42min
Release Notes

Each week we share what is new on Invoiced, including new features, bug fixes, and improvements.
January 27, 2023
Fixed
NetSuite integration v4.1.1: Fixes syncing when a non-default date format is used and better handles project syncing with advanced projects disabled.
Improved
You can now see when KPIs on the dashboard were last generated by hovering over the number.
January 20, 2023
Fixed
Bad debt written off with a credit note was not correctly categorized on the Reconciliation report.
Fixed
Subscription Billing: When resuming a paused subscription, the billing period dates could become out of sync with the subscription.
Added
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.
Added
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.
Improved
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
Fixed
QuickBooks Desktop integration: Syncing a modified payment resulted in a sync error.
January 6, 2023
Fixed
NetSuite integration: Fixed payments not syncing when jobs are used.
Fixed
NetSuite integration: Fixed an issue with some records being skipped during a sync.
Added
NetSuite integration: More sync errors are reported to Invoiced and visible/retryable on the Accounting Sync page.
December 16, 2022
Improved
Customer chasing emails now attach an Open Item statement instead of each invoice when a customer has more than 100 open invoices.
Fixed
The subscription recurring total preview now correctly factors in discounts when calculating estimated sales tax.
Fixed
The first/last value functions in report builder did not produce the expected result when used with the sale reporting object.
December 9, 2022
Added
The invoice spreadsheet import tool now allows specifying early payment discounts.
Fixed
Filtering subscriptions by a plan produced zero results.
Fixed
Custom field filters did not work when used with the installment aging reports.
December 2, 2022
Fixed
Intacct integration: Certain invoice update operations could cause the parent customer to be cleared.
November 25, 2022
Fixed
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.
Added
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.
November 18, 2022
Fixed
When a letter and email invoice chasing step were scheduled for the same day, the letter step would be skipped.
Fixed
Intacct integration: When a customer update was synced, the secondary email address was ignored.
November 11, 2022
Fixed
Resuming a paused subscription and changing the next bill date did not produce the correct set of invoices after the subscription was resumed.
Fixed
Intacct integration: Only the first 1,000 line items and first 1,000 subtotal lines would be synced.
Fixed
Sending an invoice PDF with certain characters in the invoice number would fail.
October 28, 2022
Fixed
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.
October 21, 2022
Improved
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
Fixed a compatibility issue when using Gmail's SMTP relay server as a custom SMTP gateway.
October 14, 2022
Fixed
Fixed an issue preventing certain characters from displaying correctly in the customer portal.
Fixed
Xero integration: convenience fee invoices would be synced into Invoiced as new invoices when they should have been ignored.
Added
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.
Fixed
Invoice chasing would sometimes send a duplicate email when there was a large number of invoices scheduled to be chased. 
October 7, 2022
Improved
It is no longer required to specify an Auth Mode when setting up a custom SMTP gateway.
Improved
Late fees now calculate based on the current invoice balance instead of the original total.
Added
Invoiced Payments: You can now change your payout frequency and payout bank account in the Invoiced Payments settings.
Fixed
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.
Improved
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.
September 16, 2022
Improved
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.
Improved
ACH payments now permit bank account numbers with up to 17 digits.
Fixed
Uploading file attachments with a "+" in the filename was broken.
Fixed
Custom PDF templates could be rendered differently when sent through an automated email trigger.
September 2, 2022
Fixed
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.
August 27, 2022
Fixed
Intacct integration: Sync errors were not being persisted between syncs in some cases.
Fixed
NetSuite integration: Applying credit notes to invoices did not sync the payment to Invoiced correctly.
Fixed
The date range filter did not correctly work on the transactions list.
Added
Report Builder: Subscription addons have been added as a supported reporting object.
August 12, 2022
Fixed
Spreadsheet imports now work consistently when there are accidental spaces in a record identifier, like an invoice number.
Fixed
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.
August 5, 2022
Added
There is a new notification available for when a new check is received in your check lockbox.
Improved
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.
