Each week we share what is new on Invoiced, including new features, bug fixes, and improvements.

The Estimate Summary Report only displayed the first deposit amount instead of the total sum of all deposits collected for that estimate within the selected date range.

In the Automations feature, customer names containing apostrophes were displayed incorrectly when posted.


Navigating to the Billing setting would prompt for login credentials that could not be verified, preventing some users from accessing the billing page.


The Caribbean Guilder (XCG) currency code is now supported.

A charge.failed event was not created for some failed AutoPay payments.

Week of July 16, 2025

Some users switching between payment gateways experienced errors due to conflicting fee configurations.

Falied autopay payments were retired outside of their configured schedules.

A formatting issue caused negative numbers to display with extra apostrophes in exported files.

Payment sources weren't consistently saved to customer profiles when autopay customers made manual payments through the customer portal.

Customer country information is always populated in customer data.

A deletion issue prevented admins from removing users with specific permission combinations.

Week of July 9, 2025

Users could not connect to our Slack integration.

A charge.failed event was not created for some failed payments.

The Flywire Payments payout and payout reports did not list all transactions.

The Invoiced Summary and the Merchant Account Summary reports failed to load.

Week of July 2, 2025

Metadata for invoices, credit notes, and estimates is now available on the customer portal’s /pay/select_items page and can be accessed using custom JavaScript.

Week of June 17, 2025

The customer portal did not prevent users from paying more than the invoice balance.

Invoices were automatically marked as bad debt after a late return in some scenarios.

Some customers could not be merged or deleted, and some invoices could not be deleted.

Week of June 11, 2025

The Flywire integration now supports surcharging

Week of April 4, 2025

The Flywire Payments integration now supports 4 distinct payment methods: Card, Direct Debit, Bank Transfer, and Alternative Payment Methods

The Flywire Payments integration now supports convenience fees.

Payment Links have been added as a new, easy way to collect payment from your customers (new and existing) when they do not have an invoice.

QuickBooks Online integration: Having more than 1,000 accounts in the chart of accounts is now supported.

The file upload plugin has changed to an inline file upload element with the options to upload files from third-party services removed.

Week of February 14, 2025

We have a new connector available with Workato that can be used to integrate Invoiced with hundreds of ERP, CRM, and other applications.

Week of January 24, 2025

Mass Automations: Enroll in a scheduled automation or run a one-time automation with the click of a button from a list of customers, invoices, and more.

When single sign-on is mandatory, verification of a newly added user's email address is no longer performed.

Week of January 10, 2025

Cash Application: You can now upload remittance advice documents into Invoiced. A new AI-powered capability will read remittance advice documents, with varying formatting and styles, down to the line item level into Invoiced.

The statement PDF did not render in certain parent-child customer scenarios.

Week of December 13, 2024

Automations: New dropdown lists make it easier to select records when creating automations.

The created at filter did not follow the time component of the selected date and time.

Week of December 6, 2024

CyberSource payment gateway: Fixed missing lastName error when certain characters are present in the cardholder name.

Week of November 29, 2024

Invinting new users when SSO only login is enabled will no longer require that the new user goes through the account registration process.

The column selection button on the customers list was not appearing.

Week of November 22, 2024

NetSuite Integration: The newly released v5 NetSuite bundle now has the ability to post customers, invoices, and credit memos to NetSuite. These new data flows can be configured in the integration settings.

Week of November 8, 2024

The "Pay With" dropdown is hidden on the payment form when there is only one payment method available.

Chasing emails are no longer sent for invoices with pending payments.

Week of October 22, 2024

The metadata from bank feed transactions available to cash application rules has been enhanced to allow for more automation to your cash application process.

Promise-to-Pays report filtered on the last modified timestamp instead of the expected payment date.

Sales Tax Summary report did not include 0% sales tax rates.

The Receive Payment screen did not prevent a biller from overpaying an invoice balance.

Week of September 13, 2024

Payments created from a bank feed have a "Bank Feed Transaction" section that provides more metadata about the transaction.

Week of September 6, 2024

We've added a new integration with Flywire for seamless cross-border payments that allows payers to make payments using localized payment methods! If you need to accept international payments from customers then please contact Invoiced Support to get started.

Week of August 23, 2024

The company_name email template variable now uses your company's DBA name instead of legal name.

