Our customers made these suggestions for improving Invoiced. Suggestions for improving Invoiced.
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
Sync unapplied and applied NetSuite payments
NetSuite allows unapplied and partial payments. It would be helpful for users to allow partial payments and have the payment sync with the unapplied and applied ...
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
Ability to save a custom invoice template
We bill our customers with the same rate and type for our services, and have to fill out these fields each time an invoice is created. Our workflow would be faster if ...
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
Need a way for our customers to verify their bank details for ACH autopay
when a customer adds a bank for autopay, we have to email them to get the amounts deposited in their account so we can verify the account for them. This is manual ...
Under consideration
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
Allow contact to have multiple email addresses & multiple roles
Under consideration
Ability to change the circle from "how old an account is" to "how overdue an account is"
We often have invoices with Net 90, Net 120. As soon as they are 1 day overdue, the circle reads 91, 121, etc but I only care that the invoice is 1 day overdue. ...
Under consideration
Add Pay Now Button In the Customer Portal for AutoPay Invoices
Customers should have the ability to initiate a payment and not wait for autopay to run.
Under consideration
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
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
Inbox Management Features
It would be helpful to have the following capabilities in the Invoiced Inbox - notifications for emails received from customers, the ability to auto-assign open email ...
Under consideration
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
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: [email protected]) and the billing reminders, past due notifications, and other ...
Under consideration
Change Default Email Templates
Right now there is pre-programmed behavior for which email template is selected. For example, if an invoice is past due, the past due template will automatically ...
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
Add search capability to inbox
Emails are not historically stored on the customer or the invoice but only in the sent section of the Inbox. The paper plane icon indicates that the invoice was sent ...
Under consideration
Closing Accounting Period (similar to accounting systems)
Locking the system after the accounting period is closed, so transactions before the last day of the accounting period can't be updated.
Under consideration
Allow users to delete mappings in ERP connect after the API key has been deleted
When users delete an API key associated with a mapping in ERP connect, the mapping can't be deleted from the app. It would be helpful if users could remove these old ...
Under consideration
"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
Auto Pay on Due Date
We have customers that get different terms depending on the type of invoice. There should be a way to allow auto payment based on the DUE date rather than the ...
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 ...
Under consideration
Include Previous Balance or Past Due Amount within invoice
Invoice should show total current charges AND would be nice to display past due amount within the invoice they open each time. Separate from the "Generated ...
Under consideration
Allow plan sorting alphabetically or numerically in lists
Some of the plan lists sort via alpha numeric, some default to the order you enter them as new plan offerings. When you have a lot of similar plans and don't see ...
Under consideration
A "Next" and "Back" button to move from Customer to Customer in account number order
Would be helpful to move through each account in numeric order.
Under consideration
Sync payment method from Netsuite
All payments come over as "other" - would be good to pull "ACH", "check", etc.
Under consideration
Failed email notifications in list format
We had a notification set in the Slack Notifications to notify us any time an email failed. This no longer an option. What we liked about the slack notifications was ...
Under consideration
Add Ability to Determine the "Sorting" and Display for A/R Aging Detail Report
Under Reports --> General --> A/R Aging Detail - Right now this report is sorted alphabetically. To sort differently in any way I have to export and do it myself. I'd ...
Under consideration
Customer can download CSV of invoice through the customer portal
Our invoices will be long and complex and the customer will want a CSV version to reconcile against their system. While we the business can download the CSV, that ...
Under consideration
Prevent changes to viewed status by IP address(es)
Provide an option where office IP addresses can be entered to prevent an invoice being marked as viewed.
I noticed that Jared King commented on suggestion 132926 ...
Under consideration
Statement Template Credit Balance
Credit Note information will pull into both Balance Forward and Open Item type statement templates but the Credit Balance only pulls into Balance Forward. Can we have ...
Under consideration
Automatic response to customer messages in the customer portal
When a customer comments on an invoice or asks a question in the customer portal, the system flags the invoice as needing attention but doesn't provide the customer ...
Under consideration
Change the customer associated with an invoice
Most accounting systems allow users to change the customer on an invoice very easily. This creates a sync error and frequent confusion for Invoiced users.
Under consideration
Customer portal enhancements
- The ability to sign out a customer out of the portal through the customer profile in the dashboard
- The ability to control in the dashboard when an invoice link ...
Under consideration
Add new notification rules to Slack integration.
We use Invoiced as a payment tracking tool. I would like the slack integration to throw when the customer has finished paying all their invoices. (Example, if there ...
Under consideration
Ability to track invoice amount changes and download audit log as a report
We are looking to track the invoice adjustments that have been done through the portal. I know we can view it through the activity tab but it won't let me export the ...
Under consideration
Aging balance on individual invoices
Please enable the ability for invoices to show the customers open balance for their past due balance in an aging breakout. For example, have the invoice show the ...
Under consideration
Notifications for Internal Activity
Currently Invoiced only sends email notifications to users for automated actions or actions completed by the customer. It would be useful to have an option to receive ...
Under consideration
Function to refresh the sandbox environment with production data
It would be useful to have a function in sandbox environments that refreshes them to mirror the production settings & data. This would cut down on initial ...
Under consideration
Add Promises to Pay in Collections Activity
When a Promise to Pay is added to an account, I would like to see a note added in the Collection Activity section with the details of the promise to pay and the date ...
Under consideration
Allow customer to create multiple logins.
After reaching out to your customer service team, they asked that I submit a suggestion presented my one of our customers. They would like to be able to assign access ...
Under consideration
Ability to filter on which invoices have expected payment dates
The ability to filter invoices by expected payment date would be useful
Under consideration
Bulk delete customers
Hello,
I imported customers and it turned out that all the projects were imported as separate customers. Instead of approx 20 customers I ended up with almost 800. ...
Under consideration
Ability to send a reminder email BEFORE an invoice is due and BEFORE autopayments run
It would be great if this could be built into the chasing sequences. Similar to how InvoiceSherpa has the ability to set up email reminders for specific customers ...
Under consideration