Release Notes

AutoPay retry attempts are no longer scheduled in the past when a payment plan has back-dated installments.

It was not possible to save the choices list on custom fields.

The receipt PDF for all themes except Classic have been updated to better match the theme.

Advanced Filtering: Table views now have more filters available that allow you to do more advanced queries. We've also made over 100 new properties filterable with this update. Some of the new filter operations include starts/ends with, contains/not contains, empty/not empty, and many more depending on the type of the field that you are filtering.

SAML 2.0 integration: The SAML integration has been vastly improved with things like multi-entity support, no more email domain restrictions, and the ability to disable users signing into your Invoiced account with any other non-SAML authentication method.

The balance column in the customer list did not render money amounts with the customer's currency.

Applying only a credit balance with no credit notes in the customer portal did not work.

Stripe payment gateway: Level 3 data is now sent to Stripe for all card transactions. Level 3 data can result in a decrease in declines and lower payment processing costs.

When changing the country on an address form, the labels will automatically adjust to match the address format of the newly selected country.

NetSuite integration: Fixed an issue where a voided payment would void and delete the payment on Invoiced.

The Invoiced app menu has undergone a facelift! The menu has been redesigned to be more compact and easier to navigate between various features. The company switcher has also undergone a transformation with the ability to search your company list to quickly find the right account.

Filtering results in table views has a new look! We have improved the process of building a filter and added many new fields to allow you to create more advanced filters.

Save to Invoiced: The new Save to Invoiced button is visible to customers when viewing an invoice. It allows the customer to sign up for a free Invoiced account where they can securely receive invoices from you, capture invoice approvals, integrate with their accounting system, and send payments to you.

There is a button on the Generate Statement page to get the client view URL for sharing with a customer. This is available in addition to the send and download buttons.

Fixed an error when a customer was making a payment with an existing payment method on file with the make default payment method option selected.

We are pleased to announce the general availability of Invoiced Business Network! With Invoiced Business Network you can now invite customers to join your business network on Invoiced in order to securely receive e-invoices from you, integrate their accounting system, and access new payment methods.

Changing the currency or customer on a cash receipt payment has been fixed.

GoCardless integration: It was not possible to issue multiple refunds for a direct debit payment.

Report Builder: Records with missing custom field values were not included in reports when a not equal to filter was used.

Clicking on links in email notifications will now automatically jump into the correct entity.

NetSuite integration: It is now possible to sync invoices from NetSuite as drafts with the "Sync invoices as draft" setting.

Subscription Billing: You can now specify a quantity when using custom priced plans.

Customer restrictions on a user were not followed when creating exports.

Recalling a saved filter with a date parameter was not working.

Subscription Billing: Filtering subscriptions by plan now includes subscriptions where the plan is used as an addon.

The pagination controls on the Activity Log page has been replaced by a Load More button. Up to 25 events are loaded at a time.

Disabling AutoPay on a customer no longer clears the due date of any AutoPay invoices.

QuickBooks Desktop integration: A sync error with an empty error message would happen if an imported invoice was matched with an invoice voided on QuickBooks.

Subscription Billing: There is a new canceled reason property to indicate when a subscription was canceled due to nonpayment or canceled in the customer portal by a customer.

ERP Connect: Force reload or deleting an API key could cause the application to hang on a blank screen.

Cash Application: The last transaction fetch timestamp was not updated if a payment was ignored due to a cash application rule.

Modifying a contact's email address after invoice chasing was scheduled did not use the updated email address.

Expired discounts were sometimes not removed after the expiration date.

We've added new subscription metric reports to help you understand your recurring revenue business. The new reports are Monthly Recurring Revenue, Annual Recurring Revenue, MRR Movement, Churn, Average Sale Price, Lifetime Value, Net Revenue Retention, and Total Subscribers.

Report Builder: Payment custom fields did not load when selected in reports.

The amount field on the Receive Payment form did not correctly parse and format monetary values in some locales.

Files could not be attached to an invoice if there was a "+" in the filename.

Salesforce integration: The account city field was not synced correctly.

Payment exports now include custom fields.

NetSuite integration: Customer notes were not syncing to NetSuite.

The customer detail screen now has a unified card for all transaction types, including invoices, estimates, credit notes, payments, and more.

