Our customers made these suggestions for improving Invoiced. Suggestions for improving Invoiced.
Seperate auto send set up for Invoices to the Invoice Chasing Candence
I need invoices to be auto emailed/texted daily using the main email address / role / default options.
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
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.)
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 ...
Under consideration
Ability to add TASK to Invoice Cadence steps
Under consideration
3D Secure (3DS) integration
3D Secure (3DS) requires customers to complete an additional verification step with the card issuer when paying. This is required for European cardholders.
Under consideration
Ability to create a custom field to function as a "timestamp" for filtering "before", "after", etc.
Ability to create a custom field to function as a "timestamp" for filtering "before", "after", etc.
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.
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
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 ...
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.
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 ...
Under consideration
Scheduled payments in portal
Allow customers to schedule their payments if they are on Net terms.
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.
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 ...
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. ...
Under consideration
Tracking for "Time to Pay" and "DSO"
It would be great to report and see trends of these two metrics
Under consideration
Collections notes
Be able to link an invoice to a specific collections note under the customer.
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 ...
Under consideration
Ability to assign email / SMS templates to invoice chasing cadences
Currently, invoice chasing cadences do not allow the user to specify what email or SMS template to use when sending chasing notifications to customers. This would be ...
Under consideration
Past due notice report
A report listing when past due notices were sent would be great
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.
Under consideration
New SMS text message triggers for Twilio integration
It would be useful if we had the same available email triggers for SMS text messages sent with the Twilio integration (payment thank you, failed payment attempt, etc.)
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 ...
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, ...
Under consideration
Ability to import / export custom fields
It would be helpful to be able to import and export custom fields via spreadsheet. This is particularly helpful when moving from sandbox to production accounts.
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.
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
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.
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.
Under consideration
For each page in Invoiced, add a "help on this page" button linked to the relevant documentation
For example, the Customer Portal Settings page should have a "help on this page" button that takes the user to this page: ...
Under consideration
Filter for Account Owner on Invoice Screen
It would be great to be able to filter invoices by Owner on the Invoices page. Similar to how you can filter by Owner on the Customers page.
Under consideration
Ability to download invoice attachment files in bulk
We have customers with different locations and so they have these sub-accounts created in Invoiced. Each week, we compile a summary of those attachments but we will ...
Under consideration
Add a partial payment email template
It would be helpful if customers could receive a customized receipt or thank you email after submitting a partial payment that shows the remaining invoice balance.
Under consideration
Invoices under disupute management should not be counted towards aging reports
Any invoices under dispute management should not be counted towards aging reports or aging.
Under consideration
Sync Emails to Salesforce and Netsuite when the inbox is enabled
Under consideration
autofill shipping from billing
Have a check box to auto populate shipping information from the billing information to eliminate the need to double enter, and potentially make a mistake.
Under consideration
Ability to Edit "Name" field to read "name on card"
We have individuals who are typing in their first name only, or their last name only, it makes it hard to identify the payer, we have added custom fields "First ...
Under consideration
Sort payment plans by next due date
It would be helpful to see upcoming payment plan due dates in order to keep track of collections for non-autopay invoices.
Under consideration
Add the currency field in the Invoiced Zapier action
Please add the currency field in the Invoiced Zapier action
Under consideration
Allow customers to receive sign in link emails when sending is disabled
It would be helpful if customer portal sign-in links were excluded from the global "disable sending" email setting.
Not planned
Warn users when email sending is disabled
It would be helpful if there were a warning for users when they attempt to send an email manually when sending is disabled. Currently, it looks like the email is sent ...
Not planned
QuickBooks Online Invoice Deletions
If a invoice id deleted it would be EXTREMELY helpful for deleted invoices to also show in invoiced as our customers are seeing these invoices and getting very upset ...
Under consideration
Redirect user to a url after magic link authentication
Presently a user is redirected to their Account page on magic link authentication. It would be nice to have a feature where we can pass in a forward-to url as a query ...
Under consideration
NACHA file payment processing
Generate a NACHA file that can be submitted to a bank for processing.
Update invoice status for invoices that have been submitted via NACHA file.
Under consideration
QBO Projects Integration
Under consideration
Enable using Subscription Plans and Coupons on Estimates
We have all our Plans and Coupons saved, but we can't use these on Estimates. This forces us to add them manually each time. This would be much more efficient (and I ...
Under consideration
Duplicate Subscriptions
It would be useful to have a duplicate function for subscriptions so we can duplicate an existing subscription for other customers
Under consideration
When syncing from quickbooks Desktop, the total tax amount should sync over even if it's negative
When adding a credit to an invoice on a taxable item as a line item , it's possible that there will be a sales tax credit as well. This can lead to the sales tax on ...
Under consideration