Fixed
Invoiced Payments: Attempting to save a valid credit card produced a validation error.
July 29, 2022
Fixed
When sales tax was removed from an invoice in the accounting system, the sales tax was not removed on Invoiced.
July 22, 2022
Added
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.
Fixed
NetSuite Integration v3.2.4:
- Fixed mapping issue when assigning transaction to the job (project) fro the accounts with disabled SRP (Advanced projects)
July 15, 2022
Fixed
Using aging functions on the created at field in the report builder would fail.
July 8, 2022
Added
Intacct integration: Dimensions can now be set on A/R Adjustment line items created from credit notes.
Added
The new Chasing Activity report helps you analyze the effectiveness of your chasing setup and identify opportunities for improvement.
Fixed
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.
Fixed
Netsuite v3.2.3: Fixed payment date - now it uses transaction date when syncing data from invoiced to NetSuite
July 1, 2022
Added
Scheduled Reports allows you to schedule any saved report to automatically generate weekly or monthly and email the result to you.
Improved
Report Builder: New fields and data types have been added.
Fixed
The start date setting of the accounting integrations no longer considers time of day when filtering transactions.
Added
Netsuite v3.2.2: added support of voiding invoices/credit notes
June 17, 2022
Improved
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.
Fixed
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.
June 10, 2022
Added
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.
Added
Receipt PDFs now display the convenience fee amount when there was a convenience fee collected with the payment.
Added
Report Builder: New contains / does not contain filters have been added to filter data that partially matches a value.
Improved
When using the Receive Payment shortcut on the invoices list, the invoice will be loaded to obtain the latest balance.
Fixed
A validation error will now be generated when applying payments to documents that have a different currency instead of an internal server error.
Fixed
NetSuite v3.2.1 Release
- Fixed bug with creation of parent objects. Do not sync to Invoiced button is respected when creating payments
Fixed
It was not possible to save the invoice reminder email template in some configurations.
June 3, 2022
Fixed
It was not possible to send an email to some contacts with Thai letters in their name.
Fixed
The welcome screen would appear on the Dashboard page when a currency was previously selected that was removed from the account.
Fixed
Line item custom field values did were not displayed on reports made in the report builder.
May 27, 2022
Added
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.
Fixed
QuickBooks Desktop integration: It was not possible to skip customer sync errors.
Improved
When duplicating a document the payment and currency values are inherited from the original document instead of the customer profile.
Fixed
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.
May 20, 2022
Fixed
Intacct integration: When the integration is unable to connect to Intacct, these errors now appear in the reconciliation errors list and can be retried.
Fixed
Credit notes issued from a proration when the issue subscription invoices as drafts setting was enabled were not created as drafts.
Fixed
The AutoPay failed notification email did not fire in some scenarios.
April 29, 2022
Fixed
Payments where a parent customer paid for a sub-customer's invoices did not correctly attribute the sub-customer on the payment line item.
Improved
ChartMogul integration: Proration line items are now classified as prorations instead of one-off line items.
Fixed
When applying credit notes to customers with thousands of open invoices, the invoice selection list was not loading.
Fixed
The customer merge feature would timeout on accounts with larger data sets.
Improved
Stripe integration: If a bank account is verified outside of Invoiced, its verification status will be updated when it is used for a payment.
Fixed
When an invalid chasing cadence assignment rule was used it could prevent creating new customers.
April 22, 2022
Fixed
Notes were not displayed in email threads with a large number of emails.
Fixed
Accounts with over 2,000 users were unable to load the user list.
Fixed
GoCardless integration: When there was a late payment failure the activity log reflected the wrong status transition.
April 15, 2022
Fixed
Links in payment receipt PDFs were not clickable.
Improved
Intacct integration: When foreign currency credit card payments are posted the "EFT" payment method is selected instead of "Credit Card"
Added
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
Fixed
Invoice taxes and discounts could be zeroed out when using the spreadsheet update invoice operation.
Fixed
Reports did not show output when results contained "<" or ">" characters.
Fixed
It was not possible to add file attachments to paid invoices.
