Our customers made these suggestions for improving Invoiced. Suggestions for improving Invoiced.
Smart Chasing cadence steps
When a customer has multiple invoices, if oldest invoice is paid, the next step in the cadence should be re-assigned to the appropriate step depending on how past due ...
Under consideration
Create email trigger for credit cards expiring soon
It would be great to have the option to automatically email autopay customers if their payment method will soon expire.
Under consideration
Pause chasing an invoice until the promise-to-pay
We talk to customers and get a promise to pay and add it on Invoiced.com. If they have already promised they will pay an invoice, there is no point in chasing them ...
Under consideration
Invoice Chasing
Add the function to either mail or email invoices in bulk. The chasing cadences are great, but it is often necessary to send invoices outside of the cadences, ...
Done
Customer portal onboarding emails
It would be helpful to send an onboarding/sign in email that jumps the customer into their customer portal.
Under consideration
Send monthly statements
Would like the ability to send statements, with payment links, to all customers each month
Under consideration
Email settings by customer
It is very frustrating that I cannot control which customers get copies of invoices when their subscription bills. Some customers want a paid receipt to go out by ...
Under consideration
Convenience Fees per customer
It would be extremely helpful if this fee could be implemented on a per customer basis. Currently it is only on or off for all customers.
Done
Payment plan for account balance
It should be possible to have payment plans span multiple invoices to cover an account balance.
Payment plans on the account level would be awesome. If someone has ...
Under consideration
Per-plan discounting for subscription addons
Our subscriptions leverage a number of add-on modules. Our pricing model for some of these modules involves discounts for when customers purchase multiple modules ...
Done
Add an administrator feature to allow Admins to manually reset a users password.
Allow admins the ability to manually change a users password and then force the user to reset the password upon their next log in session.
Under consideration
Format text in emails
It would be helpful to be able to underline, bold, italicize or color the text in emails to emphasize important things.
Under consideration
Archiving customers
Currently customers can be deleted permanently or marked as inactive via a custom field. Archiving a customer would be nice as a standard feature.
Done
Payment Plans AutoPay - Auto Retry 2nd Credit Card on File.
Would love to have our sales reps be able to accept a 2nd form of payment at the time of appointment for payment plans. That way if the default credit card payment ...
Under consideration
Allow customers to sign a contract
Allow customers to sign a contract from the customer portal or integrate with a contract signing platform.
Under consideration
Updating Exp Date for Credit Cards
Currently, it is not possible to change the expiration date ONLY, for credit cards. Many cards have the same #, but the exp. date changes. Having the option to just ...
Not planned
Additional 2FA Providers
Hello,
Currently I'm aware that Invoiced only utilizes Authy for MFA. Our organization uses Duo for all of our services. It would be beneficial to integrate with ...
Planned
Credit card convenience fees
A new setting that gives the ability to surcharge or add a convenience fee for customers making credit card payments.
Done
Add filter to Customer list to show only customers with an open balance
This will help filter out large lists of customers especially when exporting/selecting multiple to only show customers that currently have an open balance
Done
Signup Pages - One Time Charge
I would love to have a signup page which would simply be a one-time charge.
"Purchase a Block of Hours"
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 ...
Under consideration
Bulk Action to complete or delete tasks
It would be beneficial to our team to bulk complete or delete tasks in Invoiced. Doing this one-by-one can become tedious. Thank you!
Under consideration
Email Notification when Task Assigned
Add Task notification options to the notification dropdown to email account managers when a task has been assigned to them on the collections tab.
Done
New UI update automatically sorting aging invoices by date (newest to oldest)
Under each customer name, their invoices are now (since the recent UI update) being sorted automatically by date newest to oldest. I preffered the old way which ...
Under consideration
Allow users to choose the items displayed on the dashboard
I would like to have my outstanding estimates, outstanding invoices, and aging on the dashboard. It would be great if we could set this up in settings
Under consideration
Separate First and last name field for customer
Separate First and last name field for customer because as you intergate more, you need to be able to separate that data for merges, etc. In the outbound emails it ...