Week of August 16, 2024

Advance payments in the customer portal did not use the customer's currency after selecting and deselecting an invoice in a different currency for payment.

Week of August 2, 2024

It is now possible to send a customer portal sign in URL to a customer by clicking Actions > Customer Portal URL > Send.

It was not possible to set the company time zone to UTC.

Week of July 26, 2024

A new promise_to_pay.broken event has been added to help you identify and react to a promise-to-pay not being kept.

An email attachment limit has been set at 20MB when using a custom SMTP configuration to prevent out-of-memory errors when sending.

Week of July 19, 2024

Customer Portal: It is now possible in the customer portal settings to upload file attachments that appear on the "Documents" page of the customer portal for ALL customers. This is great for uploading W-9s or tax documentation that all payers need to see.

Stripe payment gateway: Adding ACH bank accounts using manual deposit verification is available once again.

Week of July 12, 2024

Account statements has a new "Customer" column when the customer has one or more sub-customers.

Customer Portal: The sign in experience was improved when signing in with an email address that is associated with multiple customer profiles.

The new invoice email trigger did not work on invoices where invoice chasing was enabled and then disabled.

The promise-to-pay expected payment date field in the customer portal did not work in some locales.

Week of July 5, 2024

Automations: Our new automation builder feature allows you to create custom automations that perform a sequence of actions in response to various triggers. We can't wait to see what you build!

Customer Portal: The welcome screen shown before a customer signs in has been redesigned. You can now customize the welcome message shown to customers.

Customer Portal: Customers can now see their contacts list on the Billing Details page. With the new "Allow customers to modify contacts" setting they can add, edit, or delete contacts.

Customer Portal: Customers can now add or modify their phone number in the customer portal.

Customer Portal: The Activity page has a new "Customer" column whenever viewing the account of a parent customer.

Customer Portal: It is now possible to switch to a different customer account when signed into the customer portal via an email magic link.

The email address autocomplete did not work with some email addresses.

Week of June 28, 2024

Customer Portal: It is now possible to display transactions for sub-customers of the currently signed in customer. This behavior is enabled with the "Include Sub-Customers" setting in the Customer Portal settings.

Customer Portal: Your business details are now displayed in the footer of the customer portal for establishing trust and making it easier for customers to contact you.

Customer Portal: All pages now have a language selector that allows viewers to switch the language of the customer portal on the fly.

The customer portal and invoice generation are now available in 16 languages!

You can now control which contact information is displayed on transaction PDFs in the Appearance settings.

Customer updated event did not show up in activity log after removing and re-adding a payment method.

Week of June 21, 2024

Creating an invoice chasing cadence with multiple days after issue steps produced an error message.

Week of June 7, 2024

It was not possible to void an unapplied payment on the payment detail screen.

Week of May 31, 2024

An audit log event would not be recorded in some scenarios when the status on an invoice changed from not sent to sent.

The Task Productivity report did not correctly include tasks that were completed by a different user than the one that was assigned.

Week of May 24, 2024

Customer Portal: The new "Require Authentication" setting will require that customers sign in to the customer portal to view any invoice or other document that is sent to them via email.

Customer Portal: It is now possible to disable the My Account functionality in the customer portal. When disabled customers can only view and pay invoices.

Customer Portal: Invoices, estimates, and credit notes can be downloaded as XML.

Customer Portal: Invoices, estimates, credit notes, and account statements have been redesigned to display the full details from the document to match the information that is displayed on the printed version.

Selecting a large number of invoices for payment in the customer portal resulted in a request too large error.

Cash Application: It was not possible to re-add a bank account after it was deleted.

Payment terms with a due in value of 0 days did not properly set a due date.

Week of May 17, 2024

Customer Portal: The new "Show Open Items Before Invoice Payment” setting allows you to change the behavior when a customer clicks the Pay Now button on an invoice.

Week of May 10, 2024

Stripe payment gateway: Customers can now instantly verify their bank account in the customer portal when adding a new bank account using Stripe Financial Connections.

Customer Portal: Invoices, estimates, and credit notes can be downloaded as CSV.

Week of April 26, 2024

Customer Portal: The customer language setting was not followed when the customer did not have a value in the country field.

Customer Portal: Inovice URLs no longer expire after 90 days.

