You can now bill any time activity marked as billable in QuickBooks Online directly from Anchor. Whether the entry was logged in QuickBooks Online, imported from QuickBooks Time or from another time‑tracking app, you can add it to an invoice with a single click. Select the client, add the time-activity entries to bill now or schedule for later with a few clicks. Full instructions are available here.

When a proposal is signed, Anchor automatically adds the related contact, client record, and tasks in Keeper based on the services in the agreement, so your practice-management workspace is always up to date without extra data entry.

Read more or watch this video to learn more.

Anchor's integration with monday.com is now available in beta!

From any monday board you can create Anchor contacts, draft proposals, and see real-time status updates when proposals are sent, approved, amended, or terminated. The connection uses an API key you generate in Anchor and paste into monday.com. If you would like a beta access, contact us at [email protected].

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Anchor now connects with Make.com, allowing you to automate tasks across hundreds of applications without writing code. Triggers such as proposal approvals or agreement amendments can launch scenarios in Make and perform actions in other systems; key events in Anchor—like contact creation, proposal drafting, and sending—are also supported.

If you would like a beta access, contact us at [email protected].

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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]

You can now bill multiple services and charges at once, making it easier than ever to present a clear, consolidated bill to your clients.

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.

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.

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.

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

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.

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

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.

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

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.

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.

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.