Ideas for Invoiced as submitted to our Feature Upvote board. Ideas are ordered by 'new' and the 50 top matches are included. pr_kxb6z12vqrulph7 2025-05-18T12:19:03Z sug_vx4hzpadqs8qwlf 2025-02-10T17:19:04Z 2026-05-05T16:21:43Z Add the ability to update the customer record using the spreadsheet importer to add the Parent Customer. sug_5uyxw48p9iiyarm 2025-02-13T21:25:11Z 2026-05-05T16:21:43Z As a distributor, we send invoices that must be paid to a specific Distribution Partner. In most cases, this partner prefers to be CC'd on all invoices sent from us via Invoiced. Proposed Solution: Introduce a feature where Invoiced users can create a "Custom Object" to store internal Distribution Partner information, including their designated CC email and unique identifiers. Users can then create custom fields under the "Invoice" object, enabling them to associate records from the custom object. When certain criteria are met on an Invoice, the system would automatically CC the appropriate email based on the associated Distribution Partner. (Via Customer field under the Invoice Object) Example: If Invoice #XYZ originates from Distribution Partner 3, then automatically CC Distribution Partner 3's designated email. sug_jrcsdxvzwk4pwhb 2025-02-19T18:17:24Z 2026-05-05T16:21:43Z With the addition of Flywire payment processing it has been difficult for our accountant to reconcile the bank deposits with which customer it applies to in our accounting software because there isn't anywhere to view all of the payments in one place/report. I'm currently keeping a spreadsheet of which disbursements apply to which client(s) and updating it manually for each deposit we receive, but I don't see that as a great long-term solution for when all of our clients have transitioned to the payment options processed through Flywire. sug_3baxq6awzs6j4dr 2025-02-21T16:37:30Z 2026-05-05T16:21:43Z The current customer portal does not include a bot verification method. As a result, some random email addresses are being entered, which is causing emails to be sent from user email domains. This situation has led to bouncebacks and unintended recipients receiving unwanted emails. If this issue persists, there is a potential risk of these domains being blacklisted. sug_ixvjhhgabbjbmsm 2025-02-25T22:05:37Z 2026-05-05T16:21:43Z sug_gkbmmrnvdjrihju 2025-03-06T17:22:23Z 2026-05-05T16:21:42Z We would like to suggest that Invoiced allow users to select multiple sub-customers under a parent account when processing a payment. This feature would enable users to consolidate payments for sub-customers into a single transaction, as long as the sub-customers are set up as subaccounts and the payment is processed through the parent account. Currently, users must process payments for each sub-customer individually, which can be time-consuming and inefficient, especially for businesses with many sub-customers. By enabling the selection of multiple sub-customers for one payment, this feature would streamline the payment process, saving users significant time and reducing administrative overhead. It would also create a more intuitive user interface, allowing businesses with multiple subaccounts (such as subsidiaries, departments, or divisions) to manage payments more effectively. In addition to time savings, consolidating payments would reduce errors. We appreciate your time on this! sug_ckvkxnzwawlukrz 2025-03-10T17:32:21Z 2026-05-05T16:21:42Z For payment receipts, include all amounts that paid off an invoice, not just what was charged to a credit card. For example, if there were account credits applied, this should be shown on the payment receipt. sug_uxi9xfz7vys0rqs 2025-03-11T18:00:46Z 2026-05-05T16:21:42Z We work with large groups that have multiple locations. A corporate office pays all bills but out of multiple accounts. They would like to see the customer dashboard able to view all balances. Maybe a toggle to include sub-customers so they can see either? sug_0snpkscn50bat4m 2025-03-12T15:22:04Z 2026-05-05T16:21:42Z Would like to be able to filter by Parent account to mass download invoices. sug_ptiryloq3do4tkq 2025-03-18T14:05:26Z 2026-05-05T16:21:42Z I would like to be able to edit the email template for the portal invitation that is sent to the customer when you go to actions on a customer's portal > generate portal URL > send. Thank you! sug_ziipbljrogcsgfm 2025-03-20T18:00:52Z 2026-05-05T16:21:42Z You can't delete file attachments from the file attachment box. You have to edit the invoice to delete them. If an invoice was created in QBO, then you added an attachment in Invoiced, you can't delete the attachment you added unless you contact support and have them enable the allow accounting record edits setting. IMO, there should be a default way to be able to remove attached files from invoices that were created in the accounting platform and synced to Invoiced. sug_pndokv4vm0wrgzn 2025-03-24T13:52:47Z 2026-05-05T16:21:42Z The payout report for Flywire payments contains relatively little information that allows you to determine the payments included in the payout settlement. The report doesn't include the customer name, the invoice, the original charge amount, or the fee associated with the transaction. It would be really helpful if these settlement reports contained this information so it is easier for me to make deposits for these settlement batches in my