Your Invoices Got an AI Design Team This Week

Another week, another pile of upgrades. Your invoices got smarter, your dropdown fields got tidier, and a few quiet little fixes landed that you'll actually notice the first time you hit them. Let's dig in.

Your Invoices Just Got a Design Team

Making an invoice look like it belongs to your business used to mean fiddling with one fixed template and hoping for the best. Now you can just describe the invoice you want and let AI build it for you.

Here's what you can do with the new Layout AI Builder:

• Type a prompt like "a clean two column invoice with my logo top left and payment terms at the bottom" and watch it get built in seconds.
• Already have an invoice design you like? Upload or describe it and let AI recreate it instead of starting from scratch.
• Keep asking for tweaks, or jump into the visual editor and move, resize, or delete elements by hand.
• Every change saves a restore point, so if a tweak goes sideways you can roll right back to an earlier version.

Once a layout is published, you can pick it when creating any invoice and your customer sees that exact design. You can find the builder under Payments, then Invoices and Estimates, then Layouts. Give it a try and let your invoices actually look like you made them.

Dropdown Lists Can Finally Go on a Diet

If you've ever built a dropdown, multi select, radio, or checkbox field for a Custom Object or Company and realized half the options were outdated, you know the pain of just living with the clutter forever. That's fixed now.

You can delete unused options for good, or remove an option from future selection without wiping out the data on records that already used it. Before you delete anything, Cycl Sales shows you how many existing records are using that option, so you're never guessing. Your filters, Smart Lists, and workflows keep working exactly as they did before. To clean house, head to Settings, then Custom Fields, open the field you want to fix, and delete away.

Communities Got Pickier About Unsubscribes

Nobody likes it when clicking "unsubscribe" on one email accidentally mutes everything forever. That used to be a real risk inside Communities, and now it isn't.

Clicking unsubscribe on a community email now only turns off that specific community and that specific type of notification, like comment mentions or @everyone posts. Everything else, including other communities and the rest of the platform, keeps working like normal. If someone clicks an old or already used unsubscribe link, they now get a clear message saying nothing changed instead of a confusing error. And if anyone changes their mind, they can flip the notification back on anytime from their own settings.

Meta Ad Budgets Just Got More Flexible

Running Meta ads through Ad Manager now gives you a lot more say over how your budget actually gets spent.

You can now choose between a single Campaign budget that Meta spreads across your ad sets automatically, or an Ad set budget where you control spend for each ad set yourself. If you go with Ad set budget, you can also turn on budget sharing, which lets Meta shift up to 20% of spend toward whichever ad set is performing best, while you still keep your own budgets set for each one. Daily and lifetime budgets both work either way, and you can pick a bid strategy like Highest volume or a Cost per result goal to match how you want to spend. Even after a campaign is live, you can switch between budget setups whenever you need to. Open Ad Manager, create or edit a Meta campaign, and look under Budget to try it out.

A Heads Up for Mexico Text Messages

Quick but important one: due to a change on the carrier side, SMS is no longer supported on Mexico local phone numbers. This affects both numbers you already own and any new Mexico local numbers you purchase going forward.

To make this easy to spot, Mexico local numbers now show an "SMS unavailable" pill right in your Phone Numbers table, so you know at a glance which numbers lost that capability. Voice calling still works completely normally. You don't need to set anything up, the pill just shows up automatically wherever it applies. Check it under Settings, then Phone Numbers, then Manage Numbers.

Fresh Templates to Browse

New website, social, and ad templates landed again this week across a bunch of industries, so if you've been putting off building something from scratch, now's a good time to go look.

That's a Wrap

Smarter invoices, cleaner dropdown fields, and unsubscribes that actually behave. Not a bad week. Curious what else Cycl Sales can do for your business? Check out our features page.