own when you send.
In dark mode, some drop-down lists showed white text on white, such as the customers in a new invoice. Every entry is easy to read now.
Invoices now shows four tiles: quotes, jobs, recurring invoices and your services. Each shows what is open and opens its list with one tap. You also find the same four in “More”, under “Sales”.
When a customer replies to an invoice, a quote, an order confirmation or a reminder, the reply now shows up in Bilanzi. You find it right with the document, under the email they answered. A copy still reaches your own email address, attachments included. You can answer them straight from there.
Invoices, quotes, order confirmations and reminders now come from an address that belongs to your business alone. It is made from the business name and ends in “@post.bilanzi.ch”. You find it in the settings under “Sender”, and you can change it there. The earlier address stays with your business and keeps receiving mail. Your customers’ replies still reach your own email address.
You can now open a dunning letter as a PDF, with the invoice’s payment part. “Send by email” sends it straight to your customer. They see your business as the sender, and their reply comes to you. The payment part shows the open amount and the invoice’s reference, so the payment can be matched.
You can now send a quote to your customer straight from Bilanzi. In the quote, tap “Send by email”. On a job, “Confirmation by email” sends the order confirmation the same way. The PDF is attached, your customer sees your business as the sender, and their reply comes to you. The quote then counts as sent.
With Chrome on Android, the bottom bar was once again slipping halfway below the edge of the screen. It happened whenever something on the page was slightly wider than the screen. The page now stays exactly as wide as your screen. The bar stays fully visible on every page.
In dark mode, the Apple button on the sign-in page looked like an empty white bar. Its logo and text were white on a white background. Both are now dark, just like on the Google button. You can see the button again and sign in with Apple as usual.
For rent, a maintenance contract or a flat fee, you now create a template once. You choose the customer, the services, the rhythm and the day of the first invoice. On the due date, Bilanzi creates the invoice draft itself, with the service period in the payment part. You find it under Today, check it and issue it. You can pause or end the template at any time.
You can now email an issued invoice to your customer straight from Bilanzi. The PDF is attached, and the subject and text are already written in the invoice’s language. Your customer sees your business as the sender, and replies come to you. You get a copy unless you untick it. The invoice then shows when each email went out and to whom.
On a final invoice you now hold back a retention, for example 5 % for two years. The payment part only asks for the rest, and the retention appears on the invoice with its date. Until that day it does not count as overdue and is not dunned. After that, the reminder asks for it, counted from its date.
On the page of a job you now write an advance invoice for the down payment. In the invoice draft you choose the type: invoice, advance invoice, partial invoice or final invoice. The final invoice shows all the work and deducts every issued advance and partial invoice, VAT included. The payment part only asks for what your customer still owes. In your books every franc of the job counts exactly once as revenue.
When you write an invoice you can now choose a cash discount, for example 2% within 10 days. The invoice states the date and the amount your customer then transfers. If they pay within the period and take the discount, Bilanzi books the rest out as a credit note, with the right VAT. The invoice is then paid and gets no reminder. For a customer who had a discount before, Bilanzi suggests the same one again.
On a job’s page you can now record work reports. A report notes who worked how many hours and which material went in. The customer signs with a finger, right on your phone. After that the report no longer changes, and you open it as a PDF. “Invoice the reports” creates an invoice for the job with the same labour and material already added up. Frag Bilanzi knows which reports are not invoiced yet.
Jobs are now in the menu, under Invoices. You create a job directly or from a quote. It knows the customer, the site and the period. The order confirmation opens as a PDF. “Write an invoice” creates an invoice for the job, and the first one takes over the lines of its quote. The job’s page shows what was quoted, invoiced and paid.
Under Invoices, the menu now has quotes. A quote has a subject, an introduction, lines like an invoice and a date until which it is valid. You open the PDF straight from the quote and send it to your customer or prospect. When they accept, you turn the quote into a draft invoice. A prospect becomes a customer along the way. A contact’s card lists every quote made out to them.
This page does not announce anything. What is still missing is listed openly on the Features page.