Chasing emails used a different set of email template variables when there were greater than 10 open invoices.

If your business has a Doing Business As (DBA) name then it will be shown in customer-facing locations instead of your company's legal name. You can change your DBA name in Settings > Business Profile.

Week of April 19, 2024

You can now sign into Invoiced with an Intuit, Microsoft, or Xero account.

Week of April 5, 2024

Sign in with Intuit: Sign into Invoiced using your Intuit account.

Sign in with Xero: Sign into Invoiced using your Xero account.

When applying an unapplied payment it is now possible to apply the payment to greater than 100 invoices.

Customer chasing email notices will now send an open item statement instead of a list of invoices when the number of open invoices exceeds 10.

The email address autocomplete did not return recently added email addresses to your customer or contact lists.

Week of March 29, 2024

Subscription Billing: Setting a subscription to cancel at period end was not working if a custom pricing plan was used.

Week of March 22, 2024

Subscription Billing: The trial period was incorrectly set when modifying a trial to end today.

The late fee process would not finish for a recurring late fee schedule if the late fee amount applied was $0.

Week of March 15, 2024

Initial Data Sync: A new tool is available to pull transactions from your accounting system into Invoiced prior to installing the Invoiced integration.

Intacct Integration: fixed an issue where the sync process could crash if a credit memo with sales tax was voided on Invoiced.

Fixed a permission error when editing an invoice that was already issued with a role that only had invoice edit permission.

Week of March 1, 2024

There are two new fields in the spreadsheet import tools: Accounting System and Accounting ID. These new fields allow you to set the mapping for a record on Invoiced to the corresponding record in the accounting system.

When processing a payment with an invoice that was paid through a combination of processed payment and applied credit note, a duplicate payment error would occur.

Week of February 16, 2024

Chasing would not process all customers in the chasing queue after encountering a timeout when building a chasing statement PDF.

QuickBooks Online: It was not possible to sync an invoice with a line item whose name was a GUID.

Late fees have been improved to now generate a separate late fee line item when there is a recurring fee schedule. The late fee line item will also contain the date of each late fee in the line item description. This change will only apply to invoices going forward. Existing invoices with late fees already assessed will continue to generate a single late fee line item.

The accounting sync process will no longer overwrite the invoice payment terms when the invoice has AutoPay enabled.

Week of February 9, 2024

Credit card payments could not be processed when "." was used as the purchase order number.

Intacct integration: Customer custom fields stopped syncing to Invoiced.

When paying an invoice with a payment plan that results in the invoice being paid in full, then the invoice.paid event will now be used instead of invoice.updated.

When a backdated invoice is imported from an external source, it will use the invoice date to calculate the AutoPay payment date instead of the current date.

Credit cards now have a field to track the issuing country of the card.

Week of February 2, 2024

Vendor Pay: Allows U.S. businesses to receive low-cost payments from their business customers.

Week of January 26, 2024

Notifications from Invoiced Business Network now follow each user's customer restrictions.

When applying credits on the same day as issued it would sometimes result in an error because the credit balance became negative.

There is a new Accounts Receivable setting called "Customer Entity Type" that lets you specify the default entity type of new customers.

QuickBooks Online integration: Ship to address is now sent to QuickBooks with the write invoice data flow.

Week of January 12, 2024

When the ship to name was null then the address was not rendered on the invoice detail screen.

Week of January 5, 2024

Bank feed transactions no longer create payments until they are in a posted state.

Subscription Billing: The contract term now displays the number of remaining billing cycles instead of the contract date range. The number of remaining billing cycles has always controlled when a contract will end. The contract date range was informational but could be misleading after performing certain subscription modifications such as modifying the billing term.

Week of December 29, 2023

Exporting the customer list with a default payment method filter did not work.

Week of December 22, 2023

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

Week of November 3, 2023

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.

Week of October 27, 2023

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.

Week of October 20, 2023

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.

Week of October 13, 2023

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.

Week of October 6, 2023

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.

Week of September 29, 2023

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.

Week of September 22, 2023

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.

Week of September 8, 2023

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.

Week of September 1, 2023

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.

Week of August 25, 2023

Stay updated with the latest enhancements on Invoiced. The changelog page provides detailed updates on new features, improvements, and bug fixes, ensuring you're always informed about the platform's evolution to enhance your financial management experienc

Release Notes