Suggestions for improving Invoiced A/R Cloud.

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

Show existing subscription plan and addon prices via API

It is important to be able to query the price the customer is being charged on a subscription after there has been a price change to a plan (including addon). When ...
Suggested by: Daniel Carrion (13 Nov, '19) Upvoted: 19 Sep, '21 Comments: 2
Done

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

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. ...
Suggested by: Karen (29 Apr, '22) Upvoted: 22 Jul, '22 Comments: 1
Under consideration

Statements

Auto send statements weekly and monthly
Suggested by: Raelene Kilcran (01 Mar, '22) Upvoted: 15 Dec, '22 Comments: 1
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 ...
Suggested by: Les Lopez (18 Aug, '21) Upvoted: 08 Mar, '22 Comments: 1
Under consideration

Ability to sync Xero Tracking Categories and Projects and assign them to invoice line items

Your documentation says this is not supported and it would streamline our workflow a lot if we could enter all of the information we need on Invoiced's invoice and ...
Suggested by: Rosalia (28 Jan, '21) Upvoted: 25 May, '21 Comments: 1
Done

Make ACH Payment Method Default

On the "Change / Add Payment Method" screen (after clicking on add / change payment method button, the default is current credit card. If the client clicks on the ...
Suggested by: Bryan P (18 Dec, '20) Upvoted: 24 Dec, '20 Comments: 1
Not planned

Sync Failure Alerts

We need to get alerted when there is a problem with an automatic sync. From time to time an issue comes up and things pile up and we have no idea to even look for the ...
Suggested by: BryanP (14 Dec, '20) Upvoted: 17 Dec, '20 Comments: 1
Done

API: Add subscription preview for existing subscription

Currently, there is an API method to simulate the subscription cost for new subscriptions but not for the existing one. Why is this important? If you have your ...
Suggested by: Miguel Vasquez (08 Oct, '20) Upvoted: 26 Oct, '20 Comments: 1
Not planned

Email Customer Collection Notes

I would like the ability to email out of invoiced to my customer and track these emails through the system.
Suggested by: Sandra Burns (22 Sep, '20) Upvoted: 10 May, '21 Comments: 1
Done

Group and send multiple invoices to the same customer

It would be great if you could group multiple invoices into 1 email and send them to a customer all at once.
Suggested by: Adam Haney (11 Aug, '20) Upvoted: 17 Sep, '20 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

Credit Card Processing Fees - Generate Invoice

Credit Card processing fees present a challenge in recording the transaction in Netsuite. There's not a way to add to the payment receipt in netsuite and code that ...
Suggested by: Andy Peoples (08 Jul, '20) Upvoted: 13 Aug, '21 Comments: 1
Done

Automatic sync of accounts paid from QBD to Invoiced for multiple accounts

Invoiced is not syncing invoices that were paid when a single payment comes in and it is allocated to several invoices in Quickbooks Desktop. One manual solution to ...
Suggested by: Mario (28 Apr, '20) Upvoted: 05 May, '20 Comments: 1
Done

QB Desktop Customer details sync

When customers details are updated (address,email, phone number, terms) in Quickbooks Desktop sync these to invoiced
Suggested by: Karl (27 Apr, '20) Upvoted: 05 May, '20 Comments: 1
Done

Assign email on invoice level

Invoices for customers sometimes go to different departments, approvers, etc. Ability to assign a different email on the invoice level would be helpful to get ...
Suggested by: Jana (13 Mar, '20) Upvoted: 12 Aug, '20 Comments: 1
Done

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 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

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

Redirect me after 2FA verification

It's so annoying to click a link, discover the 2FA expired, have to verify again, and then just be redirected to the front page. Please redirect me to where I was going
Suggested by: Max Malm (14 Sep, '22) Upvoted: 15 Sep, '22 Comments: 0
Under consideration

Need ability to run AR Aging summary backdated to the last day of the previous month

Need this to reconcile AR. (This is a basic accounting 101 requirement.)
Suggested by: Liz (13 Sep, '22) Upvoted: 30 Oct, '22 Comments: 0
Under consideration

Auto retry sync errors in some cases

Some sync errors with Intacct seem to be temporary. When we manually retry them later, they resolve successfully. It'd be nice if Invoiced automatically retried sync ...
Suggested by: Josh (08 Sep, '22) Upvoted: 12 Sep, '22 Comments: 0
Under consideration

Ability to add TASK to Invoice Cadence steps

Suggested by: Rae (02 Sep, '22) Upvoted: 11 Oct, '22 Comments: 0
Under consideration

Show Invoice Total

I spend a lot of time on the "Invoices" tab (Drafts, Outstanding, Past Due, etc) Would it be possible to add a total to these screens so that at a glance I can see ...
Suggested by: Seth (31 Aug, '22) Upvoted: 19 Sep, '22 Comments: 0
Under consideration

Ability to add ad-hoc / one time discoount to invoice

Instead of increasing the list of discounts, it would be great to have an ad-hoc option that is not stored in discounts, but only applied to the respective Invoice.
Suggested by: Gert Fahrnberger (16 Aug, '22) Upvoted: 11 Oct, '22 Comments: 0
Under consideration

Ability to add ad-hoc / one time plans to subscription

Instead of increasing the list of plans, it would be great to have an ad-hoc option that is not stored in plans, but only in the respective subscription
Suggested by: Gert Fahrnberger (16 Aug, '22) Upvoted: 30 Aug, '22 Comments: 0
Under consideration

