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
Suggested by: Hershy (14 Dec, '20) Upvoted: 12 Sep, '22 Comments: 4
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 ...
Suggested by: Adam Haney (11 Nov, '20) Upvoted: 02 Mar, '22 Comments: 3
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 ...
Suggested by: Marcell (07 Jul, '20) Upvoted: 03 Nov, '20 Comments: 2
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!
Suggested by: Michael Sean Covey (17 Dec, '19) Upvoted: 27 Apr, '21 Comments: 2
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.
Suggested by: Jared King (25 Sep, '19) Upvoted: 29 Jul, '20 Comments: 2
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 ...
Suggested by: Gert Fahrnberger, Smint.io (18 Jul, '22) Upvoted: 28 Sep, '22 Comments: 1
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 ...
Suggested by: Alison Wallace (04 Mar, '22) Upvoted: 19 Jul, '22 Comments: 1
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 ...
Suggested by: Heidi Hutchison (10 Mar, '21) Upvoted: 29 Apr, '21 Comments: 1
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 ...
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)

We would like to add to map each item to a different revenue account in QBO
Suggested by: Jose (21 Jan, '20) Upvoted: 31 Oct, '20 Comments: 1
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 ...
Suggested by: Les Paul Lopez (21 Dec, '22) Upvoted: 21 Dec, '22 Comments: 0
Under consideration

Convenience Fee

Adding a convenience fee for some customers but not for others.
Suggested by: Jared Applebaum (18 Nov, '22) Upvoted: 12 Dec, '22 Comments: 0
Under consideration

Allowing "sorting" columns in Reports

Currently there is no live sorting option which forces continues changes when wanting to sort columns live.
Suggested by: Matt H (02 Jun, '22) Upvoted: 11 Oct, '22 Comments: 0
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 ...
Suggested by: Zeke (16 Mar, '22) Upvoted: 17 Mar, '22 Comments: 0
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, ...
Suggested by: Les Paul Lopez (17 Feb, '22) Upvoted: 19 May, '22 Comments: 0
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) ...
Suggested by: Les Paul Lopez (25 Jan, '22) Upvoted: 11 Feb, '22 Comments: 0
Under consideration

Forward emails from the inbox

Suggested by: Alison Wallace (18 Jan, '22) Upvoted: 19 Oct, '22 Comments: 0
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 ...
Suggested by: Charles (20 Oct, '21) Upvoted: 19 Dec, '22 Comments: 0
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 ...
Suggested by: Les Lopez (14 Sep, '21) Upvoted: 26 Aug, '22 Comments: 0
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.
Suggested by: Marki Davis (09 Jul, '21) Upvoted: 03 Mar, '22 Comments: 0
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 ...
Suggested by: Najmuzzaman Mohammad (26 Apr, '21) Upvoted: 01 Aug, '22 Comments: 0
Under consideration

Issuing a refund

Make Issuing a refund easier
Suggested by: Gabriela Chimborazo (24 Mar, '21) Upvoted: 08 Mar, '22 Comments: 0
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!
Suggested by: Anton (04 Dec, '20) Upvoted: 30 Sep, '22 Comments: 0
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
Suggested by: Kate Crisci (24 Sep, '20) Upvoted: 18 Jan Comments: 0
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 ...
Suggested by: Daniel Carrion (19 Oct, '19) Upvoted: 17 Sep, '20 Comments: 0
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.
Suggested by: Jared King (24 Sep, '19) Upvoted: 14 Oct, '21 Comments: 0
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 ...
Suggested by: Ryley Sevier (21 Nov, '19) Upvoted: 02 Jan, '20 Comments: 6
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 ...
Suggested by: Adam Haney (05 Oct, '20) Upvoted: 16 Jul, '21 Comments: 4
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 ...
Suggested by: Illia Shapovalov (01 Feb, '22) Upvoted: 15 Mar, '22 Comments: 3
Done

Invoice Management

Please allow us to manage the outstanding invoices. We should be able to delete, re-send, edit, outstanding invoices.
Suggested by: Philip D. Rogero (11 Jan, '22) Upvoted: 11 Aug, '22 Comments: 3
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 ...
Suggested by: Anuradha (27 Oct, '21) Upvoted: 28 Oct, '21 Comments: 2
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!
Suggested by: Anton (18 Aug, '21) Upvoted: 16 Dec, '22 Comments: 2
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 ...
Suggested by: Ryan McBee (31 Oct, '20) Upvoted: 16 Nov, '20 Comments: 2
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 ...
Suggested by: Adam Haney (12 Aug, '20) Upvoted: 13 Sep, '22 Comments: 2
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 ...
Suggested by: Les Paul Lopez (15 Dec, '22) Upvoted: 17 Jan Comments: 1
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.
Suggested by: Raelene (22 Sep, '22) Upvoted: 12 Jan Comments: 1
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 ...
Suggested by: Les Paul Lopez (04 Jan, '22) Upvoted: 08 Mar, '22 Comments: 1
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. ...
Suggested by: Les Lopez (22 Sep, '21) Upvoted: 08 Mar, '22 Comments: 1
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 ...
Suggested by: Meg Powell (26 Apr, '21) Upvoted: 19 Jun, '21 Comments: 1
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
Suggested by: Les Lopez (24 Feb, '21) Upvoted: 23 Aug, '21 Comments: 1
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
Suggested by: Les Lopez (23 Feb, '21) Upvoted: 26 Aug, '22 Comments: 1
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 ...
Suggested by: Kyle (05 Feb, '21) Upvoted: 03 Mar, '21 Comments: 1
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 ...
Suggested by: Lisa McNeill (26 Oct, '20) Upvoted: 08 Apr, '21 Comments: 1
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 ...
Suggested by: Lucy (01 May, '20) Upvoted: 30 Sep, '22 Comments: 1
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 ...
Suggested by: Alex (09 Mar, '20) Upvoted: 03 May, '20 Comments: 1
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 ...
Suggested by: Nick M (26 Feb, '20) Upvoted: 23 Mar, '21 Comments: 1
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 ...
Suggested by: Michelle Sigmund (02 Dec, '19) Upvoted: 19 Feb, '20 Comments: 1
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 ...
Suggested by: Jared King (24 Sep, '19) Upvoted: 25 Sep, '19 Comments: 1
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.
Suggested by: Jared King (24 Sep, '19) Upvoted: 07 Oct, '19 Comments: 1
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 ...
Suggested by: Les Paul Lopez (24 Jan) Upvoted: 24 Jan Comments: 0
Under consideration