Suggestions for improving Invoiced A/R Cloud.

Add
69 votes

Bulk Sending of Invoices

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

Create email trigger for credit cards expiring soon

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

Customer portal onboarding emails

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

Per-plan discounting for subscription addons

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

Send monthly statements

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

Smart Chasing cadence steps

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

Email settings by customer

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

Updating Exp Date for Credit Cards

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

Archiving customers

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

Payment plan for account balance

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

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

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

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
19 votes

Credit card convenience fees

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

Monthly Reoccuring Revenue was Removed from Dashboard

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

Format text in emails

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

Email Notification when Task Assigned

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

Allow customers to sign a contract

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

File attachments on the customer level

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

Convenience Fee per Invoice rather than global

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

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

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

Consolidated Daily Activity Report

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

Allow users to choose the items displayed on the dashboard

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

Signup Pages - One Time Charge

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

Separate First and last name field for customer

Suggested by: Neil Schneider (11 Dec, '19) • Upvoted: 19 May • Comments: 3
Under consideration
13 votes

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
13 votes

Additional 2FA Providers

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

Tax Calculations Mapped to Different GLs

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

email template by customer settings

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

Email reminders for invoices with Payment Plans

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

Strong Customer Authentication (SCA) support

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

Customize Late Fees Per Client

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

"As Of" Dates for Dashboard

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

Dashboard Info Can Be Drilled Into

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

Allow customization of column headers in invoiced

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

Update Email Notifications for Credits Applied

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

Bulk Send Draft Invoices

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

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
10 votes

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

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

Deposit payments without estimates

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

Collections Notes Reporting

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

Activities list should display the balance owing on account

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

Bring back notification option when invoice is created by subscription

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

Ability to void an Invoice

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

Credit Memo Syncing

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

Generate statements containing both parent and child invoices

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

Required Fields

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

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
7 votes

Need notifications for messages received in inbox

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

Credits Not Included in AR Balance

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

Support Convenience Fees with Intacct Integration

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

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