Suggestions for improving Invoiced A/R Cloud.

Enhanced Payment Terms Object

Instead of using a single field on the invoice, it would be useful to have a separate payment terms list in account settings (similar to items, late fees schedules) ...
Suggested by: Les Paul Lopez (23 Jan) Upvoted: 23 Jan Comments: 0
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: 11 Jan Comments: 0
Under consideration

Advances Sync From Intacct

We would be greatly benefited by the option for advances to sync from Intacct to Invoiced
Suggested by: Tiffany Nelson (22 Aug, '22) Upvoted: 26 Oct, '22 Comments: 0
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 ...
Suggested by: Cami (26 Jul, '22) Upvoted: 25 Oct, '22 Comments: 0
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 ...
Suggested by: Matt H (02 Jun, '22) Upvoted: 31 Oct, '22 Comments: 0
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.
Suggested by: Matt H (02 Jun, '22) Upvoted: 11 Oct, '22 Comments: 0
Under consideration

Autopay discount

It would be useful to have an automatic percent/flat discount for customers enrolled in autopay. Or to exclude these customers from convenience fees.
Suggested by: Les Paul Lopez (12 May, '22) Upvoted: 30 Sep, '22 Comments: 0
Under consideration

Autopay due date

Use autopay payment date as the due date for autopay invoices
Suggested by: Lori Williams (10 May, '22) Upvoted: 21 Dec, '22 Comments: 0
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 ...
Suggested by: Lisa McNeill (07 Apr, '22) Upvoted: 05 Aug, '22 Comments: 0
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 ...
Suggested by: Courtney (05 Apr, '22) Upvoted: 19 Jul, '22 Comments: 0
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 ...
Suggested by: Link Porterfield (29 Mar, '22) Upvoted: 30 Aug, '22 Comments: 0
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 ...
Suggested by: Isaiah Cruz (28 Mar, '22) Upvoted: 31 May, '22 Comments: 0
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 ...
Suggested by: Les Paul Lopez (04 Mar, '22) Upvoted: 08 Mar, '22 Comments: 0
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.
Suggested by: Alison Wallace (10 Feb, '22) Upvoted: 19 Jul, '22 Comments: 0
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 ...
Suggested by: Sahian Rojas (04 Feb, '22) Upvoted: 19 Jul, '22 Comments: 0
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 ...
Suggested by: Jermaine (08 Nov, '21) Upvoted: 16 Dec, '21 Comments: 0
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 ...
Suggested by: David Feinberg (15 Jul, '21) Upvoted: 22 Jul, '22 Comments: 0
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 ...
Suggested by: Les Lopez (23 Apr, '21) Upvoted: 29 Apr, '21 Comments: 0
Under consideration

Download as CSV from Customer portal

I see we are having `Download as CSV` from our invoiced.com portal. But the Customer Portal from where a user login using generated SignIn link doesn't have any ...
Suggested by: Ashrith Reddy (17 Apr, '21) Upvoted: 16 Sep, '22 Comments: 0
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 ...
Suggested by: Les Lopez (25 Mar, '21) Upvoted: 22 Jun, '21 Comments: 0
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 ...
Suggested by: Michelle Gray (11 Mar, '21) Upvoted: 05 Aug, '22 Comments: 0
Under consideration

Ability to filter on which invoices have expected payment dates

The ability to filter invoices by expected payment date would be useful
Suggested by: Les Lopez (24 Feb, '21) Upvoted: 25 Mar, '21 Comments: 0
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. ...
Suggested by: Alexandra (21 Feb, '21) Upvoted: 23 Aug, '21 Comments: 0
Under consideration

Audit log / Trash bin

I could not see if this exists, but it case it did not, it would help to have an audit log and/or a trash bin. Today I believe I deleted an invoice by error, and it ...
Suggested by: Brigitte (08 Feb, '21) Upvoted: 20 Jul, '22 Comments: 0
Under consideration

Modify the text

Make it possible to bold, italicize, and colorize text in collection notes.
Suggested by: Allyson B (01 Feb, '21) Upvoted: 15 Nov, '22 Comments: 0
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 ...
Suggested by: Meg Powell (27 Nov, '20) Upvoted: 16 Jun, '21 Comments: 0
Under consideration

Subscription Reminders only for Autopay

Apparently the only option for subscription renewal reminders is all on or all off. If a customer is on payment terms and will get net X terms once the invoice goes ...
Suggested by: BryanP (16 Nov, '20) Upvoted: 12 Sep, '22 Comments: 0
Under consideration

Additional notes field for subscriptions

We miss a very important feature for subscriptions. It is the "Additional notes" field, that is available for invoices normally. Actually when a subscription creates ...
Suggested by: Reinhard (12 Oct, '20) Upvoted: 16 Aug, '22 Comments: 0
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 ...
Suggested by: WB (08 Jul, '20) Upvoted: 08 Mar, '22 Comments: 0
Under consideration

Parent Company Totals

When I click on the parent company, it only shows the total due for that company, none of its subsidiaries. It would be ideal if we could see the total due for a ...
Suggested by: Kristi (26 Jun, '20) Upvoted: 22 Sep, '22 Comments: 0
Under consideration

Back Dated Reports

It would be helpful to be able to run reports as of a specific point in time. For example, on other platforms, we will regularly run an A/R aging as of the last day ...
Suggested by: Khara (23 Jun, '20) Upvoted: 08 Dec, '21 Comments: 0
Under consideration

Credit Card processing fees

Just fyi, while this feature is currently live. It was not implemented in a way that we can use it. The main issue is that currently it is an all or nothing approach ...
Suggested by: Ron (26 Mar, '20) Upvoted: 23 Mar, '22 Comments: 0
Not planned

Create sign-up pages via API

If we could generate sign up pages on the fly via your API this might resolve some of the issues we're having with customisations in their current state.
Suggested by: Daniel Carrion (20 Mar, '20) Upvoted: 22 Jul, '22 Comments: 0
Under consideration

Notifying other users with @notifications in notes, e.g. @jimbob.

