Our customers made these suggestions for improving Invoiced. Suggestions for improving Invoiced.
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
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
Customer portal onboarding emails
It would be helpful to send an onboarding/sign in email that jumps the customer into their customer portal.
Under consideration
Send monthly statements
Would like the ability to send statements, with payment links, to all customers each month
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
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
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
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
Pause chasing an invoice until the promise-to-pay
We talk to customers and get a promise to pay and add it on Invoiced.com. If they have already promised they will pay an invoice, there is no point in chasing them ...
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
Pause chasing when promise to pay is added
The system would automatically the chasing cadence sequence when a promise to pay is added to an invoice for that customer. If there is a broken promise to pay then ...
Under consideration
Signup Pages - One Time Charge
I would love to have a signup page which would simply be a one-time charge.
"Purchase a Block of Hours"
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
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
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
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
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
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
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
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
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
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
Strong Customer Authentication (SCA) support
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
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
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
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
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 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
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
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
Required Fields
We would like to the option to make any field a required field, even the add on custom fields,
Under consideration
Bring back notification option when invoice is created by subscription
We rely on being notified when the Subscription creates an invoice. Not sure why this feature was deleted recently. We need to be notified of the new invoice so we ...
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
customer portal for parent customer
I am unable to see the list of invoices for the sub-customers when I'm in the Parent Customer Portal view.
Under consideration
Dark Mode
Looking for an option to change the browser background to a darker color other than white.
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
Slack Notification for integration sync errors
Under consideration
Add W-9 to customer portal(s) so all customers have access to your W-9 anytime
Give us option to upload our current W-9 to our account, and then have option to "display that w-9 to all customers" so they have access to it and can download it ...
Under consideration
Add Custom Template for Mailing Page
It is often necessary to modify the first mailing page for mail sent via Lob.com integration. Examples include payment instructions, account information, support ...
Under consideration
Autopay discount
It would be useful to have an automatic percent/flat discount for customers enrolled in autopay. Or to exclude these customers from convenience fees.
Under consideration
More than 100 Customers on a page/better page navigation
It would be great if there were no limit to the number of customers viewable on the customer page at a time. Or at least give more navigation options than a tiny ...
Under consideration
Customer phone number should also be used for Twilio SMS
Instead of just having the sms phone number be read off of the contact is it should also be read off the customer phone. This will be more intuitive for certain ...
Under consideration