Release Notes

Each week we share what is new on Invoiced, including new features, bug fixes, and improvements.
October 22, 2021
Improved
Invoices have a new "Write Off as Bad Debt" option that replaces the "Close Invoice" feature. This will create a credit note to close the remaining invoice. Our Bad Debt guide has more details on how this feature works.
Fixed
Sending an automated email to a customer with duplicate contacts could cause some contacts to be excluded.
Fixed
When a subscription becomes past due it could have resulted in the next invoice in the series not being sent to the customer.
Fixed
It was possible for a user with owner customer restrictions to see other customers in the customer list by applying an owner filter.
Fixed
The system will now block voiding payments that add credits which have been applied to invoices in a future transaction.
Improved
The "Conversation" tab of the invoice detail screen now includes text messages and mailed letters.
October 15, 2021
Fixed
The subscription preview was off by one day when using bill in arrears.
Improved
QuickBooks Desktop integration: customer active status is synced.
Fixed
Netsuite bundle v3.0.5
- Fixed void payments
- Fixed reconciliation error on applying credit note on the NetSuite side
October 8, 2021
Fixed
The customer portal no longer shows when subscriptions are in a trialing status. Instead the next bill/charge date is shown.
Fixed
It was not possible in the web app to apply credit notes to certain invoices when the customer had more than 100 open invoices. 
Added
CyberSource gateway: Added currency setting to allow storing cards with a non-USD merchant account.
Fixed
When ship to information is empty on a spreadsheet upload it will be ignored instead of creating a blank shipping address.
Fixed
Chase Paymentech Orbital gateway: Cards with an address greater than 30 characters returned a gateway error.
Fixed
The customer portal payments list and balance forward statement was missing payments that included a credit note application made through the customer portal.
Improved
The installment "Date" label has been renamed to "Due Date" to more accurately reflect how this value is treated by the system. No payment or aging calculation was changed in the process.
Fixed
Xero integration: Invoices generated from Xero repeating invoices could be missed by the sync.
Added
Xero integration:
- Contacts added, updated, and marked inactive are synced to Invoiced independently of new invoices.
- Modifying invoices on Xero is now synced to Invoiced.
- Payments created on Xero will now create a payment object on Invoiced instead of a transaction.
- Voiding invoices and payments on Xero is now synced to Invoiced.
- The accounting sync page shows a list of reconciliation errors with the ability to ignore or retry individual errors.
Fixed
Changing a subscription from monthly to yearly billing with calendar billing enabled would create an invoice with the wrong service period.
Fixed
When duplicating a document it will no longer bring over the file attachments of the original document in order to prevent the original invoice PDF from being copied over.
Fixed
ERP Connect: Providing empty shipping information could produce a sync error. Also, when custom fields were used in a mapping then editing that mapping again could change the order of the fields.
Fixed
NetSuite  bundlev3.0.4: NetSuite PDF attachment will now replace Invoiced PDF attachment for the invoices originated from the NetSuite
Improved
QuickBooks Online integration: Inactive customer status will now sync to Invoiced.
Improved
Intacct integration: Inactive customer status will now sync to Invoiced.
October 1, 2021
Improved
The Cash Flow page has been moved to a new report called "Cash Flow Forecast" accessible from the reports list. The Cash Flow page will be retired after the end of this year.
Added
There is a refresh button present on every report that allows regenerating a report with the press of a button.
Improved
The Sales by Item and Sales by Plan reports once again include returned items from credit notes.
Fixed
The ability to process a payment or issue a refund no longer requires the "Edit Customer" permission. These actions can be performed solely with the "Perform Charge" or "Initiate Refund" permissions.
Improved
We have launched a new product documentation site at docs.invoiced.com!
Fixed
The buttons included in emails did not render correctly in Outlook 365 on Mac
September 24, 2021
Fixed
The Intacct integration will override the payment method on a payment from Intacct with "Other" if the cash amount is $0.
Fixed
Addresses did not format correctly when the country name was used in the street.
Fixed
The "Discounts Given" report could include non-discount subtotal lines in the report.
Fixed
The QuickBooks Online integration did not correctly handle credit balance payments which were voided.
Fixed
The dashboard would calculate the KPIs at different times per user. The KPIs are now calculated once per day for all users.
September 17, 2021
Fixed
When using a browser translation plugin dates would be incorrectly translated. Now they are excluded from translated.
