Suggestions for improving Invoiced A/R Cloud.

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: 19 Jul, '22 Comments: 2
Under consideration

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 Lopez (13 Sep, '21) Upvoted: 12 Dec, '22 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

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: 09 Dec, '22 Comments: 0
Under consideration

Need notifications for messages received in inbox

There is a feature and default setting where customer responses to email reminders go to an inbox. But there doesn't appear to be any way to know that there are ...
Suggested by: Bryan P (07 Oct, '20) Upvoted: 14 Dec, '21 Comments: 8
Done

Credits Not Included in AR Balance

Currently the AR Aging report is inaccurate/incomplete because it does not include the balance of credits/credit notes. The AR Aging report should be a complete view ...
Suggested by: Adam Haney (06 Aug, '20) Upvoted: 03 Nov, '20 Comments: 4
Done

Support Convenience Fees with Intacct Integration

Currently the integration with Intacct does not sync payment convenience fees from Invoiced and these must be manually adjusted for in Intacct. If Invoiced could ...
Suggested by: Les Lopez (27 May, '21) Upvoted: 26 Aug, '22 Comments: 2
Done

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: 05 Oct, '22 Comments: 1
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: 02 Nov, '22 Comments: 1
Under consideration

More than 100 Customers on a page/better page navigation

It would be great if there were no limit to the number of customers viewable on the customer page at a time. Or at least give more navigation options than a tiny ...
Suggested by: Adam Haney (25 Aug, '20) Upvoted: 30 Sep, '22 Comments: 0
Under consideration

Assess Late Fees to Autopay Invoices

It is not uncommon for invoices set up on autopay to go uncollected due to issues such as customers not adding a payment method to the system or their credit card ...
Suggested by: Vikki Lynch (21 Jul, '20) Upvoted: 09 May, '22 Comments: 3
Under consideration

Update late fee amount based on amount due and not original amount after partial payment

We process late fees as a percentage and if an invoice has been partially paid the late fee is still calculated by the original invoice amount rather than the amount ...
Suggested by: Kalie (17 Jun, '21) Upvoted: 29 Jul, '22 Comments: 2
Done

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: 28 Jul, '22 Comments: 1
Under consideration

Time stamp in the collection note.

It's frequently necessary to know the time I contacted a customer. A time stamp would make note taking more accurate.
Suggested by: Allyson B (29 Mar, '21) Upvoted: 18 May, '21 Comments: 1
Done

Invoice with attachments

Ability to send invoice with additional files (invoice back up) like T&M tickets, payment applications, timesheets, etc.
Suggested by: Alexandra (03 Feb, '21) Upvoted: 26 Apr, '21 Comments: 1
Done

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: 31 Dec, '22 Comments: 1
Under consideration

Set Chasing Cadence steps for a specific date rather than account age

I have customers that are doing a payment plan across multiple invoices. I have set up custom chasing cadences for them based on what their account age will be when ...
Suggested by: Aubrie (26 Aug, '20) Upvoted: 01 Aug, '22 Comments: 1
Under consideration

Adding late payment penalties on missed payment plans

I am a criminal defense attorney charging a one time capped hourly fee. It's much easier to bill the entire amount on one invoice and then set up minimum invoices ...
Suggested by: Edward Stone (11 Mar, '20) Upvoted: 31 May, '22 Comments: 1
Under consideration

Slack Notification for integration sync errors

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

Add "invoice.payment_expected" event type to webhook

Currently it's not possible to receive webhook requests for the "invoice.payment_expected" event type. This would be really nice to have.
Suggested by: Max Malm (18 Mar, '22) Upvoted: 22 Mar, '22 Comments: 0
Under consideration

Update Parent Customer field via spreadsheet

It would be helpful to update the Parent Customer field with a spreadsheet upload. It’s not a field in the customer spreadsheet upload options, but “bill to parent” is.
Suggested by: Isaiah Cruz (09 Mar, '22) Upvoted: 23 Sep, '22 Comments: 0
Under consideration

Format text in notes

It would be helpful to be able to underline, bold, italicize or color the text in a collection note to emphasize important things.
Suggested by: Allyson B (23 Aug, '21) Upvoted: 19 Jul, '22 Comments: 0
Under consideration

Ability to include notes on customer exports

The ability to include the notes field on customer exports would be useful
Suggested by: Les Lopez (24 Feb, '21) Upvoted: 26 Aug, '22 Comments: 0
Under consideration

QB Sync - Deposit payments to specific accounts based on payment type

Currently, any payment received in Invoice is applied to the Undeposited Funds account when syncing in Quickbooks online. Instead, it would be easier to create a ...
Suggested by: Brian (04 Oct, '19) Upvoted: 12 Nov, '20 Comments: 4
Done

Calculate Auto Pay date based on Due Date

Currently, Auto Pay calculates on Invoice date - which makes it not work if you have more than 1 Payment term. For example - N30 - you can set Auto Pay to execute in ...
Suggested by: Bonnie Barnes (08 Sep, '21) Upvoted: 21 Dec, '22 Comments: 3
Under consideration

Make "Bill to" and "Ship to" on an Invoice a selectable dropdown from the list of customer contacts

We have a number of customers where there is a need to send Invoices for certain products to different departments / divisions within the same company. Ideally there ...
Suggested by: Lorne Liechty (24 Sep, '19) Upvoted: 25 Sep, '20 Comments: 3
Done

