Our customers made these suggestions for improving Invoiced A/R Cloud. Suggestions for improving Invoiced A/R Cloud.
Enable autopay at the subscription level
Have the ability to add autopay that only applies to Subscriobtion invoices
Under consideration
CC Field on emails
It would be great to be able to CC internal account reps on invoices that go out for their customers. Currently there is only a BCC field but then if the email gets ...
Under consideration
Additional Income Accounts Mapped to Accounting System
It would be super helpful if more than one income account could be synced. For example, we would like to sync two to three income types:
Recurring ...
Done
Add notification for payment plan approval
Hi, Can you add an "email notification" when a customer approves a payment plan? This is so needed!
Done
Sending letters to customer contacts
Instead of sending a letter to the billing address, there should be the option to send to one of the customer's sub-contacts that have mailing addresses.
Done
No invoice numbers for draft invoices
Instead of auto generating invoice numbers, leave the field blank until the invoice is issued.
Currently the numbering continues after the draft invoice - so if it ...
Under consideration
Show the most recent updated timestamp on email threads in the recent emails box
It would be helpful to see the most recent updated timestamp in the recent emails box in the customer profile to demonstrate when a new follow-up email has been ...
Under consideration
Provide Admin access to Set Global Notifications to either on or off
We need the ability to set the Notifications to either ON or OFF and not allow the users to modify the notifications. To ask the hundreds of users to set the ...
Done
AutoPay invoice email template
Currently, sending an invoice to a customer who is on AutoPay uses the default invoice notification email template. A dedicated template that reminds the customer ...
Done
Revenues mapped to different GLs depending on the item sold (QBO)
We would like to add to map each item to a different revenue account in QBO
Not planned
Allow advance payments for customers with outstanding invoices
Sometimes customers send advance payments when they already have open invoices, and the Invoiced user interface doesn't allow you to create an advance payment and ...
Under consideration
Allowing "sorting" columns in Reports
Currently there is no live sorting option which forces continues changes when wanting to sort columns live.
Under consideration
Update the "Update" Emails to have ALL payments that went out that day.
With the new notification emails, the "Recent Activity" does not state enough info that is relevant. It basically shows 5 recent things which is only 2 clients worth ...
Under consideration
Ability to set custom durations for customer portal sign-in links
It would be useful if we could assign custom durations / expiration times for any customer portal magic links generated from the system (generate sign-in links, ...
Under consideration
Add approval workflows to smart chasing cadences
It would be useful to add a "require approval" setting for steps within a chasing cadence that requires a user to review and approve the pending steps (in bulk) ...
Under consideration
Forward emails from the inbox
Under consideration
Mass delete Customers and Invoices
To have the option to delete customers and invoices in bulk. Right now the only way, from the UI, to delete customers and invoices, you have to go in each of then to ...
Under consideration
Set minimum payment amounts on customer accounts
It would be useful to have an option for minimum payment amount due on a customer account. Currently we only see the total outstanding balance which doesn't split by ...
Under consideration
Ability to delete emails
Occasionally customers will send sensitive information through their email. We would like to be able to delete these emails for security purposes.
Under consideration
Pause chasing an invoice until the promise-to-pay
We talk to customers and get a promise to pay and add it on Invoiced.com. If they have already promised they will pay an invoice, there is no point in chasing them ...
Under consideration
Mobile App
iOS/Android mobile app with ability to see Dashboard, Estimates and Invoices, so that I can issue invoice immediately after getting estimate approved at any time!
Under consideration
Chasing on outright days (rather than days past due)
Chasing on outright days (rather than days past due) so that an alert can be sent that the invoice is coming due
Under consideration
Allow tax selection for Xero sync
We are forced to use our own scripts instead of your inbuilt Xero integration due to limitations with the way tax is applied to synced invoice.
From Invoiced we ...
Done
Down payments on payment plans
A down payment constraint on the payment plan calculator could simplify the calculation of payment plans that have a different payment amount on the first installment.
