Feature Requests

I would like to add payments that were made previously on an invoice, it doesn't let me do that. I tried to add a line instead and have the payment as a negative amount (ie. -$100 for the deposit) and it won't let me do that either. Highly suggest to add both of those or I will switch to HoneyBook.

The capability to Enter a prospect/client into an automated email workflow (ex for follow-ups, onboarding, offboarding). Editing the workflow and emails and having the option for automatic opt-outs if the client responds to the email (especially for follow ups for prospects after discovery calls etc.) This would help streamline processes.

I keep a lot of documents in Google Drive and DropBox because that's how I share with clients. I'd really like the ability to take documents from Google Drive/Dropbox (or whatever people may use) and link them to Files so that I can create a view specifically for my client that's only the information they need. So far I tried uploading a google doc but it looks like I can't view it, only download.

It would be great to see Indy handle tax withholding/IRS payment submissions in the future.

I would like to able to create monthly and yearly income report- this should be a a basic feature. I will have to transfer to another platform once my yearly plan is over

I just cancelled for this month and want to get a refund but there is no place for me to leave a message so I leave a message here.

MFA is really a requirement and necessity these days.

Hasn't been working for a week ;-)

I would like to have the ability to make a follow up email to my client after sending a contract. Just like a reminder/trigger email that they haven't signed the contract yet after 1 week of sending it.

I'd like to connect Invoice to Wise to collect payment.