Suggestions for improving Invoiced.

Create email trigger for credit cards expiring soon

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: 19 Feb Comments: 7
Under consideration

Smart Chasing cadence steps

When a customer has multiple invoices, if oldest invoice is paid, the next step in the cadence should be re-assigned to the appropriate step depending on how past due ...
Suggested by: Alice (30 Oct, '19) Upvoted: 13 Feb Comments: 4
Under consideration

Invoice Chasing

Add the function to either mail or email invoices in bulk. The chasing cadences are great, but it is often necessary to send invoices outside of the cadences, ...
Suggested by: Andy (07 Nov, '19) Upvoted: 30 Mar, '23 Comments: 23

Customer portal onboarding emails

It would be helpful to send an onboarding/sign in email that jumps the customer into their customer portal.
Suggested by: Jared King (24 Sep, '19) Upvoted: 25 Aug, '23 Comments: 6
Under consideration

Send monthly statements

Would like the ability to send statements, with payment links, to all customers each month
Suggested by: Frank Traylor (25 Jun, '20) Upvoted: 19 Feb Comments: 9
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 If they have already promised they will pay an invoice, there is no point in chasing them ...
Suggested by: Najmuzzaman Mohammad (26 Apr, '21) Upvoted: 02 Jan Comments: 0
Under consideration

Pause chasing when promise to pay is added

The system would automatically the chasing cadence sequence when a promise to pay is added to an invoice for that customer. If there is a broken promise to pay then ...
Suggested by: Nam (08 Feb, '23) Upvoted: 02 Jan Comments: 0
Under consideration

Email settings by customer

It is very frustrating that I cannot control which customers get copies of invoices when their subscription bills. Some customers want a paid receipt to go out by ...
Suggested by: Richard (23 Apr, '20) Upvoted: 16 Nov, '23 Comments: 4
Under consideration

Convenience Fees per customer

It would be extremely helpful if this fee could be implemented on a per customer basis. Currently it is only on or off for all customers.
Suggested by: David Feinberg (18 Aug, '21) Upvoted: 09 Jun, '23 Comments: 11

Per-plan discounting for subscription addons

Our subscriptions leverage a number of add-on modules. Our pricing model for some of these modules involves discounts for when customers purchase multiple modules ...
Suggested by: Lorne Liechty (27 Sep, '19) Upvoted: 16 May, '22 Comments: 28

Payment plan for account balance

It should be possible to have payment plans span multiple invoices to cover an account balance. Payment plans on the account level would be awesome. If someone has ...
Suggested by: Jared King (24 Sep, '19) Upvoted: 27 Sep, '23 Comments: 5
Under consideration

Add an administrator feature to allow Admins to manually reset a users password.

Allow admins the ability to manually change a users password and then force the user to reset the password upon their next log in session.
Suggested by: Peter Ellison (12 Jul, '23) Upvoted: 2 days ago Comments: 1
Under consideration

Archiving customers

Currently customers can be deleted permanently or marked as inactive via a custom field. Archiving a customer would be nice as a standard feature.
Suggested by: Jared King (24 Sep, '19) Upvoted: 17 Jun, '22 Comments: 4

Format text in emails

It would be helpful to be able to underline, bold, italicize or color the text in emails to emphasize important things.
Suggested by: Allyson B (08 Nov, '21) Upvoted: 25 Oct, '23 Comments: 0
Under consideration

Payment Plans AutoPay - Auto Retry 2nd Credit Card on File.

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: 02 May, '23 Comments: 0
Under consideration

Updating Exp Date for Credit Cards

Currently, it is not possible to change the expiration date ONLY, for credit cards. Many cards have the same #, but the exp. date changes. Having the option to just ...
Suggested by: Allyson B (30 Mar, '21) Upvoted: 12 Dec, '22 Comments: 3
Not planned

Allow customers to sign a contract

Allow customers to sign a contract from the customer portal or integrate with a contract signing platform.
Suggested by: Alison Wallace (29 Jul, '20) Upvoted: 19 Feb Comments: 3
Under consideration

Additional 2FA Providers

Hello, Currently I'm aware that Invoiced only utilizes Authy for MFA. Our organization uses Duo for all of our services. It would be beneficial to integrate with ...
Suggested by: Corey (05 Feb, '20) Upvoted: 14 Feb Comments: 4

Add filter to Customer list to show only customers with an open balance

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

Monthly Recurring Revenue Tracking

Suggested by: Zeke (17 Oct, '19) Upvoted: 08 Jul, '20 Comments: 4

Credit card convenience fees

A new setting that gives the ability to surcharge or add a convenience fee for customers making credit card payments.
Suggested by: Jared King (24 Sep, '19) Upvoted: 26 Jan, '21 Comments: 4

Signup Pages - One Time Charge

I would love to have a signup page which would simply be a one-time charge. "Purchase a Block of Hours"
Suggested by: Ryan Crozier (05 Jun, '20) Upvoted: 22 Nov, '23 Comments: 3
Under consideration

Invoice number added to notifications on credit card payment failures

Is there a possibility of referencing the invoice number that is failing on these payment notifications from Invoiced? <|Charge failed> XYZ Company - AP payment for ...
Suggested by: Beth Pratt (15 Sep, '22) Upvoted: 25 Jan Comments: 1
Under consideration

Email Notification when Task Assigned

Add Task notification options to the notification dropdown to email account managers when a task has been assigned to them on the collections tab.
Suggested by: Sommer (01 Nov, '19) Upvoted: 13 Dec, '21 Comments: 9

