Suggestions for improving Invoiced A/R Cloud.

Bulk Sending of Invoices

Suggested by: Andy (07 Nov, '19) Upvoted: 16 Sep Comments: 22
Done

Create email trigger for credit cards expiring soon

Suggested by: Adam Train (07 Nov, '19) Upvoted: 30 Sep Comments: 4
Under consideration

Customer portal onboarding emails

Suggested by: Jared King (24 Sep, '19) Upvoted: 30 Sep Comments: 5
Under consideration

Per-plan discounting for subscription addons

Suggested by: Lorne Liechty (27 Sep, '19) Upvoted: 16 May Comments: 28
Done

Send monthly statements

Suggested by: Frank Traylor (25 Jun, '20) Upvoted: 30 Sep Comments: 7
Under consideration

Smart Chasing cadence steps

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

Email settings by customer

Suggested by: Richard (23 Apr, '20) Upvoted: 13 Sep Comments: 3
Under consideration

Updating Exp Date for Credit Cards

Suggested by: Allyson B (30 Mar, '21) Upvoted: 30 Sep Comments: 3
Not planned

Archiving customers

Suggested by: Jared King (24 Sep, '19) Upvoted: 17 Jun Comments: 4
Done

Payment plan for account balance

Suggested by: Jared King (24 Sep, '19) Upvoted: 26 Sep Comments: 3
Under consideration

Payment Plans AutoPay - Auto Retry 2nd Credit Card on File.

Suggested by: Christopher (14 Oct, '21) Upvoted: 12 Sep Comments: 0
Under consideration

Add filter to Customer list to show only customers with an open balance

Suggested by: Jana (24 Sep, '19) Upvoted: 14 Apr, '21 Comments: 8
Done

Credit card convenience fees

Suggested by: Jared King (24 Sep, '19) Upvoted: 26 Jan, '21 Comments: 4
Done

Monthly Reoccuring Revenue was Removed from Dashboard

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

Format text in emails

Suggested by: Allyson B (08 Nov, '21) Upvoted: 26 Sep Comments: 0
Under consideration

Email Notification when Task Assigned

Suggested by: Sommer (01 Nov, '19) Upvoted: 13 Dec, '21 Comments: 9
Done

Allow customers to sign a contract

Suggested by: Alison Wallace (29 Jul, '20) Upvoted: 30 Sep Comments: 2
Under consideration

File attachments on the customer level

Suggested by: Jana (03 Oct, '19) Upvoted: 30 Mar Comments: 9
Done

Convenience Fee per Invoice rather than global

Suggested by: Bryan P (20 Nov, '20) Upvoted: 22 Jun Comments: 5
Under consideration

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

Suggested by: Parag (17 Jan, '20) Upvoted: 16 Jun Comments: 3
Under consideration

Consolidated Daily Activity Report

Suggested by: Jana (26 Sep, '19) Upvoted: 08 Oct, '21 Comments: 2
Under consideration

Allow users to choose the items displayed on the dashboard

Suggested by: Sophie F (29 Oct, '19) Upvoted: 12 Sep Comments: 6
Under consideration

Signup Pages - One Time Charge

Suggested by: Ryan Crozier (05 Jun, '20) Upvoted: 18 May Comments: 3
Planned

Separate First and last name field for customer

Suggested by: Neil Schneider (11 Dec, '19) Upvoted: 19 May Comments: 3
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

Additional 2FA Providers

Suggested by: Corey (05 Feb, '20) Upvoted: 29 Mar Comments: 2
Planned

Tax Calculations Mapped to Different GLs

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

email template by customer settings

Suggested by: Rebecca Anderson (03 Jun, '21) Upvoted: 12 Sep Comments: 1
Under consideration

Email reminders for invoices with Payment Plans

Suggested by: Jana (20 Feb, '20) Upvoted: 15 Aug Comments: 1
Under consideration

Strong Customer Authentication (SCA) support

Suggested by: Jared King (25 Sep, '19) Upvoted: 27 Jan Comments: 1
Planned

Customize Late Fees Per Client

Suggested by: Jeffrey Brown (28 Apr, '20) Upvoted: 10 Jan Comments: 3
Done

"As Of" Dates for Dashboard

Suggested by: Christine (19 Feb, '20) Upvoted: 08 Mar Comments: 1
Planned

Dashboard Info Can Be Drilled Into

Suggested by: Christine (24 Oct, '19) Upvoted: 12 Sep Comments: 1
Under consideration

Allow customization of column headers in invoiced

Suggested by: Michael Bull (01 Nov, '19) Upvoted: 30 Jun, '21 Comments: 4
Done

Update Email Notifications for Credits Applied

Suggested by: Adam Haney (02 Nov, '20) Upvoted: 13 Dec, '21 Comments: 1
Under consideration

Bulk Send Draft Invoices

Suggested by: Brett (08 Jul, '20) Upvoted: 30 Sep Comments: 1
Under consideration

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

Suggested by: Allyson B (22 Jan, '21) Upvoted: 14 Dec, '21 Comments: 0
Under consideration

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

Suggested by: Rapha (07 Jan, '20) Upvoted: 13 May Comments: 0
Under consideration

Deposit payments without estimates

Suggested by: Debra Wolsey (19 Jul, '21) Upvoted: 08 Jul Comments: 4
Planned

Collections Notes Reporting

Suggested by: Adam Haney (28 Sep, '20) Upvoted: 12 May, '21 Comments: 4
Done

Activities list should display the balance owing on account

Suggested by: Christine (09 Oct, '19) Upvoted: 30 Mar, '21 Comments: 1
Done

Bring back notification option when invoice is created by subscription

Suggested by: Leslie B. (22 Mar) Upvoted: 19 Jul Comments: 0
Under consideration

Ability to void an Invoice

Suggested by: Lorne Liechty (24 Sep, '19) Upvoted: 03 Dec, '21 Comments: 0
Done

Credit Memo Syncing

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

Generate statements containing both parent and child invoices

Suggested by: Jerome (01 Oct, '20) Upvoted: 22 Sep Comments: 3
Done

Required Fields

Suggested by: Justin Morfey (29 Sep, '21) Upvoted: 19 Jul Comments: 2
Under consideration

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 Mar Comments: 1
Under consideration

Need notifications for messages received in inbox

Suggested by: Bryan P (07 Oct, '20) Upvoted: 14 Dec, '21 Comments: 8
Done

Credits Not Included in AR Balance

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

Support Convenience Fees with Intacct Integration

Suggested by: Les Lopez (27 May, '21) Upvoted: 26 Aug Comments: 2
Done

Add new