Payment plans attached to an invoice written off as bad debt no longer appear in the customer portal as an active payment plan.

ERP Connect: Payment custom fields are now supported.

NetSuite integration: Fixed an issue where the sync cursor could be stuck at 12pm. Another issue was fixed where an imported invoice would not be mapped if it was paid on Invoiced before it had been matched with the NetSuite invoice.

Salesforce integration: Field mapping customizations can now sync data to Salesforce from Invoiced for invoices, estimates and line items. Previously custom field mappings could only sync data to Invoiced from Salesforce.

Salesforce integration: Fixes an issue where only a single line item would be created for an invoice.

Customer convenience fee setting. You can now disable convenience fees for a specific customer.

Closing an invoice no longer sets the status as bad debt. The invoice must be written off using the "Write Off as Bad Debt" action to get a bad debt status.

Customer chasing cadences can now run on specific days of the week that you specify. This makes it possible to only run chasing on weekdays, for example.

Payment plan installment dates now have the time of day set to 6pm in the creator's time zone.

Customers can now see credit balances in the customer portal as an available credit, and apply credit balances when making payments if the "Allow customers to apply credits" setting is enabled.

The Apply Credits to New Invoices setting will now automatically apply open credit notes when a new invoice is issued, in addition to applying credit balances.

The Receive Payment screen has been redesigned to give new capabilities. - The Available Credits section allows adding credit notes and credit balances to the payment. - Payments can be applied to estimates with an unpaid deposit. - More fields from the invoice, like due date, promise-to-pay date, total, and more are displayed in the apply payment section. - Notes and custom fields can be set when processing payments. - Overpayment line items can be added in any situation, even if the customer has other open items.

Intacct integration: Payments created on Invoiced that include credit note applications will now sync the credit note applications to Intacct.

Avalara integration: It is now possible to clear the exemption reason and exemption number from a customer profile.

The create customer and edit customers have a new layout to better group together related fields and settings.

The Close Credit Note action has been removed. We recommend using the void, delete, or apply option instead.

It is now possible to apply a credit note that originated from an accounting system.

You can now generate a sample open item statement in the Appearance settings.

The export feature in some cases would require the create reports permission from a user when that permission should not have been required.

NetSuite integration: The latest version fixes an issue where the sync would freeze when a large number of records were modified in a short period of time.

Salesforce integration: The ability to map any Salesforce field to an Invoiced field has been added. You can set this up in the integration settings with the new Field Mapping page. Also, support for syncing Person Accounts has been added.

Subscription Billing: The next billing period was not displayed correctly in some cases on the subscription detail screen.

Customers applying credit notes in the customer portal would see a zero amount payment line item error.

QuickBooks Online integration: The payment terms name will now sync from invoices and credit memos.

The Payment Methods screen has a new design.

Fixed the payment method not enabled error when customers were creating promise-to-pays and the payment method was disabled for the default country.

Intacct integration: If you use a multi-entity connection, you can specify whether customers are synced at the top level or entity level.

The direct debit payment method could incorrectly display a convenience fee when more than 5 invoices were selected for payment.

Report Builder: There are new IF and CASE functions that can be used to create more complex reports that were previously not possible.

Salesforce integration: Invoice line items synced from Invoiced could show up multiple times on Salesforce.

Report Builder: There is a new IFNULL function. Also, you can now use columns in filter conditions in the right-hand side, in addition to the left-hand side. For example, you could find a list of invoices which have a date before a customer date custom field.

The Credit Balance Summary report used a cached value for the current credit balances section that could be an outdated value.

When resuming a subscription with calendar billing, the next billing period dates could be wrong. Also, the upcoming invoice did not immediately refresh when resuming the subscription.

The Show Record button when viewing import failures was not working.

You can now manage your payment terms list in the Payment Terms settings page. When creating invoices your list of payment terms will be available as a dropdown.

Intacct integration: Applications of advance payments and overpayments on Intacct are now added as line items on the payment synced to Invoiced.

The previous value of an update event had the wrong data type on array items.

There is a new Bank Accounts page in the cash application settings where any connected bank feeds are listed. You can also see when action is required to fix the bank feed connection.

