Our customers made these suggestions for improving Invoiced A/R Cloud. 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,
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
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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 ...
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 ...
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 ...
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 ...
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 ...
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.
Done
Invoice with attachments
Ability to send invoice with additional files (invoice back up) like T&M tickets, payment applications, timesheets, etc.
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 ...
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 ...
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 ...
Under consideration
Slack Notification for integration sync errors
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.
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.
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.
Under consideration
Ability to include notes on customer exports
The ability to include the notes field on customer exports would be useful
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 ...
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 ...
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 ...
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 ...
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?
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 ...
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 ...
Under consideration
Dark Mode
Looking for an option to change the browser background to a darker color other than white.
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: ...
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 ...
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 ...
Under consideration
Custom Fields formatting to support dates
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 ...
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 ...
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 ...
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 ...
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".
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 ...
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 ...
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 ...
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 ...
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 ...
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.
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 ...
Under consideration
Implement WCAG2.1 web accessibility guidelines
Under consideration
Use variables in template footer fields
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 ...
Under consideration