Release Notes

This page contains release notes for Invoiced. Each week we will share what is new on Invoiced. The API changelog can be found here.

August 6, 2021

New features

  • 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.
  • The Report Viewer has been redesigned to improve readability. The CSV and PDF files that reports can generate have been refined as well.

Bug fixes

  • The QuickBooks Online integration would produce an error when syncing a payment with 2 credit notes which exceeded the invoice balance.

July 30, 2021

New features

  • Major You can now create variable priced plans by setting the plan pricing mode to "Custom". When adding that plan to a subscription you will be prompted to specify the price. This makes it easier to bill for subscriptions which each have a unique price point.
  • You can set a payment reference number when creating a promise-to-pay.
  • The data structure of the invoice.payment_expected webhook has changed to contain the full details of the promise-to-pay.
  • The "Next Payment Attempt" column in the invoices list has been split into "AutoPay Date" and "Expected Payment Date". You can adjust the displayed columns to hide or show these columns.
  • The customer portal has adopted the same set of icons as the dashboard recently did.

July 23, 2021

Bug fixes

  • When an API request was made with an empty request body the parameter validation was not performed.
  • Processing many AutoPay payments scheduled at the same time with a custom invoice template enabled could cause webhooks to not go out.
  • You can now apply payments to customers with more than 100 open invoices on the Receive Payment screen.

July 16, 2021

New features

  • Invoiced has an updated set of icons.
  • The QuickBooks Online integration now syncs the customer notes field when syncing customers from QuickBooks.
  • Netsuite v3.0.3 released. Added support of active/inactive customer state
  • Salesforce v2.4 released. Fixed bug with "View on invoiced" URL pointing to correct environment, and typo in "Enable Multi-Entity Support" label

Bug Fixes

  • The Intacct integration was not syncing customer country updates.
  • Viewing large item lists in the web application could cause the browser tab to crash due to an out of memory error.

July 9, 2021

New features

  • Major You can mark customers as inactive instead of permanently deleting the customer. Learn more here.
  • Major You can now create multiple late fee schedules and selectively apply late fee schedules to customers. Late fees can also be disabled for any invoice. Learn more here.
  • It is no longer possible to permanently delete customers with associated invoices, credit notes, estimates, or an active subscription. If you need to do this then you must first delete the transactions or make the customer inactive.
  • You can now modify line item custom fields in the invoice editor. Previously this was only possible with spreadsheet uploads, accounting integrations, or the API.

July 2, 2021

Bug fixes

  • Refunding card payments using the AffiniPay gateway was not working in some cases.

June 25, 2021

New features

  • Major You can now add or change the columns displayed on most table views in the application. Click the gear icon in the top-right of the table to customize the columns. This feature works with customers, invoices, estimates, credit notes, payments, subscriptions, and activities.
  • You can choose whether customer approval is required when creating or modifying payment plans that have AutoPay enabled.
  • The Intacct integration can now sync Order Entry Return transactions and the application of those returns to invoices.

Bug fixes

  • Refunding card payments in Moneris gateway was not working. Going forward refunds will work for card transactions, however, any previously initiated transactions must be refunded through the gateway instead of Invoiced.
  • Certain characters in the company name would look mangled when used in the subject line through a variable.
  • Clearing all test data in a sandbox account would not clear charges or refunds.
  • The top debtors list did not take into consideration open credit notes.
  • Applying a payment to a draft invoice will automatically issue the invoice.
  • Applying a draft credit note will automatically issue the credit note.
  • The field to change the payment method of a subscription was hidden in some scenarios.
  • When a pending ACH charge failed for a payment that was already voided then it could not be reconciled properly.
  • It is no longer possible to overpay invoices through applying a credit note.
  • The next run date for a chasing cadence would be one day behind when using the Day of Week setting.

June 18, 2021

New features

  • Major You can now switch from the legacy commenting system to A/R Inbox with the click of a button in SettingsEmails. Learn more here.
  • Email bounce notifications will now appear in email threads in the A/R Inbox. You can learn more here.
  • A voided invoice or credit note will now have a balance of 0 in the API. The balance of a voided transaction was already treated as zero elsewhere including the customer portal and reporting.
  • There are new Issue and Void quick actions when hovering over a row in the invoices, credit notes, or estimates list.
  • You can now invite users to your Invoiced account en masse with the new bulk invite tool. In SettingsTeam you can use the bulk invite tool by clicking on Bulk Add.
  • We no longer create transaction.* events when a payment is created AND there is no notification rule or webhook listening for the transaction event.