The accounting sync will now show the start time, current task, and timestamp of last update when a sync is running.

Intacct integration: Fixed a could not load order entry transaction error.

NetSuite integration: Cash receipt reference number now syncs to the check # field on NetSuite.

AutoPay invoices are now permitted to have a due date.

Some customers were missing from the picklist when creating cash application rules.

It was not possible for customers to modify payment amounts in the customer portal when paying in a currency other than their default.

The Credit Balance Summary report did not include balances of customers with no default currency.

Scheduled reports can now be saved with a dynamic date range, e.g. past 30 days.

Earth Class Mail integration: Scanned pages within the envelope are synced to Invoiced in addition to the check image.

Invoiced Payments: More declined card payments (depending on failure reason) appear in the failed charges list.

QuickBooks Desktop integration: Payments can now be posted to QuickBooks that belong to invoices that were not originally synced from QuickBooks.

There are two additional entity types you can apply to a customer: Government and Non-Profit

Statements have a new look for every theme except for Classic.

Resuming a paused subscription with a trial period did not calculate the correct set of billing dates.

The A/R Overview report mistakenly allowed custom field filters, which had no effect on the generated result.

Voiding a payment applied to over 100 invoices did not correctly void all invoice applications.

QuickBooks Desktop integration: voided transactions now appear on Invoiced as voided instead of a zero amount.

NetSuite integration v4.1.1: Fixes syncing when a non-default date format is used and better handles project syncing with advanced projects disabled.

You can now see when KPIs on the dashboard were last generated by hovering over the number.

Bad debt written off with a credit note was not correctly categorized on the Reconciliation report.

Subscription Billing: When resuming a paused subscription, the billing period dates could become out of sync with the subscription.

A new page has been added for payers to enter payment amount individually for each invoice that was selected for payment. This screen is shown after an invoice is selected for payment and before payment details are entered.

It is now possible to collect advance payments from customers via the customer portal. Advance payments are collected separately from any invoice balance and added to the customer's account balance as a credit for future invoices. This feature is off by default and can be enabled in the customer portal settings.

The payment form used by customers will now display the amount of each payment line item, including convenience fees, in addition to the total payment amount

QuickBooks Desktop integration: Syncing a modified payment resulted in a sync error.

NetSuite integration: Fixed payments not syncing when jobs are used.

NetSuite integration: Fixed an issue with some records being skipped during a sync.

NetSuite integration: More sync errors are reported to Invoiced and visible/retryable on the Accounting Sync page.

Customer chasing emails now attach an Open Item statement instead of each invoice when a customer has more than 100 open invoices.

The subscription recurring total preview now correctly factors in discounts when calculating estimated sales tax.

The first/last value functions in report builder did not produce the expected result when used with the sale reporting object.

The invoice spreadsheet import tool now allows specifying early payment discounts.

Filtering subscriptions by a plan produced zero results.

Custom field filters did not work when used with the installment aging reports.

Intacct integration: Certain invoice update operations could cause the parent customer to be cleared.

Intacct integration: When invoices are created as part of an invoice run the earlier invoices in the run could be missed by the sync if a sync started during an invoice run.

Report Builder: It is now possible to include the Ship To field in reports for invoices, estimates, and subscriptions. Custom fields on coupons, items, plans, and tax rates are supported now also.

When a letter and email invoice chasing step were scheduled for the same day, the letter step would be skipped.

Intacct integration: When a customer update was synced, the secondary email address was ignored.

Resuming a paused subscription and changing the next bill date did not produce the correct set of invoices after the subscription was resumed.

Intacct integration: Only the first 1,000 line items and first 1,000 subtotal lines would be synced.

Sending an invoice PDF with certain characters in the invoice number would fail.

Intacct integration: Fixed an issue that caused a credit note application scenario to result in a duplicate transaction. Fixed a separate issue that caused A/R adjustment applications to be voided on Invoiced after they were synced.

There is a new "Apps" page that allows you to discover apps that are integrated with Invoiced, install new apps, and manage apps that have been installed in your Invoiced account.

Fixed a compatibility issue when using Gmail's SMTP relay server as a custom SMTP gateway.

Fixed an issue preventing certain characters from displaying correctly in the customer portal.

