Suggestions for improving Invoiced
Smart Chasing cadence steps
When a customer has multiple invoices, if oldest invoice is paid, the next step in the cadence should be re-assigned to the appropriate step depending on how past due ...
Under consideration
Create email trigger for credit cards expiring soon
It would be great to have the option to automatically email autopay customers if their payment method will soon expire.
Under consideration
Payment Plans AutoPay - Auto Retry 2nd Credit Card on File.
Would love to have our sales reps be able to accept a 2nd form of payment at the time of appointment for payment plans. That way if the default credit card payment ...
Under consideration
Email settings by customer
It is very frustrating that I cannot control which customers get copies of invoices when their subscription bills. Some customers want a paid receipt to go out by ...
Under consideration
Payment plan for account balance
It should be possible to have payment plans span multiple invoices to cover an account balance.
Payment plans on the account level would be awesome. If someone has ...
Under consideration
Add an administrator feature to allow Admins to manually reset a users password.
Allow admins the ability to manually change a users password and then force the user to reset the password upon their next log in session.
Under consideration
Format text in emails
It would be helpful to be able to underline, bold, italicize or color the text in emails to emphasize important things.
Under consideration
Allow customers to sign a contract
Allow customers to sign a contract from the customer portal or integrate with a contract signing platform.
Under consideration
Updating Exp Date for Credit Cards
Currently, it is not possible to change the expiration date ONLY, for credit cards. Many cards have the same #, but the exp. date changes. Having the option to just ...
Not planned
Unapplied Payments
Currently unapplied payments go into a black hole on Invoiced. I can see them on my Dashboard as an action item, but if I go to the customer page they are not ...
Under consideration
Additional 2FA Providers
Hello,
Currently I'm aware that Invoiced only utilizes Authy for MFA. Our organization uses Duo for all of our services. It would be beneficial to integrate with ...
Planned
Assign Custom Invoice Templates by Customer
It would be useful if we could assign different custom invoice / statement templates to individual customers along with the default template set in the Appearance ...
Under consideration
Bulk Action to complete or delete tasks
It would be beneficial to our team to bulk complete or delete tasks in Invoiced. Doing this one-by-one can become tedious. Thank you!
Under consideration
Allow users to choose the items displayed on the dashboard
I would like to have my outstanding estimates, outstanding invoices, and aging on the dashboard. It would be great if we could set this up in settings
Under consideration
Invoice number added to notifications on credit card payment failures
Is there a possibility of referencing the invoice number that is failing on these payment notifications from Invoiced?
<|Charge failed>
XYZ Company - AP payment for ...
Under consideration
Global Setting to manage Team for all Invoiced Instances
Being able to manage Team setting like managing users, roles, at a global level.
ex. adding adding users to new instances or removing users at one central place. Or ...
Under consideration
New UI update automatically sorting aging invoices by date (newest to oldest)
Under each customer name, their invoices are now (since the recent UI update) being sorted automatically by date newest to oldest. I preffered the old way which ...
Under consideration
Allow customer to pay autopay invoices from the customer portal
Currently, the customer can not pay an invoice if it is on autopay. Only the Invoiced user can pay it for them. It would be more convenient to allow customers to pay ...
Under consideration
Email reminders for invoices with Payment Plans
An email reminder for invoices with payment plans that goes out at a standard interval similar to the one for invoice notices would help a lot. As the invoice ...
Under consideration
Separate First and last name field for customer
Separate First and last name field for customer because as you intergate more, you need to be able to separate that data for merges, etc. In the outbound emails it ...
Under consideration
SalesForce: Add a button to convert Opportunity to Invoice in Salesforce
Most sales people will work with Opportunities versus Invoices, it would great to convert that with a button in SalesForce.
Under consideration
Ability to apply parent-child payments in the user interface
Currently if we have a payment from a parent customer that applies to both parent a child-level invoices, the only way to apply such payments is via spreadsheet ...
Under consideration
Add convenience fee for PayPal payment method
It would be great to have this option for PayPal (just like we have for Credit cards) as Paypal always charges us a specific fee. Thanks!
Under consideration
Consolidated Daily Activity Report
Summary report showing all activity filtered by time period
1) summarize sales line items (item, quan, unit cost, ext cost)
2) total discounts
3) total tax
4) ...
