Our customers made these suggestions for improving Invoiced. Suggestions for improving Invoiced.
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 ...
Under consideration
Modify the text
Make it possible to bold, italicize, and colorize text in collection notes.
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 ...
Under consideration
Make decimal in ACH verification form more prominent / obvious
Make the decimal that is already there stand out more or remove, so the user does not enter it again since all amounts entered are a few cents. If user enters it ...
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 ...
Under consideration
Invoice, quotation and receipt button
Would like to check if the invoice title can switch to a text box so we can update the invoice format ( e.g. quotation , receipt and invoice ) easily
This can ...
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 ...
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.
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.
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 ...
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 ?
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.
Under consideration
Custom Fields should have a option to specify the Default Value.
Currently when creating a custom drop down field there is no means of speechifying a default value.
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)
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 ...
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 ...
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.
Under consideration
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
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 ...
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 ...
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 ...
Planned
Don't add late fees to existing invoices; create a new invoice instead
When a late fee is added to an account, I would like for Invoiced to create a new invoice, rather than adding the fee to an existing invoice. It's inappropriate to ...
Under consideration
Autopay for subscription but not for separate invoices for customers with both.
My understanding is that I cannot have a customer on autopay for subscriptions without having that autopay status apply to their separate and non-recurring invoices. ...
Under consideration
Allow us to change the time autopay runs
Our clients typically do not have a lot of money in their bank accounts, so running a payment before they get money from their payroll will result in a failed ...
Under consideration
Add Titles of Invoices & Estimates to Customer Portal Views
When customers have multiple invoices and/or estimates, there is no way for them to differentiate them unless looking at line items. Even then, it can be confusing.
Not planned
BECS Direct Debit with Stripe (Australia)
Stripe is now doing BECS and it would be nice to not have to run GoCardless & Stripe at the same time. Is there a roadmap for adding BECS Direct Debit via Stripe? ...
Not planned
Receive Payment default to charge
Make the Receive Payment screen default to the Charge option instead of the cash option.
Under consideration
Make Cash Flow bar chart responsive to invoice filters
The bar chart on the cash flow has invoice bars. It would be great if those bars were responsive to filters the same way the aging is
Under consideration
Change email button color
It's always blue. Would be nice to change the color of the View Invoice button, etc in customer emails
Under consideration
Add ability to Sort to search results
Please add the ability to sort customer name alphabetically, customer number numerically, and invoices by date and amount when using the search function. Other ...
Under consideration
RECEIVE PAYMENT - DEFAULT PAYMENT METHOD
WHEN RECEIVING A PAYMENT, THE DEFAULT PAYMENT METHOD IS "OTHER". I WOULD LIKE TO CHANGE MY DEFAULT PREFERENCES TO "CHECK". 99 PERCENT OF PAYMENTS MADE OUTSIDE OF ...
Under consideration
SELECT MULTIPLE OPEN INVOICE - SEND BY MAIL
I WOULD LIKE TO FILTER MY OPEN INVOICES AND BE ABLE TO SELECT MULTIPLE INVOICES AT ONCE TO SEND BY MAIL. THERE ARE CASES WHEN AN EMAIL NO LONGER WORKS, AND I NEED TO ...
Under consideration
SORT OPEN INVOICES TO THE TOP - CUSTOMER PAGE
When I view a specific customer. The default screen displays the 5 most recent invoices. It would be great if I could toggle open invoices from this view, so that I ...
Under consideration
Complete bulk actions from Invoices page
It would be extremely helpful to be able to filter for certain invoice types and complete a bulk action. For example, filter for all outstanding invoices 10 days past ...
Under consideration
Allow for custom payment methods
Currently, the system limits payment methods to a list of predefined options such as check, other, credit card & ach. It would be useful if we could add custom ...
Under consideration
Improve the email fields (add multiple addresses, send to contacts w/o primary on file, portal)
Creating new customers:
If I have a customer who wishes to add more than one email on file I cannot automate the task. The email field in the customer profile does ...
Under consideration
email signature
please add an email signature option to all outbound communications. we want to provide our customers with a more seamless communication experience with both our ...
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 ...
Under consideration
Discounts based on payment method
Having the ability to apply convenience fees for CC payments is great, but we'd love to be able to apply discounts to offset this fee should the customer pay within a ...
Under consideration
Ability to add filter options on the A/R adjustments
Customer doesn't have a way to filter out on A/R adjustments in V3 version.
Under consideration
Sort payment plans by date last payment made.
When looking through payment plans, it would be great to sort them by date that the last payment was made.
Under consideration
Allow more customization to invoice level chasing
1.) Need to be able to create multiple invoice level cadence with different emails. Having invoice level chasing tied to one invoice specific invoice template has ...
Under consideration
Favicon customization on Customer portal.
Customer would like to display the company logo at the top corner, rather than the Invoiced logo in the web browser.
Under consideration
"Following" an invoice to be notified when it is paid
I think it would be helpful if you could somehow follow an invoice, or set an alert to send you an email notification when a particular invoice is paid.
Under consideration
Add verification for credit cards
We have a customer who, in order to avoid paying their contract-binding cancellation fee, entered a fake credit card number in their customer portal so autopay would ...
Under consideration
Ability to add Sign-Up Plans to already existing Customer Portal Pages
Please add a feature that would allow Sign-Up Pages to be added to existing Customer Portal Pages so that current Customers can go in and select new or update current ...
Under consideration
Contacts should be accessible in Customer type custom reports
Under consideration
Paperless Option on Portal
Allow customer to check Paperless option in portal. We would use this to monitor which customers are to still receive a paper bill via mail. Currently customer has to ...
Under consideration