accounting software and track my charges for credit card fees. I have been manually adding the original charge amount and the fee amount to the report and saving it to attach to my deposits so there is a record of the difference in charges to the deposit amount. Including this and additional information, such as the customer name, on these settlement reports would be highly beneficial for many accounting purposes. sug_scix50a8kp3wkwz 2025-03-24T14:33:43Z 2026-05-05T16:21:42Z sug_vxpolmp8uzh3kcj 2025-03-25T20:06:49Z 2026-05-05T16:21:42Z One of the customers wants to set up the following automations: After an estimate is created, it will be sent to the internal team for review 6 months later. Another automation will trigger when the estimate is created, sending the estimate along with a secondary attachment 6 months after its creation. sug_hhazcqhvqfdgb1p 2025-03-26T14:57:48Z 2026-05-05T16:21:29Z Would appreciate it if we can give access to the customer portal to additional users that don't receive each invoice. In my example the Invoices are sent to the accounts payable email but the buyers want to review invoices in the portal. They don't want to receive all the emails. sug_sd63wakfglzkgps 2025-04-15T16:50:58Z 2026-05-05T16:21:29Z I would like to see the customer's name added to the new Flywire Payout Associated Transactions detail page. Reconciling in Xero would be much easier if we could see each customer's name, in addition to the invoice number. sug_0x2hu5ejisk7cur 2025-04-16T20:01:22Z 2026-05-05T16:21:29Z Currently can only include PDFs with the send document feature which limits the use cases of this feature. Would be really helpful to have this feature and would enable more use cases for automations sug_xuwlrgdaksx8db8 2025-05-01T14:11:40Z 2026-05-05T16:21:29Z Streamlining B2B billing workflows is crucial, and CSV is the preferred format for data import and reconciliation within many customers' accounting systems (like NetSuite, QuickBooks, SAP, etc.). Currently, the platform lacks the capability to automatically email CSV billing summaries via automation triggers or dunning cadences. This gap forces inefficient manual workarounds – exporting files, composing emails, and attaching documents – which are time-consuming and introduce significant risk of human error. Implementing automated CSV emailing would directly address this bottleneck, boosting operational efficiency, reducing costly errors, and providing a smoother, faster payment experience for customers handling multiple invoices. This isn't just a 'nice-to-have'; it's aligning the platform with standard B2B transaction practices. sug_pm4ubgbloehuycn 2025-05-08T23:39:51Z 2026-05-05T16:21:29Z As a user, I'd like to be able to filter for customers who don't have any email addresses associated with them. This means we cannot send invoices to the customer via email. sug_sf2za6dxmiqrxok 2025-05-12T17:03:02Z 2026-05-05T16:21:29Z It would be very helpful to have the customer name displayed next to each payment in the payouts view. Currently, it’s difficult to quickly identify which payment belongs to which customer, especially when payouts include invoices from multiple clients. Even if a single payout includes multiple invoices, showing the associated customer name (or allowing customer name as a filter option) would improve usability and efficiency for reconciliation. I’ve included screenshots to illustrate where this information could be added for clarity. Thank you for considering this enhancement! sug_mzbhulc673gq97y 2025-05-16T03:34:07Z 2026-05-05T16:21:29Z Credit Card Convenience is subject to Sales Tax when it is applied to an invoice that has Sales Tax on it. In the current form Convenience Fee is not sales tax compliant. There has to trigger for sales tax calculation as per the rules or integration (Avalara), when a convenience fee is applied to a payment. OR make the Convenience Fee Invoice item editable, so that a tax can be calculated and applied to it post payment. sug_l150lzgme67bs8m 2025-07-31T20:32:47Z 2026-05-05T16:21:28Z Would be great if you hired some support staff who responded to customers within your published SLA's sug_kzsiqzjnyili1f6 2025-05-27T04:12:28Z 2026-05-05T16:21:29Z Having the ability to maintain current payment gateway integration is crucial sug_qvxmsoyuytnep2d 2025-09-08T15:13:33Z 2026-05-05T16:21:28Z It would be helpful to have a pop-up window that showed what the invoice would look like without having to download a file everytime. sug_vdm18gvnbn4hvsz 2025-09-03T15:08:45Z 2026-05-05T16:21:28Z Customers often fail to notify us when their address changes and even if they did, allowing the customer to edit that information themselves would be beneficial to our team. sug_z7ifpymhhltecha 2025-09-03T15:04:12Z 2026-05-05T16:21:28Z We have many customers with multiple stores, so they have multiple invoices. At least once a month, they ask us to move a charge from one invoice to another. Currently, the only way to do that is to copy all the information from that line item, delete the line item, and then re-enter that data manually onto the "correct" invoice. The only existing convenience with this exercise is that the total automatically adjusts when editing... sug_utbfqj1xq3gb41f 2025-08-27T18:54:39Z 2026-05-05T16:21:28Z When an invoice zeroes out due to deposits, credits or other reasons the invoice then syncs to