Bug fixes

  • The notification settings no longer display a separate event for "Transaction is created/updated/deleted". These types of notification rules should now consistently display as "Payment is created/updated/deleted".
  • Sending an email through the API will once again inherit the company BCC settings if the bcc parameter is not given.

June 11, 2021

New features

  • The Xero integration will now set the Reference field when creating invoices.
  • ERP Connect v1.3.0 brings the ability to upload invoice PDFs and secondary attachments to transactions.
  • The invoice list on the add a promise-to-pay page has columns for the invoice date, due date, and total.
  • There are 3 new reports available: Collection Notes, Failed Charges, and Refunds.

Bug fixes

  • The default payment receipt template had a syntax error when sending receipts through the application.
  • When changing a subscription from yearly to monthly billing, the billing period was not reset to the time of the change.
  • Renewing the contract of a subscription billed in arrears would skip a billing period.
  • A billed in arrears subscription would produce a different initial invoice date depending on whether there was a trial period.
  • The NetSuite v3 integration would not correctly sync payments that were applied to an unsynced invoice.

June 4, 2021

New features

  • You can now resume or pause chasing for customers through the spreadsheet import tool.

Bug fixes

  • Updating a credit memo previously synced to Invoiced from QuickBooks Desktop would fail with "Internal Server Error".
  • Syncing a credit memo from QuickBooks Desktop if the customer had no billing address could cause an "Internal Server Error".
  • The top debtors list was not sorted correctly.
  • When importing customers the long name of the state was not translated to the 2-digit code when the country was not given.
  • The response time of the list invoices API endpoint has been improved.
  • Payments synced from QuickBooks Online that were voided on Invoiced would cause the sync to reprocess already synced payments. This would result in repetitive payment updates.

May 28, 2021

New features

  • Major List pages now have a "Saved Filters" option to memorize the filters that you use and quickly recall them later. You can make shared filters private or shared with your team.
  • The payments list shows the payment instrument used (i.e. card brand and last 4) and the reference #. The customers page loads data from the payments list instead of payment applications list in order to display more accurate payment history.

Bug fixes

  • When saving records with boolean custom fields the default value is now false instead of empty.

May 21, 2021

New features

  • Major Invoiced Template Language is a templating language designed for the unique requirements of billing. It can be used to generate custom invoices, statements, emails, and text messages.
  • You can now include supporting file attachments when sending invoices through email. The new Attach secondary files setting must be enabled on the email template.
  • Users with customer restrictions can no longer see emails which are not associated with any customer.
  • There is a new Payment Plans page in the navigation that lets you see all payment plans on Invoiced, filter, and download the installment waterfall.
  • You can now view, modify, clone and delete text message templates in SettingsEmailsSMS Templates.
  • Letters can now be sent to any valid mailing address instead of only to the customer's billing address. On the Send Letter screen the customer's contact list is loaded to help you more quickly select a mailing address.
  • When adding shipping details to an invoice the customer's contact list is loaded to help you more quickly select a ship to address.
  • You can now filter the customer list for customers with an open balance.
  • The Activities page has new columns for customer contact information, open balance, and most recent note.
  • Notes can be created and edited inline on the page instead of on a separate screen.
  • You can now include third party sources in the customer portal by first adding the source to the content security policy in SettingsCustomer PortalCSP Trusted Sites.

Bug fixes

  • Generating an invoice through metered billing did not use the customer's currency.
  • The "Recent Emails" card would appear on the customer page when A/R Inbox was disabled.

May 14, 2021

New features

  • The users list has an added column for customer restrictions.
  • The session timeout length for single sign-on through SAML 2.0 has been increased.

Bug fixes

  • Payments updated on QuickBooks Online would not sync the update to Invoiced.
  • The users list would sometimes hang on the loading indicator.
  • The Intacct payment import tool could miss a payment when multiple payments were applied to the same invoice.
  • The Avalara integration would in some cases post sales invoices without the document code if the invoice number was not generated yet. The integration will now wait until the invoice number is generated before posting to Avalara.
  • When a customer without a payment method on file enrolled in AutoPay from the customer portal then their new payment method would be added but not marked as the default.

May 7, 2021

Bug fixes

  • The Stripe customer import tool could fail to complete an import with an internal server error.
  • The balance forward statement did not reflect overpayments correctly in the credit balance section.

April 30, 2021

New features

  • Major ERP Connect 1.2.0 was released. See details below.
  • New information was added to the periodic summary email adds new information, including personalized action items and additional KPIs that are present on the dashboard.
  • The Intacct integration will only perform one API operation at a time in order to reduce rate limiting errors.