Xero integration: convenience fee invoices would be synced into Invoiced as new invoices when they should have been ignored.

QuickBooks Online integration: When there is a bill to email address on the invoice in the accounting system, this will now sync to Invoiced as the email recipient for the invoice.

Invoice chasing would sometimes send a duplicate email when there was a large number of invoices scheduled to be chased.

It is no longer required to specify an Auth Mode when setting up a custom SMTP gateway.

Late fees now calculate based on the current invoice balance instead of the original total.

Invoiced Payments: You can now change your payout frequency and payout bank account in the Invoiced Payments settings.

Intacct integration: Fixed the options missing in the transaction type selection menu in the invoice initial import tool. Another issue was fixed that caused customer name and account # to be synced on payments that were skipped.

Intacct Integration: Customer hierarchies are now synced, customer status is synced, and there is a new option for new invoices created to be in the draft state instead of issued.

NetSuite integration v3.3.0: Fixed several bugs with payment application syncing when advanced jobs are disabled. Improved payment and credit note matching for transactions that have not been synced yet. Advanced payments processed through Invoiced now create a payment on NetSuite.

ACH payments now permit bank account numbers with up to 17 digits.

Uploading file attachments with a "+" in the filename was broken.

Custom PDF templates could be rendered differently when sent through an automated email trigger.

QuickBooks Online integration: When a customer originates from Invoiced it will no longer be overwritten with the accounting system values when reading transactions into Invoiced.

Intacct integration: Sync errors were not being persisted between syncs in some cases.

NetSuite integration: Applying credit notes to invoices did not sync the payment to Invoiced correctly.

The date range filter did not correctly work on the transactions list.

Report Builder: Subscription addons have been added as a supported reporting object.

Spreadsheet imports now work consistently when there are accidental spaces in a record identifier, like an invoice number.

It is no longer possible to delete or void an invoice with a pending payment. The payment must first be settled before the invoice can be removed.

There is a new notification available for when a new check is received in your check lockbox.

There is a new Intacct integration upgrade available that replaces Smart Events with an hourly data sync. You can upgrade to the latest version in the integration settings.

Invoiced Payments: Attempting to save a valid credit card produced a validation error.

When sales tax was removed from an invoice in the accounting system, the sales tax was not removed on Invoiced.

The new Invoiced Payment Summary and Detail reports give visibility into transactions and balance activity within your Invoiced Payments account. The reports make it easier to do bank reconciliations for credit card and ACH payments received when Invoiced Payments is used.

NetSuite Integration v3.2.4: - Fixed mapping issue when assigning transaction to the job (project) fro the accounts with disabled SRP (Advanced projects)

Using aging functions on the created at field in the report builder would fail.

Intacct integration: Dimensions can now be set on A/R Adjustment line items created from credit notes.

The new Chasing Activity report helps you analyze the effectiveness of your chasing setup and identify opportunities for improvement.

When a single invoice was selected for payment from the My Account page then it was only possible to pay the balance in full. Custom payment amounts could not be selected.

Netsuite v3.2.3: Fixed payment date - now it uses transaction date when syncing data from invoiced to NetSuite

Scheduled Reports allows you to schedule any saved report to automatically generate weekly or monthly and email the result to you.

Report Builder: New fields and data types have been added.

The start date setting of the accounting integrations no longer considers time of day when filtering transactions.

Netsuite v3.2.2: added support of voiding invoices/credit notes

When partial payments are allowed in the customer portal, changing the payment amount re-generates the available payment methods to take into account min/max limits for each payment method.

Applying invoice chasing to a paid invoice no longer produces a validation error and will instead not skip the chasing schedule since paid invoices cannot be chased.

Files can now be attached directly to a customer profile. Any files attached to a customer will be viewable in the customer portal on the new "Documents" page.

Receipt PDFs now display the convenience fee amount when there was a convenience fee collected with the payment.

Report Builder: New contains / does not contain filters have been added to filter data that partially matches a value.

When using the Receive Payment shortcut on the invoices list, the invoice will be loaded to obtain the latest balance.

A validation error will now be generated when applying payments to documents that have a different currency instead of an internal server error.