April 8, 2022
Added
It is no longer possible to change your company's base currency after initial setup.
Added
Intacct Integration: Convenience Fee syncing. Go to your Intacct integration settings in order to enable this feature.
April 1, 2022
Fixed
AutoPay failure notice emails could have the wrong attempt number and next payment attempt date.
Fixed
It was not possible in non-US accounts to reference the "EFT" payment method in a spreadsheet import.
Fixed
Invoices scheduled for chasing on the same day with certain schedules resulted in some scheduled sends being skipped.
March 25, 2022
Added
Contact roles can now be set with the spreadsheet import tool and ERP Connect.
Fixed
Voiding a combined cash receipt and credit note application did not correctly remove the credit note application.
Fixed
Duplicating an invoice with a line item that references a plan that no longer exists was not rejected correctly.
Fixed
Applying the same credit note multiple times within a payment through the API did not correctly apply the credit note.
Fixed
Email threads with many messages now only load the most recent messages with a button to load more messages.
Fixed
Saving a custom email template would sometimes revert back to the original email template.
Fixed
Subscribers sometimes received a extra upcoming renewal notice email.
Improved
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.
March 11, 2022
Improved
GoCardless integration: The payment description, invoice ID, and customer number are now sent to GoCardless when initiating payments.
Fixed
QuickBooks Desktop integration: In multi-currency mode, the integration did not correctly load the currency list at the beginning of the sync.
Fixed
Email was not delivered to BCC recipients.
Fixed
GoCardless Integration: Late payment failures did not set the invoice status correctly.
Added
Customer Portal: You can now redirect customer portal visitors to your own sign in page instead of the Invoiced-hosted login page.
March 4, 2022
Fixed
Xero integration: When the draft invoice setting was enabled it was not possible for invoice updates to sync from Xero.
Added
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.
Fixed
It was not possible to re-apply certain payments in the web application.
Fixed
The top debtors list could display an account inaccurate account balance when there were multiple transactions with the same timestamp for the account.
Added
Refunds for the GoCardless payment gateway can now be issued through the Invoiced web application.
Added
There is a new notification setting that notifies you when a customer completes a sign up page.
Added
Payment Custom Fields
February 25, 2022
Fixed
When invoice chasing was enabled and in a particular state it would prevent payments made through the customer portal from being saved.
Added
There are 3 new fields in the invoice import tool: Chasing Cadence, Chasing Disabled, and Invoice Email Contacts
Improved
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.
Added
Intacct integration: You can now set the overpayment dimensions when payments are posted to Intacct by the Intacct integration.
February 18, 2021
Improved
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.
February 11, 2021
Fixed
Subscription Billing: When modifying subscriptions billed in arrears, an extra proration line item was generated.
Improved
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.
Improved
Webhooks no longer have a limit on payload size.
Fixed
View statement links could be sent to customers that expired sooner than expected.
Fixed
Using the update operation in the invoice spreadsheet import tool would overwrite the line items of the invoice.
February 4, 2021
Improved
QuickBooks Desktop integration: Reduces instances of "Could not start QuickBooks" errors when auto run is used in a multi-file environment.
Improved
QuickBooks Online integration: There is now a separate setting for enabling the post convenience fee data flow.
January 28, 2022
Fixed
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.
Added
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.
Fixed
If an estimate was converted to an invoice before the deposit was paid then the payment could not be reconciled.
January 21, 2022
Added
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.
Improved
You can no longer delete a payment gateway that is actively assigned to a customer.
Fixed
Intacct integration: reading payments from Intacct with bill to contact customer mode did not work.
Fixed
Rolling back a payment import did not completely clean up the data created by the import run.
Fixed
Slack notification rules did not load correctly for users that adopted the new notification system.
Added
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.
Improved
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.
Improved
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.
Fixed
QuickBooks Online integration: The label of the shipping line item is now more friendly.
Added
There is a new notification setting available to be notified when an AutoPay payment succeeds.
January 7, 2022
Added
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.
