March 2025
Anchor API
We’re launching a REST API access to Anchor, allowing you to retrieve contact data, create contacts, and send proposals directly via API - perfect for automating workflows or building custom integrations with your existing tools.
To join the beta, feel free to contact us at [email protected]
Consolidate Billing with Multiple Line Items
You can now bill multiple services and charges at once, making it easier than ever to present a clear, consolidated bill to your clients.
Send emails from your business domain
You can now send emails from Anchor using your own domain.
This enhances brand consistency, makes your communications more recognizable and trustworthy, and gives you better visibility into emails sent to your clients.
February 2025
Track Failed Refunds with Ease
You can now quickly identify failed refunds directly from the Invoices page. Under the Invoice Status filter, a new option allows you to view any failed refunds. Additionally, failed refunds are also visible within the invoice itself.
To ensure your team stays informed, head over to Settings > Notifications and customize who on your team should receive notifications for failed refunds. Simply click Edit, and choose whether you want notifications enabled and who should be alerted when a refund fails.
Update Your Email Address Easily
Both clients and service providers can now update their email addresses directly from Profile Settings, ensuring uninterrupted communication and access to important notifications.
To update your email:
1. Click your initials in the top right corner
2. Select Profile
3. Click the Edit button next to your email address
4. Enter the 6-digit verification code sent to your current email
5. Confirm the change
In the coming months, we’ll introduce the ability for service providers to update email addresses on behalf of their clients, making account management even easier.
Future Invoice Report for Better Planning
A new Future Invoice Report gives you full visibility into all scheduled invoices for the next 12 months.
To access the report:
1. Navigate to Reports > Future Invoice Report
2. Use filters to refine results by Company Name, Agreement Name, Issue Date, Due Date, or Approval Requirements
3. Export the report if needed for financial forecasting
More Control Over Payment Retries
We’ve expanded our payment retry functionality to give users more control when handling failed payments due to insufficient funds. Now, both service providers and clients can trigger up to four retries directly from the invoice page.
To retry a failed payment:
1. Navigate to the invoice with the failed payment
2. Click Retry Payment
3. Anchor will attempt the payment again, up to four times
Additionally, we’ve enhanced activity log messages to provide clearer insights into when and who performed a retry action.
January 2025
Set Expiration Date for Proposals
You can now set an expiration date when sending a proposal, ensuring timely responses and keeping your pipeline organized. Select a timeframe between 1-90 days—once expired, clients won’t be able to access or sign the proposal. Read more
Approve Amendments & Payments from Email
We’re making approvals faster and easier! Now, your clients can approve amendments and payments directly from their email—no login required.
With the new “Approve” button, they can review and approve changes or payments in just one click, simplifying the process and reducing delays.
Restart Micro-Deposit Verification with Ease
To keep things smooth, we’ve made it easier to restart the micro-deposit verification process. Now, you and your clients can navigate to the agreement, open the Payment Method tab, and click ‘Restart’ to reopen Plaid and trigger a new micro-deposit. Read more
December 2024
Approve Proposals on Your Client’s Behalf
In some cases, you may decide to approve a proposal on behalf of your client instead of sending them a proposal. This is usually done when the client has already agreed to the terms by another means or has a pre-existing signed agreement with you. Please note that in this scenario, the agreement in Anchor will not include a digital signature.
Send Proposals with a Link
Anchor makes it easy for you to share proposals through various channels beyond email. With the "Share by Link", no email will be sent through Anchor. Instead, you can generate a unique proposal link and share it through your preferred platform, such as WhatsApp, Messenger, or even your personal email with additional content.
Group Identical Services on Invoices
Anchor gives you control over how detailed your invoices appear by offering an option to group identical line items. When "Group Identical Line Items" is enabled, any line items on the invoice that originate from the same service will be combined into a single line, with the quantities and amounts summed up. This means that rather than listing each instance of the service separately, your invoice will display one consolidated line item.
Activate that option in the Business Details.