Bug fixes

  • Reading invoices, credit memos and payments from QuickBooks Online did not respect the date range setting.
  • Invoices did not sync to ChartMogul if they had 0 line items.

ERP Connect new features

  • ERP Connect can now upload custom field data to Invoiced, including document and line item level custom fields.
  • There are now 15 types of data that can be uploaded to Invoiced via ERP Connect.
  • The interface of ERP Connect was refined in order to improve usability.

April 23, 2021

New features

  • The Inbox page has received a major design update that makes it easier to manage conversations with customers. The Inbox is now accessible from mobile devices as part of this update.

Bug fixes

  • Payments were not correctly filtered for users with customer restrictions.
  • Balance forward statements did not correctly represent account credits added from a credit note.
  • Users with customer restrictions that had no assigned customers did not have any restrictions placed on their searches.

April 16, 2021

New features

  • In the customer portal, customers are now able to add secondary payment methods without replacing the default payment method.
  • The Stripe customer import tool no longer modifies the Stripe customer in order to permit cross-account importing.

Bug fixes

  • The ChartMogul integration did not correctly sync discounts for one-time line items.
  • The Items API endpoints as described in the documentation were not working.
  • The payment plan onboarding email template was selected as the default when sending invoices after the payment plan had already been approved.

April 9, 2021

New features

  • Sending emails from the inbox will auto-assign the matching customer, if one exists.
  • The spreadsheet import tool can now import credit balance adjustments.
  • The email template editor now populates the variable list with custom fields.

Bug fixes

  • When sending emails, clearing the BCC field would use the default BCC list instead of no BCC recipients.
  • Filtering payments by amount in the API caused an invalid request error.
  • Changing the custom field value of a customer did not trigger a customer.updated event.
  • Sending a single text message to multiple contacts would use the first contact's name instead of changing the contact name with each recipient.

April 2, 2021

New features

  • If you use the Avalara integration then sign up pages will now display a live, accurate sales tax preview to the buyer.
  • We now support 8-digit BIN codes with credit card payments in advance of Visa's upcoming migration to 8-digit BIN.

Bug fixes

  • Some refunds would not be represented in the Payment Summary report.
  • The contact spreadsheet import tool did not correctly import email addresses.
  • Fixed a bug that could cause paid invoices imported from QuickBooks Online using the historical data import tool to show as open on Invoiced.
  • Tiered and volume pricing is now correctly reflected in the sign up page total preview.
  • Fixed an internal server error when approving estimates that collected an up-front deposit through PayPal.

Mar 26, 2021

New features

  • Major You can now specify the payment gateway used to process payments for specific customers. When creating or editing customers you can find these fields in the Options tab. You can also set this field using spreadsheet imports.
  • The QuickBooks Online historical data import tool can now bring in your Products and Services list.
  • IdP-Initiated Single Sign-On is now supported by the SAML 2.0 integration.
  • Payments imported using the spreadsheet import tool can now be partially and fully applied.
  • The Lob integration has a new Custom Envelope setting which allows you to send letters using a custom designed envelope from your Lob account.
  • Payment gateways that support ACH debits now have a configurable SEC code that will override the SEC code selected by Invoiced. This can be configured in SettingsPayment Gateways.
  • Added a Convenience Fees report to the list of available reports.
  • A new integration for the Chase Paymentech Orbital payment gateway is available.
  • The application will take you to your last visited selection of the Payments or Transactions page when clicking on the Payments tab.
  • The Create Reports permission is no longer required to view the Dashboard page, create exports, or merge customers.
  • Searching of custom fields has been significantly improved.
  • Added a Sync Now button to the Earth Class Mail integration in the integration settings.

Bug fixes

  • Fixed a bug that permitted contacts to be edited and deleted without the edit customer permission.
  • Significantly improved the load times (100x improvement) of the Dashboard page for high volume accounts.

Mar 19, 2021

New features

  • The ID field of coupons, items, plans, and tax rates uploaded through a spreadsheet will be auto-generated if not provided.

Bug fixes

  • The full credit note object was not available to line items in custom open item statement PDF templates.

Mar 12, 2021

New features

  • The payment pages in the customer portal have an updated look. No functionality was changed in this update.

    Pay Invoice with Credit Card

  • Creating a Promise-to-Pay through the customer portal has an added Payment Reference # field.
  • A failed charge event will appear in the History tab of the associated invoice.
  • When editing an invoice, credit note, or estimate in the web application, the date will be set to a time of day at 6am and due dates will have a time of day at 6pm, per your computer's clock.