Under consideration
Webhooks Identify the Changing Agent
It'd be great to know if the change object the webhooks fire off contained the user agent be it an API, User, or Automated process. Providing it through a header ...
Under consideration
Custom User Permissions
Ability to set user permissions on a more detailed level. Current permission levels are Read-Only, A/R Specialist, Employee, and Administrator. When you switch from ...
Not planned
Able to set a specific date on QBD integration to sync the invoices
Our historic data in QBD consists duplicate invoices on different customers. Whenever we issue an invoice that has duplicate invoice number it is syncing the ...
Done
Invoice Management
Please allow us to manage the outstanding invoices. We should be able to delete, re-send, edit, outstanding invoices.
Under consideration
Overpayments through spreadsheet importer
Currently system doesn't allow to apply overpayments that was imported through spreadsheet importer. Only way is to make a patch API call on that payment to apply the ...
Done
Add convenience fee for PayPal payment method
It would be great to have this option for PayPal (just like we have for Credit cards) as Paypal always charges us a specific fee. Thanks!
Under consideration
Purchase Order Field
The invoice header and reports should have the purchase order (PO) number added. This field should be added to the API as well. I know there is a work around with ...
Done
Send invoices to multiple email addresses
We send invoices to multiple people, either in the To field separated by a semi-colon or in the CC field. Invoiced currently does not allow sending an invoice to ...
Not planned
Email notifications for accounting sync errors
When a customer or transaction fails to sync with the accounting system, it would be useful to get an email notification rather than having to log in and check the ...
Under consideration
Add email template option to invoice cadence
Need the ability to send a different email template for each step in the invoice cadence.
Under consideration
Bulk Invoice Writeoff
It would be useful to have a way to write off a set of invoices in bulk. Currently you must click the writeoff button one at a time, and there's no way to do a ...
Under consideration
Include chasing status in customer exports
Currently the customer export file contains the assigned chasing cadences and the next chasing steps, but there is no indication of chasing being active or paused. ...
Under consideration
Add "Note" Field in Invoice Import Template
The invoice import function via spreadsheet is great, but our invoices require a note with more detail. As of right now, we have to manually go into each imported ...
Done
Ability to customize notification emails
It would be useful to be able to customize the internal user notification emails text & include data from the related transactions & records
Under consideration
Disable username & password login prompt when SSO / SAML is enabled
If SSO or SAML is enabled, the ability to hide the username & password prompt would be useful
Under consideration
Include the customer ID on the tasks page
Our team primarily works off of the customer ID in our other systems (accounting system, Salesforce), so it would be helpful if the customer ID appeared on any page ...
Done
Chasing to Multiple Emails (New invoice versus follow up on payment)
Need a way to set up chasing so that the invoice goes to one email (for example: ap@company.com) and the billing reminders, past due notifications, and other ...
Under consideration
remove accounts in bulk from chasing cadences
Currently, in order to edit a cadence, you have to remove all affected accounts/customers one by one, but it would be great if you could override that to remove or ...
Under consideration
Dynamic Invoice Send Schedule
It would be helpful to make send rules such as, I would like to send the invoice on a Weekday at 9am. If the 1st falls on a weekend, make sure to send on the last ...
Done
More integration with QB
We use different sales accounts in QB to track product sales. It would be good to be able to import current product/services and have them be mapped to the income ...
Done
# of customer's over time graph on Dashboard
It would be great to have a visual representation of the number of customers over a period of time on the Dashboard. We are a SaaS business so # of billable customers ...
Not planned
Customer currency setting
In multi-currency mode the currency on a customer is inferred based on recent transaction history. A customer currency setting would allow more explicitly specifying ...
Done
Include ship_to property on estimates, invoices, and subscriptions
Currently this is a non-standard field. It should be made a standard field in the API.
Done
"Prompt" selectable filters for custom reports at run time
The out-of-box reports in Invoiced allow the user to select filters from the available custom fields when generating the report. It would be useful if we could do the ...
Under consideration