NetSuite v3.2.1 Release - Fixed bug with creation of parent objects. Do not sync to Invoiced button is respected when creating payments

It was not possible to save the invoice reminder email template in some configurations.

It was not possible to send an email to some contacts with Thai letters in their name.

The welcome screen would appear on the Dashboard page when a currency was previously selected that was removed from the account.

Line item custom field values did were not displayed on reports made in the report builder.

NetSuite integration: v3.2.0 released New features: 1. Adding and deleting contacts from the list view is now synced 2. Inline record editing is now synced 3. Un-applying a credit note is now synced 4. The start date setting allows you to only sync transactions after a specific date. 5. When syncing a record, any data associated with that record (e.g. customers or transactions) that has not been synced yet will be synced first.

QuickBooks Desktop integration: It was not possible to skip customer sync errors.

When duplicating a document the payment and currency values are inherited from the original document instead of the customer profile.

When a billed in advance subscription is set to cancel at the end of the contract term, the subscription will maintain an active status throughout the last billing period instead of having a status of canceled.

Intacct integration: When the integration is unable to connect to Intacct, these errors now appear in the reconciliation errors list and can be retried.

Credit notes issued from a proration when the issue subscription invoices as drafts setting was enabled were not created as drafts.

The AutoPay failed notification email did not fire in some scenarios.

Payments where a parent customer paid for a sub-customer's invoices did not correctly attribute the sub-customer on the payment line item.

ChartMogul integration: Proration line items are now classified as prorations instead of one-off line items.

When applying credit notes to customers with thousands of open invoices, the invoice selection list was not loading.

The customer merge feature would timeout on accounts with larger data sets.

Stripe integration: If a bank account is verified outside of Invoiced, its verification status will be updated when it is used for a payment.

When an invalid chasing cadence assignment rule was used it could prevent creating new customers.

Notes were not displayed in email threads with a large number of emails.

Accounts with over 2,000 users were unable to load the user list.

GoCardless integration: When there was a late payment failure the activity log reflected the wrong status transition.

Links in payment receipt PDFs were not clickable.

Intacct integration: When foreign currency credit card payments are posted the "EFT" payment method is selected instead of "Credit Card"

These preset reports now have the ability to filter by customer and/or invoice custom fields: A/R Aging Summary, A/R Aging Detail, Installment Aging Summary, Installment Aging Detail, Payment Summary, and Sales Summary

Invoice taxes and discounts could be zeroed out when using the spreadsheet update invoice operation.

Reports did not show output when results contained "<" or ">" characters.

It was not possible to add file attachments to paid invoices.

It is no longer possible to change your company's base currency after initial setup.

Intacct Integration: Convenience Fee syncing. Go to your Intacct integration settings in order to enable this feature.

AutoPay failure notice emails could have the wrong attempt number and next payment attempt date.

It was not possible in non-US accounts to reference the "EFT" payment method in a spreadsheet import.

Invoices scheduled for chasing on the same day with certain schedules resulted in some scheduled sends being skipped.

Contact roles can now be set with the spreadsheet import tool and ERP Connect.

Voiding a combined cash receipt and credit note application did not correctly remove the credit note application.

Duplicating an invoice with a line item that references a plan that no longer exists was not rejected correctly.

Applying the same credit note multiple times within a payment through the API did not correctly apply the credit note.

Email threads with many messages now only load the most recent messages with a button to load more messages.

Saving a custom email template would sometimes revert back to the original email template.

Subscribers sometimes received a extra upcoming renewal notice email.

Intacct integration: Syncing payments from Intacct to Invoiced are now intentionally delayed by one minute to handle scenarios in which a payment event is received out of order with the invoice event.

GoCardless integration: The payment description, invoice ID, and customer number are now sent to GoCardless when initiating payments.

QuickBooks Desktop integration: In multi-currency mode, the integration did not correctly load the currency list at the beginning of the sync.

Email was not delivered to BCC recipients.

GoCardless Integration: Late payment failures did not set the invoice status correctly.

Customer Portal: You can now redirect customer portal visitors to your own sign in page instead of the Invoiced-hosted login page.

Xero integration: When the draft invoice setting was enabled it was not possible for invoice updates to sync from Xero.

