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 ...
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

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

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 ...
Suggested by: Victor (24 Aug, '20) Upvoted: 10 Jul 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

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 ...
Suggested by: Jay (11 May, '20) Upvoted: yesterday 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

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

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.
Suggested by: Michael Bull (01 Nov, '19) Upvoted: 24 Apr 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

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

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

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 ...
Suggested by: Roberta Piket (03 Aug, '20) Upvoted: 30 Nov, '20 Comments: 2
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. ...
Suggested by: Liz (26 Jul, '22) Upvoted: 12 Sep, '22 Comments: 1
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 ...
Suggested by: Nick Searle (03 May, '21) Upvoted: 11 Apr Comments: 1
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.
Suggested by: JW (27 Mar, '21) Upvoted: 24 Apr Comments: 1
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? ...
Suggested by: Scott Vaughan (16 Jul, '20) Upvoted: 22 Jul, '20 Comments: 1
Not planned

Receive Payment default to charge

Make the Receive Payment screen default to the Charge option instead of the cash option.
Suggested by: Jana (04 Nov, '19) Upvoted: 06 Feb Comments: 1
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
Suggested by: Jana (26 Sep, '19) Upvoted: 02 Jul, '21 Comments: 1
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
Suggested by: Jared King (24 Sep, '19) Upvoted: 26 Sep, '19 Comments: 1
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 ...
Suggested by: Amaris (14 Aug) Upvoted: 21 Sep Comments: 0
Under consideration


Suggested by: JOHN COPE (09 Aug) Upvoted: 21 Sep Comments: 0
Under consideration


Suggested by: JOHN COPE (02 Aug) Upvoted: 08 Aug Comments: 0
Under consideration


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 ...
Suggested by: JOHN COPE (02 Aug) Upvoted: 21 Sep Comments: 0
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 ...
Suggested by: Traci (07 Jun) Upvoted: 08 Sep Comments: 0
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 ...
Suggested by: Les Paul Lopez (16 Mar) Upvoted: 17 Mar Comments: 0
Under consideration

Enable syncing from 1 Netsuite account with multiple subsidiaries to multiple Invoiced accounts.

Suggested by: Alison Wallace (10 Mar) Upvoted: 16 Mar Comments: 0
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 ...
Suggested by: Amaris (07 Mar) Upvoted: 21 Apr Comments: 0
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 ...
Suggested by: Daniel Quinlan (15 Feb) Upvoted: 28 Feb 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) Upvoted: 10 May Comments: 0
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 ...
Suggested by: Rachel (25 Jan) Upvoted: 01 Feb Comments: 0
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.
Suggested by: Anuradha Sadineni (11 Jan) Upvoted: 11 Apr Comments: 0
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.
Suggested by: Emma (05 Jan) Upvoted: 17 Feb Comments: 0
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 ...
Suggested by: samantha (31 Dec, '22) Upvoted: 15 Jun Comments: 0
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.
Suggested by: Anuradha Sadineni (29 Dec, '22) Upvoted: 07 Aug Comments: 0
Under consideration

RTP / Same Day ACH

Please support Real Time Payments and/or same day ACH.
Suggested by: Michael (29 Dec, '22) Upvoted: 18 Apr Comments: 0
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.
Suggested by: Carrie (20 Dec, '22) Upvoted: 15 Jun Comments: 0
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 ...
Suggested by: Vikki Lynch (12 Dec, '22) Upvoted: 16 Dec, '22 Comments: 0
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 ...
Suggested by: Christina (16 Nov, '22) Upvoted: 27 Nov, '22 Comments: 0
Under consideration

Contacts should be accessible in Customer type custom reports

Suggested by: Alison Wallace (01 Nov, '22) Upvoted: 29 Jun Comments: 0
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 ...
Suggested by: Dennis Klem (26 Oct, '22) Upvoted: 11 Nov, '22 Comments: 0
Under consideration