Account Credits/negative balances pushing to QuickBooks

When an account has a negative balance (credit) that balance does not push to QB. A credit note does but it does not push over as a payment that goes into a bank ...
Suggested by: Beckie Mitchell (22 Jul, '22) Upvoted: 27 Oct, '22 Comments: 0
Under consideration

Add Invoices applied to the payment screen

When pulling up the payments posted it would be nice to have the list of the invoices the payments were posted to, so you don't have to click on each one to see.
Suggested by: Crystal (20 Jul, '22) Upvoted: 11 Oct, '22 Comments: 0
Under consideration

Late fee schedule

Being able to add both flat fee and percentage late fee schedules to a customer. A one-time specified amount is applied when the invoice becomes overdue. Plus a ...
Suggested by: Nam (21 Jun, '22) Upvoted: 08 Aug, '22 Comments: 0
Under consideration

Scheduled payments in portal

Allow customers to schedule their payments if they are on Net terms.
Suggested by: Nam (03 Jun, '22) Upvoted: 16 Jun, '22 Comments: 0
Under consideration

Add a "Bill Now" option to subscription cancel

Would be helpful to have a "Bill Now" type of option to create a final invoice when cancelling a subscription, especially when billing in arrears.
Suggested by: Matt H (02 Jun, '22) Upvoted: 19 Jul, '22 Comments: 0
Under consideration

The ability to move plan "add ons" up and down on a subscription

To keep line items in the same place on each invoice it would be nice to have the ability to move an add on up or down on the subscription so invoices would stay ...
Suggested by: Matt H (02 Jun, '22) Upvoted: 16 Aug, '22 Comments: 0
Under consideration

Export Tasks

Ability to export the task list to excel or csv
Suggested by: Rebecca (11 May, '22) Upvoted: 19 Jul, '22 Comments: 0
Under consideration

Allow setting of Intacct item ID, project ID on convenience fee invoices sent to Intacct

Currently there is no way to set an Item ID, project ID, or any dimension other than location & department when syncing convenience fees from Invoiced to Intacct. ...
Suggested by: Les Paul Lopez (06 May, '22) Upvoted: 23 May, '22 Comments: 0
Under consideration

Tracking for "Time to Pay" and "DSO"

It would be great to report and see trends of these two metrics
Suggested by: Karen (29 Apr, '22) Upvoted: 19 Jul, '22 Comments: 0
Under consideration

Collections notes

Be able to link an invoice to a specific collections note under the customer.
Suggested by: Nam (28 Apr, '22) Upvoted: 04 May, '22 Comments: 0
Under consideration

Intacct Integration - Automatically reverse convenience fee invoices if pmt is voided in Invoiced

When a credit card payment with convenience fee is processed in Invoiced, the integration creates an AR invoice in Intacct for the convenience fee. If this payment is ...
Suggested by: Les Paul Lopez (25 Apr, '22) Upvoted: 25 Apr, '22 Comments: 0
Under consideration

Past due notice report

A report listing when past due notices were sent would be great
Suggested by: Christine (06 Apr, '22) Upvoted: 15 Apr, '22 Comments: 0
Under consideration

Prorated invoices or credit notes for remainder of current term for amended subscriptions

When amending a subscription, allow to issue immediate prorated invoices or credit notes for the remainder of the current term.
Suggested by: Gert Fahrnberger, Smint.io (05 Apr, '22) Upvoted: 08 Apr, '22 Comments: 0
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 ...
Suggested by: Nick (30 Mar, '22) Upvoted: 16 Sep, '22 Comments: 0
Under consideration

Adjust triggers to allow for an individual customer's preference

The trigger to send a thank you email when the invoice is paid is very helpful for many customers. However, we do have a significant number of customers who do not ...
Suggested by: David Feinberg (02 Mar, '22) Upvoted: 07 Jul, '22 Comments: 0
Under consideration

Create Parent account to Email multiple sub account invoices at one time to one email

We have many customers with multiple locations. Often they request if they could receive one summary invoice a month for all the locations. If that is not possible, ...
Suggested by: David Feinberg (02 Mar, '22) Upvoted: 07 Jul, '22 Comments: 0
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 ...
Suggested by: Parag Patel (08 Feb, '22) Upvoted: 08 Feb, '22 Comments: 0
Under consideration

Add a button to clear accounting sync mappings

It would be useful to have an admin privilege-only button to clean specific or all accounting sync mappings. In case the wrong accounting system account was synced.
Suggested by: Parag Patel (01 Feb, '22) Upvoted: 02 Mar, '22 Comments: 0
Under consideration

Add "day of month" and "day of week" options for smart chasing cadences

Add a trigger option for chasing cadences to send an email or take any other action on a certain day of the week / month
Suggested by: Les Paul Lopez (20 Jan, '22) Upvoted: 09 Mar, '22 Comments: 0
Under consideration

Notification settings at client level

Our customers would like to setup/update notifications they receive. Or if possible for the admin to have exception to notifications at customer level would be helpful.
Suggested by: Shannon Lewis (11 Jan, '22) Upvoted: 14 Jun, '22 Comments: 0
Under consideration

Customer Back-up Payment Method

Require the customer to put in a back-up payment method so if their first method of payment declines, we can collect from secondary payment method.
Suggested by: Heather (05 Jan, '22) Upvoted: 08 Jan, '22 Comments: 0
Under consideration