Under consideration
SalesForce: Add a button to convert Opportunity to Invoice in Salesforce
Most sales people will work with Opportunities versus Invoices, it would great to convert that with a button in SalesForce.
Under consideration
Email reminders for invoices with Payment Plans
An email reminder for invoices with payment plans that goes out at a standard interval similar to the one for invoice notices would help a lot. As the invoice ...
Under consideration
Add convenience fee for PayPal payment method
It would be great to have this option for PayPal (just like we have for Credit cards) as Paypal always charges us a specific fee. Thanks!
Under consideration
Consolidated Daily Activity Report
Summary report showing all activity filtered by time period
1) summarize sales line items (item, quan, unit cost, ext cost)
2) total discounts
3) total tax
4) ...
Under consideration
Unapplied Payments
Currently unapplied payments go into a black hole on Invoiced. I can see them on my Dashboard as an action item, but if I go to the customer page they are not ...
Under consideration
AR adjustments in Intacct should be applied against invoice balance in Invoiced
Currently only payments will alleviate AR balances in Invoiced - any AR adjustments made to the invoice in the accounting system should also alleviate the ...
Done
Ability to apply parent-child payments in the user interface
Currently if we have a payment from a parent customer that applies to both parent a child-level invoices, the only way to apply such payments is via spreadsheet ...
Under consideration
Dashboard Info Can Be Drilled Into
On any dashboard (or report), you should be able to click on the graphic in order to see the invoices / customers etc that make up the figure. For example, the ...
Under consideration
Tax Calculations Mapped to Different GLs
For invoices created in Invoiced, tax amounts should map to a different GL in the accounting system than the revenue.
Done
email template by customer settings
allow a setting to assign an email template by customer for the invoice and future invoices
so that if customer A is always autopay - I can set that email ...
Under consideration
Bulk Send Draft Invoices
Need a way to bulk issue draft invoices. I have to manually click through 600+ invoices monthly in Draft status...it is a nightmare. Need a select all or check box ...
Under consideration
Strong Customer Authentication (SCA) support
Under consideration
Filter out Child Account Invoices when Generating Statements
It sometimes causes confusion when a statement is generated with Child Account invoices attached to it. Would it be possible to have an option to filter out these ...
Under consideration
Customize Late Fees Per Client
It would be nice to have a customized late fee per client or per invoice instead of 1 generalized late fee.
Done
"As Of" Dates for Dashboard
On the dashboard, it would be incredibly helpful to be able to run the report as of a certain date (ie. when reporting month end statistics, to be able to filter the ...
Planned
Deposit payments without estimates
Need the ability to received deposits on account without using estimates for customers with open AR. Currently deposits on customer accounts can be processed without ...
Done
Allow customization of column headers in invoiced
Would be nice to be able to display information such as the customers email or a custom field in the grid.
Done
Ability to export reconciliation errors
It would be useful to be able to export the list of reconciliation errors in the accounting sync page so we can analyze & compare the lists in excel
Under consideration
Allow customer to pay autopay invoices from the customer portal
Currently, the customer can not pay an invoice if it is on autopay. Only the Invoiced user can pay it for them. It would be more convenient to allow customers to pay ...
Under consideration
Filtering A/R adjustments (Intacct sync)
It's great that from Intacct, we are able to filter only select invoices (order entries) to go into Invoiced. However, a similar filter does not exist for A/R ...
Under consideration
Ability to customize the data displayed to the customer in the customer portal activity list
Ability to customize the data displayed to the customer in the customer portal activity list
There should be some options available for the customer view in ...
Under consideration
Don't want the customer list to default to the top
When looking at a specific customer, and I click on the "customer" button in the sidebar, it goes to the top of the list every time. I want to be able to go back to ...
Under consideration