Suggestions for improving Invoiced.

Payment Method (Card Type) Export/Report

Suggested by: Silvio (29 Jan, '20) Upvoted: 05 Mar, '20 Comments: 0
Under consideration

One-time coupon codes for sign up pages

Suggested by: Dana Toro (15 Oct, '19) Upvoted: 08 Jul Comments: 0
Under consideration

Implement WCAG2.1 web accessibility guidelines

Suggested by: Adam Train (01 Oct, '19) Upvoted: 07 Oct, '19 Comments: 0
Under consideration

Sending letters to customer contacts

Suggested by: Jared King (25 Sep, '19) Upvoted: 29 Jul, '20 Comments: 2
Done

Add Detail lines for Note logs

Suggested by: Crystal (28 May) Upvoted: 23 Aug Comments: 1
Under consideration

Additional Income Accounts Mapped to Accounting System

Suggested by: Marcell (07 Jul, '20) Upvoted: 03 Nov, '20 Comments: 1
Planned

AutoPay invoice email template

Suggested by: Link Porterfield (08 May, '20) Upvoted: 10 Dec, '20 Comments: 1
Done

Revenues mapped to different GLs depending on the item sold (QBO)

Suggested by: Jose (21 Jan, '20) Upvoted: 31 Oct, '20 Comments: 1
Not planned

Add notification for payment plan approval

Suggested by: Michael Sean Covey (17 Dec, '19) Upvoted: 27 Apr Comments: 1
Under consideration

Direct Debit for Sign up Pages

Suggested by: Daniel Carrion (21 Oct, '19) Upvoted: 05 May, '20 Comments: 1
Under consideration

Provide Admin access to Set Global Notifications to either on or off

Suggested by: Heidi Hutchison (10 Mar) Upvoted: 29 Apr Comments: 0
Under consideration

Ability to include notes on customer exports

Suggested by: Les Lopez (24 Feb) Upvoted: 01 Apr Comments: 0
Under consideration

Allow tax selection for Xero sync

Suggested by: Daniel Carrion (19 Oct, '19) Upvoted: 17 Sep, '20 Comments: 0
Under consideration

Use variables in template footer fields

Suggested by: Adam Train (26 Sep, '19) Upvoted: 07 Feb, '20 Comments: 0
Under consideration

Webhooks Identify the Changing Agent

Suggested by: Ryley Sevier (21 Nov, '19) Upvoted: 02 Jan, '20 Comments: 6
Under consideration

Custom User Permissions

Suggested by: Adam Haney (05 Oct, '20) Upvoted: 16 Jul Comments: 4
Not planned

CC Field on emails

Suggested by: Adam Haney (11 Nov, '20) Upvoted: 08 Apr Comments: 3
Under consideration

Purchase Order Field

Suggested by: Ryan McBee (31 Oct, '20) Upvoted: 16 Nov, '20 Comments: 2
Done

customer portal for parent customer

Suggested by: Gil (12 Jul) Upvoted: 08 Sep Comments: 1
Under consideration

Ability to customize notification emails

Suggested by: Les Lopez (24 Feb) Upvoted: 23 Aug Comments: 1
Under consideration

Include the customer ID on the tasks page

Suggested by: Kyle (05 Feb) Upvoted: 03 Mar Comments: 1
Done

Adding late payment penalties on missed payment plans

Suggested by: Edward Stone (11 Mar, '20) Upvoted: 10 Feb Comments: 1
Under consideration

More integration with QB

Suggested by: Nick M (26 Feb, '20) Upvoted: 23 Mar Comments: 1
Done

# of customer's over time graph on Dashboard

Suggested by: Michelle Sigmund (02 Dec, '19) Upvoted: 19 Feb, '20 Comments: 1
Not planned

Customer currency setting

Suggested by: Jared King (24 Sep, '19) Upvoted: 25 Sep, '19 Comments: 1
Done

Include ship_to property on estimates, invoices, and subscriptions

Suggested by: Jared King (24 Sep, '19) Upvoted: 07 Oct, '19 Comments: 1
Done

Format text in notes

Suggested by: Allyson B (23 Aug) Upvoted: 27 Aug Comments: 0
Under consideration

Customize User Notification Emails

Suggested by: Les Lopez (18 Aug) Upvoted: 20 Aug Comments: 0
Under consideration

Ability to delete emails

Suggested by: Marki Davis (09 Jul) Upvoted: 23 Aug Comments: 0
Under consideration

Add "Note" Field in Invoice Import Template

Suggested by: Meg Powell (26 Apr) Upvoted: 19 Jun Comments: 0
Under consideration

Notifications for Internal Activity

Suggested by: Les Lopez (23 Apr) Upvoted: 29 Apr Comments: 0
Under consideration

Function to refresh the sandbox environment with production data

Suggested by: Les Lopez (25 Mar) Upvoted: 22 Jun Comments: 0
Under consideration

Ability to filter on which invoices have expected payment dates

Suggested by: Les Lopez (24 Feb) Upvoted: 25 Mar Comments: 0
Under consideration

Bulk delete customers

Suggested by: Alexandra (21 Feb) Upvoted: 23 Aug Comments: 0
Under consideration

Mobile App

Suggested by: Anton (04 Dec, '20) Upvoted: 10 Mar Comments: 0
Under consideration

Ability to save a custom invoice template

Suggested by: Meg Powell (27 Nov, '20) Upvoted: 16 Jun Comments: 0
Under consideration

Chasing to Multiple Emails (New invoice versus follow up on payment)

Suggested by: Lisa McNeill (26 Oct, '20) Upvoted: 08 Apr Comments: 0
Under consideration

Chasing Improved

Suggested by: Alex Rappoport (01 Oct, '20) Upvoted: 30 Aug Comments: 0
Under consideration

More than 100 Customers on a page/better page navigation

Suggested by: Adam Haney (25 Aug, '20) Upvoted: 10 Mar Comments: 0
Under consideration

Dynamic Invoice Send Schedule

Suggested by: Alex (09 Mar, '20) Upvoted: 03 May, '20 Comments: 0
Under consideration

Notifying other users with @notifications in notes, e.g. @jimbob.

Suggested by: Chris (06 Mar, '20) Upvoted: 10 Mar Comments: 0
Under consideration

File Attachments - Email

Suggested by: Michael Bull (10 Jan, '20) Upvoted: 23 Jan, '20 Comments: 0
Under consideration

Agree terms and conditions for invoice print

Suggested by: Techdesign (26 Nov, '19) Upvoted: 30 Apr Comments: 0
Under consideration

Mark estimate as invoiced

Suggested by: Shomari (17 Oct, '19) Upvoted: 27 May, '20 Comments: 0
Under consideration

Record refunds issued outside of Invoiced

Suggested by: Jared King (24 Sep, '19) Upvoted: 20 Aug Comments: 0
Not planned

Allow customers to decline estimates

Suggested by: Jared King (24 Sep, '19) Upvoted: 05 May, '20 Comments: 0
Under consideration

Down payments on payment plans

Suggested by: Jared King (24 Sep, '19) Upvoted: 12 May Comments: 0
Under consideration

Discount reporting

Suggested by: Jared King (24 Sep, '19) Upvoted: 07 Feb, '20 Comments: 0
Done

Invoice numbering based on date

Suggested by: Jared King (24 Sep, '19) Upvoted: 07 Oct, '19 Comments: 0
Under consideration

Payment Plan Amount Due Is Incorrect

Suggested by: Adam Haney (30 Jul) Upvoted: 02 Aug Comments: 3
Not planned

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