Under consideration
email template by customer settings
allow a setting to assign an email template by customer for the invoice and future invoices
so that if customer A is always autopay - I can set that email ...
Under consideration
Make the payment reference field required or auto assign a number
Since payments must have a reference field value to use the spreadsheet importer to make bulk updates, the field should be required
Under consideration
Bulk Send Draft Invoices
Need a way to bulk issue draft invoices. I have to manually click through 600+ invoices monthly in Draft status...it is a nightmare. Need a select all or check box ...
Under consideration
Dashboard Info Can Be Drilled Into
On any dashboard (or report), you should be able to click on the graphic in order to see the invoices / customers etc that make up the figure. For example, the ...
Under consideration
Add ability to display currency symbol and code in invoices
Clients that use AUD$ and USD$ are getting confused on the invoice currency. Right now there's the option to use either the currency symbol ($) or the currency code ...
Under consideration
Debt Memo Functionality
Invoiced currently has no feature for a debt memo. This is causing reporting issues on our end for inability to properly record payment deductions in invoiced when ...
Under consideration
Filter out Child Account Invoices when Generating Statements
It sometimes causes confusion when a statement is generated with Child Account invoices attached to it. Would it be possible to have an option to filter out these ...
Under consideration
Netsuite - Customer Deposits Auto Applied
In netsuite if there is a customer deposit that is applied to Sales Order and then an order gets billed into an invoice the customer deposit auto applies to the ...
Under consideration
Dark Mode
Looking for an option to change the browser background to a darker color other than white.
Under consideration
"As Of" Dates for Dashboard
On the dashboard, it would be incredibly helpful to be able to run the report as of a certain date (ie. when reporting month end statistics, to be able to filter the ...
Planned
Ability to export reconciliation errors
It would be useful to be able to export the list of reconciliation errors in the accounting sync page so we can analyze & compare the lists in excel
Under consideration
Filtering A/R adjustments (Intacct sync)
It's great that from Intacct, we are able to filter only select invoices (order entries) to go into Invoiced. However, a similar filter does not exist for A/R ...
Under consideration
Ability to customize the data displayed to the customer in the customer portal activity list
Ability to customize the data displayed to the customer in the customer portal activity list
There should be some options available for the customer view in ...
Under consideration
Don't want the customer list to default to the top
When looking at a specific customer, and I click on the "customer" button in the sidebar, it goes to the top of the list every time. I want to be able to go back to ...
Under consideration
Ability to filter out selection of Invoices marked by 'Custom Fields'
Certain customers have past due invoices but their accounts are pending Customer Service requests and we do not want them to continue to show up in the Primary Queue ...
Under consideration
Slack Notification for integration sync errors
Under consideration
Ability to set custom durations for customer portal sign-in links
It would be useful if we could assign custom durations / expiration times for any customer portal magic links generated from the system (generate sign-in links, ...
Under consideration
Update Email Notifications for Credits Applied
Right now when an invoice is closed out using a credit memo an email notification is generated for internal users that lists the invoice as being paid in full. This ...
Under consideration
Custom Transaction Types / Transaction Definitions
It would be useful if we could create custom transaction definitions with their own workflow / posting policies.
For example: a "sales order" transaction that ...
Under consideration
Direct Debit for Sign up Pages
Please add direct debit as an option for customers to use on Sign up pages. Please make it an optional/cofigurable item. We're going to be using GoCardless and unable ...
Under consideration
Custom Fields formatting to support dates
Under consideration
Make the invoice numbers available when exporting payments with ERP Connect
Currently the only way to get an export of payments with invoice numbers via ERP Connect is by using the transaction object. The payment object can only give us ...
Under consideration
Credits to a Client Account do not show seperately once an invoice is paid, implying no credit
When a credit is added to a client account and an invoice is issued and that credit kicks in, once the invoice is paid, the paid amount becomes the total of the ...
Under consideration
Notifications for chasing failures
Any time a chasing email fails to send (email bounce, invalid email address, system bugs, etc.) it would be useful to get an email notification or report so we know ...
Under consideration
Update Parent Customer field via spreadsheet
It would be helpful to update the Parent Customer field with a spreadsheet upload. It’s not a field in the customer spreadsheet upload options, but “bill to parent” is.
Under consideration