You can now create and assign roles to your customer contacts. You can then create customer and invoice email chasing steps that only send a notice to contacts with the role that you select.

It was not possible to re-apply certain payments in the web application.

The top debtors list could display an account inaccurate account balance when there were multiple transactions with the same timestamp for the account.

Refunds for the GoCardless payment gateway can now be issued through the Invoiced web application.

There is a new notification setting that notifies you when a customer completes a sign up page.

Payment Custom Fields

When invoice chasing was enabled and in a particular state it would prevent payments made through the customer portal from being saved.

There are 3 new fields in the invoice import tool: Chasing Cadence, Chasing Disabled, and Invoice Email Contacts

QuickBooks Desktop integration: There is a new settings page for managing the QuickBooks Desktop integration where you can control the data flows and set a sync start date.

Intacct integration: You can now set the overpayment dimensions when payments are posted to Intacct by the Intacct integration.

The rollback import feature has been removed. If you need to delete records created by an import it is now possible to import a list of items that you want to be deleted with the import tool. This allows more precision than the rollback import feature which could delete more records than you may have intended. Rollbacks also did not work with other operations like updates or voids which was often a source of confusion.

Subscription Billing: When modifying subscriptions billed in arrears, an extra proration line item was generated.

QuickBooks Online integration: If you have a U.S. company then Unicode characters are removed from data sent to QuickBooks because QuickBooks does not support Unicode in U.S. companies.

Webhooks no longer have a limit on payload size.

View statement links could be sent to customers that expired sooner than expected.

Using the update operation in the invoice spreadsheet import tool would overwrite the line items of the invoice.

QuickBooks Desktop integration: Reduces instances of "Could not start QuickBooks" errors when auto run is used in a multi-file environment.

QuickBooks Online integration: There is now a separate setting for enabling the post convenience fee data flow.

QuickBooks Online integration: Modifying a payment applied to multiple invoices on QuickBooks in a certain way could cause a phantom payment to show up on balance forward statements.

In order to add new third-party payment gateways to your account you will need to contact Invoiced Support. It is no longer possible to do this through the web application.

If an estimate was converted to an invoice before the deposit was paid then the payment could not be reconciled.

Invoice Chasing! We have released a major new addition to our Smart Chasing engine that lets you chase down individual invoices, in addition to customer-level chasing.

You can no longer delete a payment gateway that is actively assigned to a customer.

Intacct integration: reading payments from Intacct with bill to contact customer mode did not work.

Rolling back a payment import did not completely clean up the data created by the import run.

Slack notification rules did not load correctly for users that adopted the new notification system.

There is a new "Starting Balance" column with spreadsheet imports and ERP Connect that allows you to set the balance of an invoice or credit note during the create operation.

All accounting integrations: No longer throws an error when encountering a payment line item that is not supported by that integration, like credit balance activity or estimate deposits.

AutoPay invoices with a failed automated payment attempt are marked as past due after the FIRST failed payment attempt instead of the last. This gives you an earlier warning when an account is falling behind.

QuickBooks Online integration: The label of the shipping line item is now more friendly.

There is a new notification setting available to be notified when an AutoPay payment succeeds.

Happy New Year! The Intacct, QuickBooks Online, and Xero integrations can now specify payment gateway as one of the parameters in payment account selection rules. This means that when a payment is synced to your accounting system it can point to a different G/L account based on the payment gateway that was used.

There are new operations available with spreadsheet imports and ERP Connect: Create, Update, Create or Update, Delete, and Void. These new operations are available with nearly every data type. You can also specify per-row the operation to take using the new "Operation" column.

There is a new workflow for customers approving estimates in the customer portal when a deposit payment is required. The new workflow moves the payment step to a separate page, which fixes numerous limitations in the past, like the lack of saved payment methods, direct debit support, and deposit payments not supported when AutoPay is enabled.

The View Statement and Login buttons on the emails showed the link behind the button.

Intacct Integration: BL01001973 error when creating customers on Intacct no longer happens.

Sign up pages did not calculate the total when a required subscription addon without a quantity was used.

The upcoming invoice preview will only display proration line items with the same subscription that generated the proration, when a customer has multiple active subscriptions. Previously the upcoming invoice preview included any proration line item regardless of the subscription that generated it.