Assign Custom Invoice Templates by Customer

It would be useful if we could assign different custom invoice / statement templates to individual customers along with the default template set in the Appearance ...
Suggested by: Les Lopez (16 Jun, '21) Upvoted: 07 Jul, '22 Comments: 2
Under consideration

Due on receipt invoices should be past due after 1 day not paid

Hi there, shouldn't invoices that are due on receipt go to past due instead of current after 1 day of going unpaid?
Suggested by: Rocky (08 Jun, '21) Upvoted: 05 Aug, '22 Comments: 2
Not planned

Allow end customers to disable autopay

We currently use Invoiced to bill our customers and have it configured so the customer can enable autopay if they wish. We've had a loft of complaints recently ...
Suggested by: John King (09 Apr, '20) Upvoted: 15 Dec, '22 Comments: 2
Under consideration

History Tabs need to show all history, especially email

There was a recent change that moved invoice sending history to the customer email chain. I would prefer to see all email history for an invoice on the history tabs ...
Suggested by: Lisa McNeill (04 Apr, '22) Upvoted: 19 Jul, '22 Comments: 1
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: 30 Sep, '22 Comments: 1
Under consideration

Add Detail lines for Note logs

Make it capable for us to add Call/Email information for each note Like a header that we can see when going into the collection note screen Example: ...
Suggested by: Crystal (28 May, '21) Upvoted: 08 Mar, '22 Comments: 1
Under consideration

Chasing Improved

Chasing should be easy and customizable. 1. Repeater - you currently have an option that allows sending a reminder everyday until invoice is paid (it's under ...
Suggested by: Alex Rappoport (01 Oct, '20) Upvoted: 09 Jan Comments: 1
Done

Direct Debit for Sign up Pages

Please add direct debit as an option for customers to use on Sign up pages. Please make it an optional/cofigurable item. We're going to be using GoCardless and unable ...
Suggested by: Daniel Carrion (21 Oct, '19) Upvoted: 16 Aug, '22 Comments: 1
Under consideration

Custom Fields formatting to support dates

Suggested by: Jana (02 Oct, '19) Upvoted: 08 Mar, '22 Comments: 1
Under consideration

Make line item detail in invoice url optional

This would be necessary for customers that are subject to special pricing or bundles. Hiding the line item detail and just showing the balance due would work and ...
Suggested by: Jana (30 Sep, '19) Upvoted: 03 May, '21 Comments: 1
Not planned

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: 18 Jan Comments: 0
Under consideration

Adjust timing of when and invoice reflects as Past Due

Past due should be based on the day after the due date of any invoice. We have noticed that invoices show as late on the due date. Please update your system to ...
Suggested by: Heidi Hutchison (29 Jul, '22) Upvoted: 30 Aug, '22 Comments: 0
Under consideration

The minimum threshold of generate late fees

We would like to have a solution not to generate late fees for past due invoices where the amount is < $25 or £25. Because of this functionality, Late fee invoices ...
Suggested by: Sahil Wadhwa (28 Jul, '22) Upvoted: 25 Oct, '22 Comments: 0
Under consideration

Schedule a payment in the customer portal

Allowing the customer to schedule a payment using CC or ACH for a date in the future instead of "Pay Now".
Suggested by: Nam (22 Feb, '22) Upvoted: 30 Sep, '22 Comments: 0
Under consideration

Customize table on customer page

It would be nice to edit the columns for the table on the customer page. We'd like to have some invoice details shown in the columns there. This saves time from ...
Suggested by: Isaiah Cruz (17 Feb, '22) Upvoted: 07 Dec, '22 Comments: 0
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: 17 Feb, '22 Comments: 0
Under consideration

Customize User Notification Emails

It would be helpful if we could modify the content of the internal user notification emails and include merge fields. For example - modify the "invoice has been paid ...
Suggested by: Les Lopez (18 Aug, '21) Upvoted: 26 Aug, '22 Comments: 0
Under consideration

Convenience fees

Enable the ability for the fee to be more specific. For example, for the the fee to be for only customers NOT on auto pay? Therefore, a customers paying with credit ...
Suggested by: David Feinberg (15 Jul, '21) Upvoted: 12 Dec, '22 Comments: 0
Under consideration

Make the "New Invoice Email" trigger part of the chasing sequences

This would allow us to determine when each new invoice gets emailed instead of it getting auto-emailed 5 min after it is created. We'd like to be able to set the ...
Suggested by: Rosalia (17 Feb, '21) Upvoted: 23 Feb, '22 Comments: 0
Under consideration

Payment Method (Card Type) Export/Report

A report that details payments by card type (Visa, AMX, etc). Exports card type back to Quickbooks.
Suggested by: Silvio (29 Jan, '20) Upvoted: 05 Mar, '20 Comments: 0
Under consideration

One-time coupon codes for sign up pages

Sign up pages currently don't have the ability to reflect a one-time coupon code as a discount that doesn't impact the recurring monthly amount. This would be helpful ...
Suggested by: Dana Toro (15 Oct, '19) Upvoted: 08 Jul, '21 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

Use variables in template footer fields

Suggested by: Adam Train (26 Sep, '19) Upvoted: 08 Mar, '22 Comments: 0
Under consideration

Customer portal option to pay outstanding balance

The pay all invoices interstitial should be configurable to show pay full balance or past due balance only options. Most places will stipulate that you have to pay ...
Suggested by: Jared King (24 Sep, '19) Upvoted: 30 Sep, '22 Comments: 0
Under consideration