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 ...
Suggested by: Alice (30 Oct, '19) Upvoted: 14 May Comments: 4
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 ...
Suggested by: Najmuzzaman Mohammad (26 Apr, '21) Upvoted: 14 May Comments: 2
Planned

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.
Suggested by: Adam Train (07 Nov, '19) Upvoted: 14 May Comments: 7
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.
Suggested by: Jared King (24 Sep, '19) Upvoted: 14 May Comments: 6
Planned

Send monthly statements

Would like the ability to send statements, with payment links, to all customers each month
Suggested by: Frank Traylor (25 Jun, '20) Upvoted: 14 May Comments: 9
Planned

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 ...
Suggested by: Richard (23 Apr, '20) Upvoted: 16 Nov, '23 Comments: 4
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 ...
Suggested by: Jared King (24 Sep, '19) Upvoted: 12 Apr Comments: 5
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.
Suggested by: Peter Ellison (12 Jul, '23) Upvoted: 01 Mar Comments: 1
Under consideration

Make Instant Verification Optional for Stripe Integration

Our clients require the need to be able to input the routing number and account numbers to go through the microdeposit verification of their bank accounts to enable ...
Suggested by: Traci O (26 Apr) Upvoted: 07 May Comments: 0
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.
Suggested by: Allyson B (08 Nov, '21) Upvoted: 17 Apr Comments: 0
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 ...
Suggested by: Christopher (14 Oct, '21) Upvoted: 02 May, '23 Comments: 0
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.
Suggested by: Alison Wallace (29 Jul, '20) Upvoted: 01 Mar Comments: 4
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 ...
Suggested by: Allyson B (30 Mar, '21) Upvoted: 12 Dec, '22 Comments: 3
Not planned

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 ...
Suggested by: Corey (05 Feb, '20) Upvoted: 14 Feb Comments: 4
Planned

Payment Links

I would love to have a signup page which would simply be a one-time charge. "Purchase a Block of Hours"
Suggested by: Ryan Crozier (05 Jun, '20) Upvoted: 08 Apr Comments: 3
Planned

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 ...
Suggested by: Beth Pratt (15 Sep, '22) Upvoted: 25 Jan Comments: 1
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!
Suggested by: Maurice (31 Oct, '22) Upvoted: 13 Mar Comments: 0
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 ...
Suggested by: BPowell (05 Jul, '23) Upvoted: 27 Sep, '23 Comments: 7
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
Suggested by: Sophie F (29 Oct, '19) Upvoted: 06 Apr Comments: 6
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 ...
Suggested by: Neil Schneider (11 Dec, '19) Upvoted: 06 Mar, '23 Comments: 4
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.
Suggested by: Parag (17 Jan, '20) Upvoted: 04 Apr, '23 Comments: 3
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 ...
Suggested by: Jana (20 Feb, '20) Upvoted: 17 Apr Comments: 2
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!
Suggested by: Anton (18 Aug, '21) Upvoted: 27 Jul, '23 Comments: 2
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) ...
Suggested by: Jana (26 Sep, '19) Upvoted: 08 Oct, '21 Comments: 2
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 ...
Suggested by: Adam (01 Apr, '21) Upvoted: 17 Apr Comments: 1
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 ...
Suggested by: Les Paul Lopez (31 Jan, '22) Upvoted: 18 Dec, '23 Comments: 2
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 ...
Suggested by: Christine (24 Oct, '19) Upvoted: 29 Dec, '23 Comments: 1
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 ...
Suggested by: Rebecca Anderson (03 Jun, '21) Upvoted: 12 Sep, '22 Comments: 1
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 ...
Suggested by: Brett (08 Jul, '20) Upvoted: 28 Nov, '23 Comments: 1
Under consideration

Strong Customer Authentication (SCA) support

Suggested by: Jared King (25 Sep, '19) Upvoted: 27 Jan, '22 Comments: 1
Planned

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 ...
Suggested by: Maurice (12 Dec, '22) Upvoted: 17 Apr Comments: 0
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 ...
Suggested by: Isaiah Cruz (10 Feb, '23) Upvoted: 16 May Comments: 1
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 ...
Suggested by: Christine (19 Feb, '20) Upvoted: 08 Mar, '22 Comments: 1
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
Suggested by: Les Paul Lopez (13 Sep, '21) Upvoted: 28 Nov, '23 Comments: 2
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 ...
Suggested by: Timothy Bantola (12 Jan, '23) Upvoted: 26 Oct, '23 Comments: 1
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 ...
Suggested by: Lisa (08 Dec, '22) Upvoted: 29 Jun, '23 Comments: 0
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 ...
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'

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 ...
Suggested by: Rapha (07 Jan, '20) Upvoted: 13 May, '22 Comments: 0
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.
Suggested by: Gil (12 Jul, '21) Upvoted: 29 Apr Comments: 2
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 ...
Suggested by: Adam Haney (02 Nov, '20) Upvoted: 13 Dec, '21 Comments: 1
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 ...
Suggested by: Leslie B. (22 Mar, '22) Upvoted: 19 Jul, '22 Comments: 0
Planned

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 ...
Suggested by: Les Paul Lopez (12 Jan, '22) Upvoted: 22 Nov, '22 Comments: 0
Under consideration

Dark Mode

Looking for an option to change the browser background to a darker color other than white.
Suggested by: Phil (17 Feb, '22) Upvoted: 17 Aug, '23 Comments: 1
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 ...
Suggested by: Les Paul Lopez (28 Dec, '21) Upvoted: 02 May, '23 Comments: 1
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 ...
Suggested by: Kevin (23 Oct, '19) Upvoted: 02 Mar, '22 Comments: 1
Under consideration

Slack Notification for integration sync errors

Suggested by: Les Paul Lopez (08 Jul, '22) Upvoted: 17 Aug, '23 Comments: 0
Under consideration

Required Fields

We would like to the option to make any field a required field, even the add on custom fields,
Suggested by: Justin Morfey (29 Sep, '21) Upvoted: 08 Jun, '23 Comments: 3
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 ...
Suggested by: Andy (12 Dec, '20) Upvoted: 11 Apr, '23 Comments: 1
Planned

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 ...
Suggested by: Vitali (17 Dec, '19) Upvoted: 31 Oct, '23 Comments: 1
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 ...
Suggested by: Les Paul Lopez (15 Dec, '22) Upvoted: 31 Jan Comments: 0
Under consideration