Invoiced as voided and does not show the final line where the amount was paid. If $0 invoices sync as paid or open either would correct this issue. sug_iutt64qdzgu3cji 2025-08-07T15:12:46Z 2026-05-05T16:21:28Z We recently had a customer reach out to verify that the Flywire charge in their account was for their payment made to us after transitioning our card payments from Stripe to Flywire. It would be helpful to have the transaction description indicate our company name somewhere to avoid confusion for our clients. sug_izifl9ojnwjgj0g 2025-08-07T14:42:55Z 2026-05-05T16:21:28Z The current 10,000-row limit for report exports from Invoiced is causing significant operational headaches and is a major bottleneck for our team. To get the comprehensive data we need for financial reconciliation and analysis, we are forced to run reports multiple times, manually adjusting filters to capture all the data. This workaround adds an estimated 10-15 hours of manual work per month and increases the risk of human error. We request that the report export size be increased to a much higher limit (e.g., 50,000+ rows) to allow us to export our complete data in a single file, thereby improving efficiency, ensuring data integrity, and enabling more effective analysis. sug_ynzimgsgdqueh0k 2025-07-31T19:52:57Z 2026-05-05T16:21:28Z We'd like a way to disable "Customer Portal URL" access for back office users. They should still be able to edit the customer for all other needs. The reason for this request is, we do not want them "acting" as the customer and making any changes since the audit trail will show as though the customer has made the changes. sug_g1j2nhggjabskg8 2025-07-31T17:35:13Z 2026-05-05T16:21:28Z Please email us everytime a payment is disputed by the credit card holder and email us everytime a payment is not processed due to insufficient funds via ACH. This notification does not exist and if given through notifications in the portal - it has the ability to get lost and we don't have a chance to re-coupe those funds. At our old company, we received a batch report of all successful charges and disputed charges which was super helpful on a daily basis to cross reference billings. sug_o9bjjpyaw3ckolt 2025-07-18T19:45:41Z 2026-05-05T16:21:28Z For payments that include a surcharge, need to include the surcharge fee on both the invoice and the receipt. Thank you! sug_9teptunzdc99f7t 2025-07-30T15:00:53Z 2026-05-05T16:21:28Z Our clients are not able to enter P.O. Boxes for the billing address when entering their payment information. sug_urnovyrnctxfftu 2025-07-15T14:14:01Z 2026-05-05T16:21:29Z The transaction list and payout screen is attached - it shows that the $62,520.38 payout is only for INV-03726 - when in reality it includes invoice INV-03706 as per your payment link. Do we have to click on each payment to see if it includes more than one invoice - that would not be acceptable. How would we even know to click on a link when it just lists an Invoice number - Please let me know who to contact to figure this out. sug_v1jhpj1huhu1nnu 2025-07-08T16:35:23Z 2026-05-05T16:21:29Z I think it would make sure sense for the interest charges to be on a separate invoice instead of adding to the existing invoice. The problem with this is the client already has the original, so they end up short paying the invoice. If it was it's own invoice it would make collecting on it easier. sug_y2s2jzlnmoycwng 2025-07-08T16:31:06Z 2026-05-05T16:21:29Z Lost the ability to process a credit card payment for the client directly from my client screen. I now have to go through the client's Customer Portal URL to be able to process a payment. We get several third party one time use credit cards, so this now makes the process longer. Need fuctionalty brought back. sug_izckukkjzttktmp 2025-07-08T16:26:40Z 2026-05-05T16:21:29Z Would like the ability to see and potentially cancel a pending credit card transaction. sug_x33zbz8dx02721i 2025-07-03T13:19:46Z 2026-05-05T16:21:29Z Being able to create a Credit and refund that amount to the customer would allow us to properly report Cash. sug_nxdrjdux9awmxwb 2025-12-10T22:39:17Z 2026-05-05T16:21:27Z A customer-specific auto-apply credit control will be helpful, especially for clients on autopay. In our case, credit notes are kept open for clients on autopay, as invoices are paid once they are generated. It would be a useful feature if credits could be automatically applied to autopay clients' invoices. Additionally, some customers want their credits to be applied automatically. While some would prefer applying their credits by themselves. sug_jpiwrpk8lg4kvsq 2025-12-31T17:08:30Z 2026-05-05T16:21:27Z I would want the emails from the customers to come into invoiced only since we have a team that handles the customer service and it goes into there inbox, they respond from there inbox but we don't see the correspondence in invoiced so it stays open and we don't know if the conversation was resolved. sug_tprpyn1g5uizt5r 2026-01-22T15:03:08Z 2026-05-05T16:21:27Z We have a customer that has a parent/child account set up. There is 1 parent account with 13 child accounts (multiple different locations). We're requiring our customer to enroll in autopay, but the only to do that for all 13 child accounts is if our customer goes in and adds a payment method to all 13 child accounts and enrolls in autopay individually. It