Added
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.
Improved
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.
Fixed
The View Statement and Login buttons on the emails showed the link behind the button.
Fixed
Intacct Integration: BL01001973 error when creating customers on Intacct no longer happens.
Fixed
Sign up pages did not calculate the total when a required subscription addon without a quantity was used.
Improved
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.
December 24, 2021
Fixed
Viewing emails in the Outlook web version did not render correctly when the Link Preview feature was enabled.
December 17, 2021
Added
You can now view accounting sync errors from the detail screen by clicking "View Details" in the Sync Status tab. The error message will be shown with the ability to retry or ignore the error.
Fixed
Invoiced Payments: adding additional Invoiced Payments accounts in a multi-entity setup would produce an access token revoked error.
Fixed
QuickBooks Online and Xero integrations: the time of day on dates was not set in the company timezone.
December 10, 2021
Added
We have a major new update to the email notification feature for you and your internal users:
- Adjustable notification frequencies per activity: Instant, Daily, or Weekly
- Many new notification activities are available
- In-app notifications list to complement the email notifications
- Company-wide notification administration tools
- Manage Notifications role permission that blocks certain users from modifying their notification settings
- Customer watching to reduce notifications to only accounts you care about
- In order to upgrade the new version must be enabled in the notification settings
Fixed
Intacct integration: Fixed various bugs when using the Intacct v2 integration with a bill to contact customer source.
Fixed
An updated event was not created in the activity log when a custom field value went from null to a non-null value.
Fixed
It was not possible to connect a new Slack account.
Fixed
The cents would be rounded off of the available credits when a chasing notice was sent for an account with open credit notes.
Improved
The customer detail screen now shows when a subscription is scheduled to be canceled at the end of the billing period.
December 3, 2021
Added
The new Accounting Sync Errors action item shows when there are reconciliation errors to be resolved.
Improved
The spreadsheet import tool now recognizes different boolean values beyond 1 and 0, such as Yes/No and True/False.
Fixed
When a payment is modified that does not change the payment application then it will not result in an event in the activity log.
Fixed
Intacct Integration: Payment plans synced from Intacct had the wrong due date if the payment plan spanned multiple calendar years.
Improved
Xero Integration: A new major version of the Xero integration was released. You can enable it in the Xero integration settings. The new integration adds these capabilities (and more):
- Data is read from Xero once per hour or when you click Sync Now
- Data is written to Xero in real-time
- The settings have been overhauled with control over individual data flows and more granular account mapping
- Sync errors can be retried or ignored individually
- The new version syncs customers, contacts, credit notes, invoices, batch payments, payments, and convenience fees
Fixed
The Assign Sign Up Page action was mistakenly hidden.
Improved
The Compact, Simple, Minimal, and Modern themes now utilize your company's accent color for an invoice that better matches your company branding.
Improved
When creating an invoice through the app, the AutoPay payment date will now respect the customer and global AutoPay payment delay settings.
Added
You can now enable, disable, and show different payment instructions based on the payer's country.
November 19, 2021
Fixed
Intacct Integration: Using a custom mapping to the "send" field with a checkbox custom field did not save the correct value.
Fixed
Sales tax would be duplicated on the credit note when writing off an invoice with automatic sales tax calculation enabled.
November 12, 2021
Improved
Subscription Billing:
- The date preview is no longer present on the create subscription page for the first 2 invoices because it could be inaccurate with certain combinations of billing modes.
- It is no longer possible to use calendar billing in combination with plans having an interval count greater than one, for example quarterly billing.
November 5, 2021
Fixed
Unnecessary *.updated events were created in the activity log when no data was changed.
Fixed
QuickBooks Online integration: Data changes that occurred during a long-running sync might be missed.
Fixed
QuickBooks Desktop integration: Payments from Invoiced could be missed by the sync on a new installation.
October 29, 2021
Fixed
Salesforce integration v2.7: fixed email syncing for companies with 50,000 or more emails.
Added
Messages in the A/R Inbox now show the user that sent the message.
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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