When a user makes a note they can notify another user with "@". The user would receive the notification via configured preferences and the action items pannel.
Suggested by: Chris (06 Mar, '20) Upvoted: 10 Mar, '21 Comments: 0
Under consideration

File Attachments - Email

Emailed file attachments toggle a draft invoice to issued . please make a configurable option such that the invoice will remain in the draft state if a file ...
Suggested by: Michael Bull (10 Jan, '20) Upvoted: 23 Jan, '20 Comments: 0
Under consideration

Search by Line Item Description

Can you kindly incorporate the feature to search for invoices by Line Item description / to match the keywords used in the Search and bring up those invoices ?
Suggested by: Nitin L (08 Jan, '20) Upvoted: 28 Sep, '21 Comments: 0
Under consideration

Customer phone number should also be used for Twilio SMS

Instead of just having the sms phone number be read off of the contact is it should also be read off the customer phone. This will be more intuitive for certain ...
Suggested by: Parag (06 Dec, '19) Upvoted: 28 Mar, '22 Comments: 0
Under consideration

Agree terms and conditions for invoice print

When invoice is printed, we want to show non smoking policy, and customer needs to be agree and sign with their initials on printed copies.
Suggested by: Techdesign (26 Nov, '19) Upvoted: 30 Apr, '21 Comments: 0
Under consideration

Export reports to google sheets

Add the ability to export reports to Google Sheets (in addition to the current options of CSV and PDF)
Suggested by: Brian (24 Oct, '19) Upvoted: 08 Mar, '22 Comments: 0
Under consideration

Mark estimate as invoiced

Sometimes we will send an invoice to a client and they will ask that we provide an estimate as well. Since the invoice has already been generated, there is no need ...
Suggested by: Shomari (17 Oct, '19) Upvoted: 27 May, '20 Comments: 0
Under consideration

Record refunds issued outside of Invoiced

It's not possible to record a refund that was issued with a different payment method than the original transaction. For example, it's not possible to record that a ...
Suggested by: Jared King (24 Sep, '19) Upvoted: 20 Aug, '21 Comments: 0
Not planned

Allow customers to decline estimates

In the client view a customer can only decline an estimate. It's already possible in the dashboard to decline an estimate. Customers should have the same functionality.
Suggested by: Jared King (24 Sep, '19) Upvoted: 05 May, '20 Comments: 0
Under consideration

Discount reporting

Currently discounts can only be discovered through an invoice line item export. A dedicated discounts report could yield additional insight into discounts applied, ...
Suggested by: Jared King (24 Sep, '19) Upvoted: 07 Feb, '20 Comments: 0
Done

Invoice numbering based on date

We'd like to support invoice numbers that contain a date element, for example, including the year in the invoice number might look like this: INV-2019-00001
Suggested by: Jared King (24 Sep, '19) Upvoted: 07 Oct, '19 Comments: 0
Under consideration

Payment Plan Amount Due Is Incorrect

I just set up a payment plan for one of our customers. It is setup for 4 equal payments on 7/12, 8/12, 9/12, and 10/12 of $2,144.25 each. So the first $2,144.25 is ...
Suggested by: Adam Haney (30 Jul, '21) Upvoted: 02 Aug, '21 Comments: 3
Not planned

Combine Credits and Credit Notes

I have been on Invoiced almost a year and it is still not clear what the difference is between a Credit and a Credit Note. I have never heard of an AR system that ...
Suggested by: Adam (01 Apr, '21) Upvoted: 22 Jul, '22 Comments: 3
Not planned

Reporting: Ship To

Currently, the information in the Ship To field does not show up on any reports. We are looking into using the Ship To field for sales tax reporting.
Suggested by: Kelley Helton (22 Sep, '22) Upvoted: 07 Nov, '22 Comments: 2
Done

Allow contact to have multiple email addresses & multiple roles

Suggested by: Raelene (13 Sep, '22) Upvoted: 13 Sep, '22 Comments: 2
Under consideration

Ability to sync payments that occur in an open period when the invoice is in a closed period.

Example: invoice is created on Jan 1 and syncs to QBO. Jan ends and books are closed on Feb 10. Customer pays invoice on Feb 20, payment is posted in invoiced. ...
Suggested by: Marcia (26 May, '21) Upvoted: 27 May, '21 Comments: 2
Not planned

Sync to Draft State from QuickBooks Enterprise

It would be really nice to be able to sync invoices from Quick Books Enterprise into a draft state so that we could let our team review them in Invoiced before 1 they ...
Suggested by: Adam Haney (05 Oct, '20) Upvoted: 10 Mar, '21 Comments: 2
Planned