Our customers made these suggestions for improving Invoiced A/R Cloud. Suggestions for improving Invoiced A/R Cloud.
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: 18 Nov • Comments: 5
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 • Comments: 0
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
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
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: 23 Nov • Comments: 5
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 • Comments: 3
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: 12 Sep • Comments: 6
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: 19 May • Comments: 3
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
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
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
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 • Comments: 0
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
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) • Upvoted: 19 Jul • Comments: 0
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) • Upvoted: 22 Nov • Comments: 0
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 • Comments: 3
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 • Comments: 1