Our customers made these suggestions for improving Invoiced A/R Cloud. Suggestions for improving Invoiced A/R Cloud.
Add the function to either mail or email invoices in bulk. The chasing cadences are great, but it is often necessary to send invoices outside of the cadences, ...
Suggested by: Andy (07 Nov, '19) • Upvoted: 24 Jan • Comments: 23
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: 06 Mar • Comments: 6
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: 22 Mar • Comments: 4
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: 06 Mar • Comments: 6
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: 19 Jan • Comments: 9
Per-plan discounting for subscription addons
Our subscriptions leverage a number of add-on modules. Our pricing model for some of these modules involves discounts for when customers purchase multiple modules ...
Suggested by: Lorne Liechty (27 Sep, '19) • Upvoted: 16 May, '22 • Comments: 28
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: 06 Mar • Comments: 4
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
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: 15 Dec, '22 • Comments: 3
Convenience Fee per Invoice rather than global
Ability to enable or disable convenience on a per invoice basis instead of globally. We only need to charge a convenience fee to cover merchant fees on certain types ...
Suggested by: Bryan P (20 Nov, '20) • Upvoted: 02 Feb • Comments: 6
Currently customers can be deleted permanently or marked as inactive via a custom field. Archiving a customer would be nice as a standard feature.
Suggested by: Jared King (24 Sep, '19) • Upvoted: 17 Jun, '22 • Comments: 4
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: 12 Sep, '22 • Comments: 0
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: 08 Dec, '22 • Comments: 0
Add filter to Customer list to show only customers with an open balance
This will help filter out large lists of customers especially when exporting/selecting multiple to only show customers that currently have an open balance
Suggested by: Jana (24 Sep, '19) • Upvoted: 14 Apr, '21 • Comments: 8
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: 23 Nov, '22 • Comments: 2
Credit card convenience fees
A new setting that gives the ability to surcharge or add a convenience fee for customers making credit card payments.
Suggested by: Jared King (24 Sep, '19) • Upvoted: 26 Jan, '21 • Comments: 4
Monthly Reoccuring Revenue was Removed from Dashboard
Please see ChartMogul integration for a solution: https://www.invoiced.com/resources/docs/integrations/chartmogul Please bring back the MRR number on the ...
Suggested by: Zeke (17 Oct, '19) • Upvoted: 08 Jul, '20 • Comments: 2
Email Notification when Task Assigned
Add Task notification options to the notification dropdown to email account managers when a task has been assigned to them on the collections tab.
Suggested by: Sommer (01 Nov, '19) • Upvoted: 13 Dec, '21 • Comments: 9
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"
Suggested by: Ryan Crozier (05 Jun, '20) • Upvoted: 24 Feb • Comments: 3
File attachments on the customer level
Suggested by: Jana (03 Oct, '19) • Upvoted: 30 Mar, '22 • Comments: 9
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: 27 Dec, '22 • Comments: 6
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 • Comments: 4
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: 16 Jun, '22 • Comments: 3
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
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: 02 Feb • Comments: 0
AR adjustments in Intacct should be applied against invoice balance in Invoiced
Currently only payments will alleviate AR balances in Invoiced - any AR adjustments made to the invoice in the accounting system should also alleviate the ...
Suggested by: Christine (09 Oct, '19) • Upvoted: 10 Aug, '20 • Comments: 3
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: 29 Mar, '22 • Comments: 2
Tax Calculations Mapped to Different GLs
For invoices created in Invoiced, tax amounts should map to a different GL in the accounting system than the revenue.
Suggested by: Christine (27 Sep, '19) • Upvoted: 31 Oct, '20 • Comments: 0
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
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: 15 Aug, '22 • Comments: 1
Strong Customer Authentication (SCA) support
Suggested by: Jared King (25 Sep, '19) • Upvoted: 27 Jan, '22 • Comments: 1
Convenience Fees per customer
It would be extremely helpful if this fee could be implemented on a per customer basis. Currently it is only on or off for all customers.
Suggested by: David Feinberg (18 Aug, '21) • Upvoted: 15 Dec, '22 • Comments: 0
Customize Late Fees Per Client
It would be nice to have a customized late fee per client or per invoice instead of 1 generalized late fee.
Suggested by: Jeffrey Brown (28 Apr, '20) • Upvoted: 10 Jan, '22 • Comments: 3
"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
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: 12 Sep, '22 • Comments: 1
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 Jan • Comments: 0
Allow customization of column headers in invoiced
Would be nice to be able to display information such as the customers email or a custom field in the grid.
Suggested by: Michael Bull (01 Nov, '19) • Upvoted: 30 Jun, '21 • Comments: 4
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
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: 30 Sep, '22 • Comments: 1
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
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
Deposit payments without estimates
Need the ability to received deposits on account without using estimates for customers with open AR. Currently deposits on customer accounts can be processed without ...
Suggested by: Debra Wolsey (19 Jul, '21) • Upvoted: 08 Jul, '22 • Comments: 4
Collections Notes Reporting
It would be great to be able to run an AR report with the aging balances for each customer, and then off to the side the most recent collections notes (or action ...
Suggested by: Adam Haney (28 Sep, '20) • Upvoted: 12 May, '21 • Comments: 4
Activities list should display the balance owing on account
In order to help teams to prioritize tasks in a day, displaying the total amount owing per account on the activity screen would be incredibly helpful.
Suggested by: Christine (09 Oct, '19) • Upvoted: 30 Mar, '21 • Comments: 1
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
Support for overpayments with Intacct integration
Currently the Invoiced-Intacct integration does not sync overpayments posted in Intacct. It would be useful if such overpayments could sync to Invoiced as credit ...
Suggested by: Les Paul Lopez (13 Jan, '22) • Upvoted: 15 Dec, '22 • Comments: 0
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
Ability to void an Invoice
We had a customer approve an estimate, so we created them an invoice. Later they decided to purchase through a distributor rather than directly from us. They are a ...
Suggested by: Lorne Liechty (24 Sep, '19) • Upvoted: 03 Dec, '21 • Comments: 0
Credit Memo Syncing
Please create a sync for Credit Memos created in QBO to sync to the customer account in invoiced so that it can be applied to invoices.
Suggested by: Natalie (20 Feb, '20) • Upvoted: 21 Jan, '21 • Comments: 4
Generate statements containing both parent and child invoices
It would be helpful if we can just generate one consolidated statement containing invoices from both parent and child customers, especially since we mail actual paper ...
Suggested by: Jerome (01 Oct, '20) • Upvoted: 22 Sep, '22 • Comments: 3