Suggestions for improving Invoiced.

Bulk Sending of Invoices

Suggested by: Andy (07 Nov, '19) Upvoted: 14 Jun Comments: 12
Under consideration

Create email trigger for credit cards expiring soon

Suggested by: Adam Train (07 Nov, '19) Upvoted: 07 Jun Comments: 3
Under consideration

Per-plan discounting for subscription addons

Suggested by: Lorne Liechty (27 Sep, '19) Upvoted: 27 May Comments: 22
Planned

Customer portal onboarding emails

Suggested by: Jared King (24 Sep, '19) Upvoted: 22 May Comments: 5
Under consideration

Archiving customers

Suggested by: Jared King (24 Sep, '19) Upvoted: 11 May Comments: 3
Planned

Credit card convenience fees

Suggested by: Jared King (24 Sep, '19) Upvoted: 26 Jan Comments: 4
Done

Monthly Reoccuring Revenue was Removed from Dashboard

Suggested by: Zeke (17 Oct, '19) Upvoted: 08 Jul, '20 Comments: 2
Not planned

Smart Chasing cadence steps

Suggested by: Alice (30 Oct, '19) Upvoted: 24 May Comments: 3
Under consideration

Email Notification when Task Assigned

Suggested by: Sommer (01 Nov, '19) Upvoted: 10 Mar Comments: 8
Planned

Payment plan for account balance

Suggested by: Jared King (24 Sep, '19) Upvoted: 10 Jun Comments: 3
Under consideration

Send monthly statements

Suggested by: Frank Traylor (25 Jun, '20) Upvoted: 27 May Comments: 5
Under consideration

AR adjustments in Intacct should be applied against invoice balance in Invoiced

Suggested by: Christine (09 Oct, '19) Upvoted: 10 Aug, '20 Comments: 3
Done

Tax Calculations Mapped to Different GLs

Suggested by: Christine (27 Sep, '19) Upvoted: 31 Oct, '20 Comments: 0
Under consideration

SalesForce: Add a button to convert Opportunity to Invoice in Salesforce

Suggested by: Parag (17 Jan, '20) Upvoted: 04 Apr Comments: 3
Under consideration

Consolidated Daily Activity Report

Suggested by: Jana (26 Sep, '19) Upvoted: 14 Dec, '20 Comments: 0
Under consideration

Ability to update credit card details

Suggested by: Vicky (21 Jan) Upvoted: 17 Jun Comments: 0
Under consideration

Customize Late Fees Per Client

Suggested by: Jeffrey Brown (28 Apr, '20) Upvoted: 29 Mar Comments: 2
Planned

Additional 2FA Providers

Suggested by: Corey (05 Feb, '20) Upvoted: 22 May Comments: 2
Under consideration

Collections Notes Reporting

Suggested by: Adam Haney (28 Sep, '20) Upvoted: 12 May Comments: 4
Done

Email settings by customer

Suggested by: Richard (23 Apr, '20) Upvoted: 02 Jun Comments: 3
Under consideration

Allow customization of column headers in invoiced

Suggested by: Michael Bull (01 Nov, '19) Upvoted: 13 May Comments: 3
Planned

Separate First and last name field for customer

Suggested by: Neil Schneider (11 Dec, '19) Upvoted: 15 Feb Comments: 2
Under consideration

Activities list should display the balance owing on account

Suggested by: Christine (09 Oct, '19) Upvoted: 30 Mar Comments: 1
Done

Don't want the customer list to default to the top

Suggested by: Allyson B (22 Jan) Upvoted: 03 Mar Comments: 0
Under consideration

Strong Customer Authentication (SCA) support

Suggested by: Jared King (25 Sep, '19) Upvoted: 26 May Comments: 0
Under consideration

Credit Memo Syncing

Suggested by: Natalie (20 Feb, '20) Upvoted: 21 Jan Comments: 4
Done

Signup Pages - One Time Charge

Suggested by: Ryan Crozier (05 Jun, '20) Upvoted: 04 Jun Comments: 2
Under consideration

Update Email Notifications for Credits Applied

Suggested by: Adam Haney (02 Nov, '20) Upvoted: 03 Nov, '20 Comments: 1
Under consideration

Email reminders for invoices with Payment Plans

Suggested by: Jana (20 Feb, '20) Upvoted: 04 Jan Comments: 1
Under consideration

Ability to void an Invoice

Suggested by: Lorne Liechty (24 Sep, '19) Upvoted: 14 Jan Comments: 0
Done

Credits Not Included in AR Balance

Suggested by: Adam Haney (06 Aug, '20) Upvoted: 03 Nov, '20 Comments: 4
Done

Convenience Fee per Invoice rather than global

Suggested by: Bryan P (20 Nov, '20) Upvoted: 28 May Comments: 3
Under consideration

email template by customer settings

Suggested by: Rebecca Anderson (03 Jun) Upvoted: 16 Jun Comments: 1
Under consideration

Ability to filter out selection of Invoices marked by 'Custom Fields'

Suggested by: Rapha (07 Jan, '20) Upvoted: 21 Jul, '20 Comments: 0
Under consideration

Time stamp in the collection note.

Suggested by: Allyson B (29 Mar) Upvoted: 18 May Comments: 1
Done

Invoice with attachments

Suggested by: Alexandra (03 Feb) Upvoted: 26 Apr Comments: 1
Done

Credits to a Client Account do not show seperately once an invoice is paid, implying no credit

Suggested by: Kevin (23 Oct, '19) Upvoted: 02 Nov, '20 Comments: 1
Under consideration

QB Sync - Deposit payments to specific accounts based on payment type

Suggested by: Brian (04 Oct, '19) Upvoted: 12 Nov, '20 Comments: 4
Done

Generate statements containing both parent and child invoices

Suggested by: Jerome (01 Oct, '20) Upvoted: 28 May Comments: 1
Planned

Bulk Send Draft Invoices

Suggested by: Brett (08 Jul, '20) Upvoted: 19 Aug, '20 Comments: 1
Under consideration

Make line item detail in invoice url optional

Suggested by: Jana (30 Sep, '19) Upvoted: 03 May Comments: 1
Not planned

Updating Exp Date for Credit Cards

Suggested by: Allyson B (30 Mar) Upvoted: 17 Jun Comments: 0
Under consideration

Allow customers to sign a contract

Suggested by: Alison Wallace (29 Jul, '20) Upvoted: 04 Jan Comments: 0
Under consideration

Payment Method (Card Type) Export/Report

Suggested by: Silvio (29 Jan, '20) Upvoted: 05 Mar, '20 Comments: 0
Under consideration

Implement WCAG2.1 web accessibility guidelines

Suggested by: Adam Train (01 Oct, '19) Upvoted: 07 Oct, '19 Comments: 0
Under consideration

Sending letters to customer contacts

Suggested by: Jared King (25 Sep, '19) Upvoted: 29 Jul, '20 Comments: 2
Done

Support Convenience Fees with Intacct Integration

Suggested by: Les Lopez (27 May) Upvoted: 03 Jun Comments: 1
Under consideration

Additional Income Accounts Mapped to Accounting System

Suggested by: Marcell (07 Jul, '20) Upvoted: 03 Nov, '20 Comments: 1
Planned

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