Bug fixes

  • Creating a payment with an invalid customer ID produced an internal server error instead of an invalid request error.
  • Creating an invoice in the application would not always copy over custom field values from the customer.
  • A validation error is returned when trying to set an invalid parent customer.
  • Fixes a bug that could cause an email thread to be deleted if sending failed.
  • Using the QuickBooks Online initial import tool could generate an internal server error if payments only and import invoices as draft options were selected.

Mar 5, 2021

New features

  • QuickBooks Online initial import tool has a transaction date range option. Previously all transactions were imported.

Bug Fixes

  • Fixed a missing draft invoices setting in the QuickBooks Online integration settings.

Feb 26, 2021

New features

  • Major QuickBooks Online integration update. See details below.
  • Major Intacct integration syncs payments at payment level instead of line item level. Voiding payments on Invoiced will reverse the corresponding payment on Intacct.
  • Major Sub-customer transactions are included in Balance Forward and Open Item statements.
  • Major Credit notes can be applied in the customer portal if the Select Invoices to Pay setting is enabled. This setting is off by default and can be enabled in the customer portal settings.
  • Added a CSV export option to the Payments page.
  • The limit on the number of recipients in an email has been removed.
  • There is a new failed charge event in the activity log when payments are declined. You can turn on notifications for failed payments in the notification settings.
  • Estimate deposits can be paid using PayPal.
  • Partial refunds are no longer permitted on the same day that a credit card payment is processed. This is because most payment gateways will void the full amount instead of a partial refund. Instead a full refund can be issued or a partial refund can be issued on the following day.
  • The QuickBooks Desktop integration reads all invoices, paid or open.
  • Pending line items can be created using items that do not have a default price.

Bug fixes

  • Fixed a bug where QuickBooks Online custom fields had an inaccurate name.
  • Labels are now consistent on customer portal and PDF statement views.
  • Fixed a bug where the data type of object properties in webhook events was not consistent.
  • Fixed a bug that prevented approving estimates when AutoPay was enabled and the estimate had a deposit amount.
  • Subscription MRR value is now accurate when tax inclusive pricing is used.
  • When a subscription that has the same plan used for 3 or more subscription addons was modified it could produce an incorrect proration.
  • The Pay Now button is no longer shown in the customer portal if the amount owed will be collected by AutoPay.
  • Fixed a bug where payments applied to multiple invoices would sometimes sync to Intacct as multiple payments.
  • Early pay discounts on estimates would not be transferred to invoices generated from that estimate.
  • Fixed a bug where reconciliation report would not include some prior period payments in the opening balance.
  • Fixed a bug where transactions with the same date could have an out of order running balance value on account statements.
  • In the QuickBooks Desktop integration reading a payment would fail if it was applied to an invoice belonging to a job and an invoice belonging to the parent customer.
  • Fixed an object not found error in the QuickBooks Desktop integration when multiple A/R accounts are used.
  • Fixed the line item price sent to Xero when tax inclusive pricing is used.
  • Clicking the sort button in a table view now returns to the first page.
  • Filtering with boolean custom fields was not memorized correctly.
  • Fixed a bug that prevented some chasing legacy schedules from being edited.
  • Sign up pages that were created from the customer page did not appear in the settings unless refreshing the page.
  • Improved the error message shown when payments are declined using the Braintree payment gateway.

QuickBooks Online integration new features

  • QuickBooks Online integration supports reading credit notes. This must be enabled in the integration settings.
  • Data is read from QuickBooks Online hourly. Data is written to QuickBooks Online instantly.
  • With the new continuous syncing the list of recent syncs on the Accounting Sync page has been replaced with a list of current sync failures.
  • QuickBooks Online sync errors can be retried individually instead of re-syncing your entire account.
  • Convenience fees are synced to QuickBooks Online by creating an invoice with a single line item called "Convenience Fee".
  • The sub-customer/job hierarchy on QuickBooks Online is synced to Invoiced instead of creating a flat hierarchy.
  • The QuickBooks Online import tools have been consolidated into a single tool that allows customers, invoices, payments, and credit memos to be imported with one click.
  • Paid invoices can be imported from QuickBooks Online using the initial data import tool. Previously only open invoices could be imported.
  • Transactions voided on QuickBooks Online (invoices, payments, credit memos) now void the corresponding transaction on Invoiced.
  • Customer updates from QuickBooks Online are now synced to Invoiced even when there are no new invoices for that customer.