Fixed
The QuickBooks Online integration could not sync customers with an emoji in the customer name.
Fixed
Unexpected bounce notifications could show up in an email thread if the latest email in the thread had an invalid message ID.
September 10, 2021
Improved
The Intacct credit application syncing feature now syncs credit applications in realtime. It will also sync payments with cash received and credits applied as a single payment instead of separate transactions.
Fixed
Credit application in the Intacct integration stopped working after Intacct's R3 release due to an unexpected change in the data model. The Intacct integration now supports the new data format and credit applications will sync once more.
Fixed
Creating a credit balance adjustment through the application caused a permission error.
Fixed
The ability to create an item inline when drafting an invoice was not available if there were no items.
September 3, 2021
Added
The Intacct integration can now import PDFs from Order Entry Invoice and Return transactions. The new "Import PDFs" option in the integration settings can enable this feature.
Added
The QuickBooks Online integration now updates the invoice PDF from QuickBooks when an invoice update is synced. The integration can also retrieve the credit memo PDF from QuickBooks.
Improved
The Xero integration now updates the invoice PDF from Xero when an invoice update is synced.
Improved
When searching for list items, including items, plans, coupons, and tax rates, the search term will only apply to the name and ID. Previously the search would apply to every field often resulting in less accurate results.
Fixed
The Intacct integration could not sync A/R Adjustments that had an empty Adjustment Number field.
Fixed
The Intacct integration would void the wrong payment after a reversal on an invoice with multiple payments for the same amount.
Fixed
The attachment file upload did not allow uploading .XLS files.
Fixed
The cardholder name was not passed to the payment gateway on sign up pages that asked for a billing address.
August 27, 2021
Improved
The datepicker now has shortcuts to quickly jump to other months and years.
Fixed
The Receive Payment screen would truncate the payment amount when a currency was used with more than 2 decimal places.
Fixed
Payers in the customer portal could click the back button to re-submit a new payment for the same invoices. This was possible if the original payment was ACH with a pending status.
Fixed
The labeling of the message after requesting a sign in link in the customer portal was incorrect.
Fixed
The Earth Class Mail integration missed check payments which were extracted more than a day after they were initially entered.
Fixed
The QuickBooks Online integration did not sync invoices with tax inclusive pricing correctly.
Fixed
The Xero integration did not update contacts when the corresponding customer on Invoiced was updated.
August 20, 2021
Fixed
Subscription cancellations are now synced to Salesforce.
Fixed
The Failed Charge report excluded some failed charges that occurred on the start or end date of the selected date range.
August 13, 2021
Added
Major: New reports available: Discounts Given, Customer Portal Adoption, Estimate Summary, Invoiced Active Users, Not Billed Yet, Promise-to-Pays, Sales by Plan, and Task Productivity
Improved
Bad Debt: Added transaction-level detail grouped by customer, including write off date and amount. Removed filtering on invoice custom fields and other group by options.
Improved
Communications: Shows total incoming emails. Added detail about emails, letters, and text messages sent per agent.
Improved
Credit Summary: Renamed to Credit Balance Summary. Added customer-level detail about credits added to credit balances, applied to invoices, and current credit balances.
Improved
Invoice Summary: Renamed to Sales Summary. Removed group by age option. No longer includes draft invoices (moved to Not Billed Yet report).
Improved
Payment Summary: No longer includes refunds (moved to Refunds report). Has new sections for payments received and payments applied.
Improved
Payment Statistics: It's graphical! Figures are rendered in charts instead of tables. No longer shows includes credit applications.
Improved
Sales by Item: This report now only shows sales which have an item attached. A new Sales by Plan report shows sales using plans. Sales Summary will show total sales regardless of item or plan attached.
Fixed
The datepicker was broken when the Google Translate plugin was used to translate the page to a different language.
August 6, 2021
Added
We have added A/R Aging Detail and Installment Aging Detail reports alongside the existing aging reports.
Improved
The Reports page has been redesigned to reduce the number of clicks to generate a report and see at a glance all available reports. A search bar allows you to more quickly find the report you need.
Improved
The Report Viewer has been redesigned to improve readability. The CSV and PDF files that reports can generate have been refined as well.
Fixed
The QuickBooks Online integration would produce an error when syncing a payment with 2 credit notes which exceeded the invoice balance.
Fixed
The A/R Inbox was unable to display conversations with more than 100 emails.
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