would be great if they could add a payment method to their parent account and then once they enroll in auto pay they're prompted to enroll their child accounts as well. sug_4cpajdm9vbxnniv 2026-01-22T19:38:56Z 2026-05-05T16:21:27Z Currently Clients are unable to run a yearly or year to date reports from their portal for Invoices or payments they've made. At this time they have to click on each payment or invoice one by one to get a print out of this. If they want this info they have to reach out to us and ask us to generate this info for them. We get many requests for this from our clients. sug_aa5kb2auhzf8nhb 2026-01-22T20:08:56Z 2026-05-05T16:21:27Z When a customer gets issued an invoice and they receive an email, there's a button for them to View Invoice. This link is valid for 24 hours only. We should have the ability globally or by customer to make the link available for longer periods. Example, 7 days, 14 days, 30 days etc. sug_agmygaub4twxgvl 2026-03-17T21:04:00Z 2026-05-05T16:21:27Z I can edit how a check is applied, but when it comes to Flywire payments, I have to void the payment and reapply it where it needs to go. For example, one customer paid directly on a $799 invoice twice, and instead of the system applying the extra payment as a credit to their account, it changed the balance of that specific invoice to -$799. In order to correct this issue, I then had to void the extra payment and reapply it to the account as an overpayment to ensure their credit is recorded on the account. In addition to those extra steps, since the payment had already been deposited in our account, voiding the original payment then created a Code: 6540 Sync Error. It would be much simpler to allow editing of all payments to be able to apply the payment to a different invoice or designate it as an autopayment. sug_ycxfi71bpga35bj 2026-01-28T19:05:31Z 2026-05-06T21:17:56Z Our experience with this company’s customer service has been nothing short of infuriating. We attempted to upgrade our account, but the process was a complete nightmare. Despite multiple efforts to reach out, we received no communication from a sales representative whatsoever, Jana. Every time I do hear back 7+ days later it’s an excuse. The phone numbers listed on the company’s website for assistance go straight to voicemail, with no callback or follow-up. To make matters worse, our assigned Implementation Manager failed to reach out until two and a half months into the contract and that was only to set up the very first call. This level of service is completely unacceptable and reflects a serious lack of organization and customer care. It’s rare to encounter such piss-poor service from a company that advertises customer support so prominently. We like the software but we are extremely disappointed and would caution others to reconsider before signing on with this team. sug_mgfdgqrwuorgaz9 2026-03-03T12:58:28Z 2026-05-05T16:21:27Z Flywire recently restricted the ability to display the Invoiced Customer Portal within an iframe due to CORS policy settings. We’re requesting a review of this limitation, as enabling a secure “friendly URL” or similar embedding option — like what’s available for payment tools — would allow us to keep clients within our portal and provide a seamless branded experience. sug_q1bszz6qub9rq3q 2026-03-12T17:32:26Z 2026-05-05T16:21:27Z Currently, our autocomplete suggestion list may show email addresses that were accidentally used in the past. This can cause confusion when sending emails. It would be helpful to have a way to remove incorrect or outdated email addresses from the autocomplete list to ensure only valid contacts appear. sug_355nnecj2sfjbcd 2025-10-04T23:16:57Z 2026-05-05T16:21:28Z For the customer portal, we would prefer invoices to be displayed with the oldest invoices at the top and the newest at the bottom. This format aligns with standard accounting practices and would make it easier for our customers to review their statements and prioritize payments. Currently, when a customer opens an Invoice or Statement and clicks the “Pay Now” tab, the system shows invoices with the newest on top. However, it does not allow sorting or changing the order based on due dates. Since the oldest invoices are typically the ones that need to be paid first (especially if they are past due), it would be more intuitive and practical for them to appear at the top by default. sug_i9jgokmemnlcj0q 2025-11-12T20:38:06Z 2026-05-05T16:21:28Z If the current cash forecast report could be improved to forecast cash collections by Customer time to pay OR Due date; AND also have the report provide customer level detail that shows how the cash forecast amounts are being generated and totaled. Right now, the cash forecast report only provides high level data by week or month, but it would be more meaningful to know which customers are driving the forecast and to also have the ability to show the behavior of customers in how they pay which would make the report more relevant as some do not pay by the due date. sug_wfw9xxjw50evyuy 2025-10-29T15:32:33Z 2026-05-05T16:21:28Z Disputes have status notes of Lost, pending, expired, etc. There is no description of what that means. Also, no notification of defense being received and won or lost. Expired or pending, but we do not have a time limit showing how long we have and if it is received and processing.