Bulk Action to complete or delete tasks

It would be beneficial to our team to bulk complete or delete tasks in Invoiced. Doing this one-by-one can become tedious. Thank you!
Suggested by: Maurice (31 Oct, '22) Upvoted: 10 May, '23 Comments: 0
Under consideration

New UI update automatically sorting aging invoices by date (newest to oldest)

Under each customer name, their invoices are now (since the recent UI update) being sorted automatically by date newest to oldest. I preffered the old way which ...
Suggested by: BPowell (05 Jul, '23) Upvoted: 27 Sep, '23 Comments: 7
Under consideration

Separate First and last name field for customer

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: 06 Mar, '23 Comments: 4
Under consideration

SalesForce: Add a button to convert Opportunity to Invoice in Salesforce

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: 04 Apr, '23 Comments: 3
Under consideration

File attachments on the customer level

Suggested by: Jana (03 Oct, '19) Upvoted: 30 Mar, '22 Comments: 9

Allow users to choose the items displayed on the dashboard

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: 28 Aug, '23 Comments: 6
Under consideration

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!
Suggested by: Anton (18 Aug, '21) Upvoted: 27 Jul, '23 Comments: 2
Under consideration

Consolidated Daily Activity Report

Summary report showing all activity filtered by time period 1) summarize sales line items (item, quan, unit cost, ext cost) 2) total discounts 3) total tax 4) ...
Suggested by: Jana (26 Sep, '19) Upvoted: 08 Oct, '21 Comments: 2
Under consideration

AR adjustments in Intacct should be applied against invoice balance in Invoiced

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

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: 18 Dec, '23 Comments: 2
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: 12 Oct, '23 Comments: 1
Under consideration

Email reminders for invoices with Payment Plans

An email reminder for invoices with payment plans that goes out at a standard interval similar to the one for invoice notices would help a lot. As the invoice ...
Suggested by: Jana (20 Feb, '20) Upvoted: 18 Apr, '23 Comments: 1
Under consideration

Dashboard Info Can Be Drilled Into

On any dashboard (or report), you should be able to click on the graphic in order to see the invoices / customers etc that make up the figure. For example, the ...
Suggested by: Christine (24 Oct, '19) Upvoted: 29 Dec, '23 Comments: 1
Under consideration

Tax Calculations Mapped to Different GLs

For invoices created in Invoiced, tax amounts should map to a different GL in the accounting system than the revenue.
Suggested by: Christine (27 Sep, '19) Upvoted: 31 Oct, '20 Comments: 0

email template by customer settings

allow a setting to assign an email template by customer for the invoice and future invoices so that if customer A is always autopay - I can set that email ...
Suggested by: Rebecca Anderson (03 Jun, '21) Upvoted: 12 Sep, '22 Comments: 1
Under consideration

Bulk Send Draft Invoices

Need a way to bulk issue draft invoices. I have to manually click through 600+ invoices monthly in Draft is a nightmare. Need a select all or check box ...
Suggested by: Brett (08 Jul, '20) Upvoted: 28 Nov, '23 Comments: 1
Under consideration

Strong Customer Authentication (SCA) support

Suggested by: Jared King (25 Sep, '19) Upvoted: 27 Jan, '22 Comments: 1
Under consideration

Customize Late Fees Per Client

It would be nice to have a customized late fee per client or per invoice instead of 1 generalized late fee.
Suggested by: Jeffrey Brown (28 Apr, '20) Upvoted: 10 Jan, '22 Comments: 3

"As Of" Dates for Dashboard

On the dashboard, it would be incredibly helpful to be able to run the report as of a certain date (ie. when reporting month end statistics, to be able to filter the ...
Suggested by: Christine (19 Feb, '20) Upvoted: 08 Mar, '22 Comments: 1

Filter out Child Account Invoices when Generating Statements

It sometimes causes confusion when a statement is generated with Child Account invoices attached to it. Would it be possible to have an option to filter out these ...
Suggested by: Maurice (12 Dec, '22) Upvoted: 17 Jan, '23 Comments: 0
Under consideration

Deposit payments without estimates

Need the ability to received deposits on account without using estimates for customers with open AR. Currently deposits on customer accounts can be processed without ...
Suggested by: Debra Wolsey (19 Jul, '21) Upvoted: 09 Jun, '23 Comments: 6

Allow customization of column headers in invoiced

Would be nice to be able to display information such as the customers email or a custom field in the grid.
Suggested by: Michael Bull (01 Nov, '19) Upvoted: 30 Jun, '21 Comments: 4

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 Paul Lopez (13 Sep, '21) Upvoted: 28 Nov, '23 Comments: 2
Under consideration

Allow customer to pay autopay invoices from the customer portal

Currently, the customer can not pay an invoice if it is on autopay. Only the Invoiced user can pay it for them. It would be more convenient to allow customers to pay ...
Suggested by: Isaiah Cruz (10 Feb, '23) Upvoted: 21 Aug, '23 Comments: 1
Under consideration

Filtering A/R adjustments (Intacct sync)

It's great that from Intacct, we are able to filter only select invoices (order entries) to go into Invoiced. However, a similar filter does not exist for A/R ...
Suggested by: Timothy Bantola (12 Jan, '23) Upvoted: 26 Oct, '23 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: 29 Jun, '23 Comments: 0
Under consideration