# AR Transactions (Invoices/Credits/Payments)

**URL:** https://community.striven.com/c/enhancement-requests-voting/ar-transactions-invoices-credits-payments/35.md?page=2

[Latest](https://community.striven.com/latest.md) · [Categories](https://community.striven.com/categories.md) · [Tags](https://community.striven.com/tags.md)

**Page:** 3

---

## [Allow audit logging of sent emails directly on invoices](https://community.striven.com/t/allow-audit-logging-of-sent-emails-directly-on-invoices/1501)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/allow-audit-logging-of-sent-emails-directly-on-invoices/1501 "2026-02-03T12:24:47Z")

</div>

Name of Feature/Request: Allow audit logging of sent emails directly on invoices What financial, time savings, or quality of life improvements will occur from this: Improve process for confirming if an invoice was alrea…

---

## [Alert Notification When Creating or Viewing Invoice When Open Credit Is Available To Apply Prior To Payment](https://community.striven.com/t/alert-notification-when-creating-or-viewing-invoice-when-open-credit-is-available-to-apply-prior-to-payment/1486)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/alert-notification-when-creating-or-viewing-invoice-when-open-credit-is-available-to-apply-prior-to-payment/1486 "2026-02-03T12:24:46Z")

</div>

Name of Feature/Request: Alert Notification When Creating or Viewing Invoice When Open Credit Is Available To Apply Prior To Payment What financial, time savings, or quality of life improvements will occur from this: I …

---

## [Alert for Customers does not have any credit terms or is due on receipt.](https://community.striven.com/t/alert-for-customers-does-not-have-any-credit-terms-or-is-due-on-receipt/1485)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/alert-for-customers-does-not-have-any-credit-terms-or-is-due-on-receipt/1485 "2026-02-03T12:24:46Z")

</div>

Name of Feature/Request: Alert for Customers does not have any credit terms or is due on receipt. What financial, time savings, or quality of life improvements will occur from this: Alert for Customers Without Payment T…

---

## [Adding Payment Method Merge Field To Invoices](https://community.striven.com/t/adding-payment-method-merge-field-to-invoices/1461)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/adding-payment-method-merge-field-to-invoices/1461 "2026-02-03T12:24:45Z")

</div>

Name of Feature/Request: Adding Payment Method Merge Field To Invoices What financial, time savings, or quality of life improvements will occur from this: To be able to add a payment method merge field to an invoice for…

---

## [Add the Ability to Filter Sales Order inventory by fulfillment date or Target Date](https://community.striven.com/t/add-the-ability-to-filter-sales-order-inventory-by-fulfillment-date-or-target-date/1420)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-the-ability-to-filter-sales-order-inventory-by-fulfillment-date-or-target-date/1420 "2026-02-03T12:24:43Z")

</div>

Name of Feature/Request: Add the Ability to Filter Sales Order inventory by fulfillment date or Target Date What financial, time savings, or quality of life improvements will occur from this: To be able to identify imme…

---

## [Add location field to Journal Entries](https://community.striven.com/t/add-location-field-to-journal-entries/1340)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-location-field-to-journal-entries/1340 "2026-02-03T12:24:40Z")

</div>

Name of Feature/Request: Add location field to Journal Entries What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - Any additio…

---

## [Add Discussion Templates to Invoice Discussions](https://community.striven.com/t/add-discussion-templates-to-invoice-discussions/1299)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-discussion-templates-to-invoice-discussions/1299 "2026-02-03T12:24:38Z")

</div>

Name of Feature/Request: Add Discussion Templates to Invoice Discussions What financial, time savings, or quality of life improvements will occur from this: To have discussion templates available for Invoice Discussions…

---

## [Add Contact Person to Invoice](https://community.striven.com/t/add-contact-person-to-invoice/1280)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-contact-person-to-invoice/1280 "2026-02-03T12:24:38Z")

</div>

Name of Feature/Request: Add Contact Person to Invoice What financial, time savings, or quality of life improvements will occur from this: To be able to select a Contact for Locations on a Customer account and have it a…

---

## [Add Clarification Message for Manual Payment Status](https://community.striven.com/t/add-clarification-message-for-manual-payment-status/1272)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-clarification-message-for-manual-payment-status/1272 "2026-02-03T12:24:37Z")

</div>

Name of Feature/Request: Add Clarification Message for Manual Payment Status What financial, time savings, or quality of life improvements will occur from this: To improve clarity for users by displaying a message that …

---

## [Add A Total Column To Show the Total QTY For All Item On Invoice](https://community.striven.com/t/add-a-total-column-to-show-the-total-qty-for-all-item-on-invoice/1227)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-a-total-column-to-show-the-total-qty-for-all-item-on-invoice/1227 "2026-02-03T12:24:36Z")

</div>

Name of Feature/Request: Add A Total Column To Show the Total QTY For All Item On Invoice What financial, time savings, or quality of life improvements will occur from this: To Add A Total Row That Will Show The Total Q…

---

## [Add a permission for Payments - Apply](https://community.striven.com/t/add-a-permission-for-payments-apply/1222)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-a-permission-for-payments-apply/1222 "2026-02-03T12:24:36Z")

</div>

Name of Feature/Request: Add a permission for Payments - Apply What financial, time savings, or quality of life improvements will occur from this: To Prevent Manually Applying Credit Card Payments To Invoices. | Frequen…

---

## [Add a button on the transaction review queue for "Mark as Reviewed and Send Email"](https://community.striven.com/t/add-a-button-on-the-transaction-review-queue-for-mark-as-reviewed-and-send-email/1207)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-a-button-on-the-transaction-review-queue-for-mark-as-reviewed-and-send-email/1207 "2026-02-03T12:24:35Z")

</div>

Name of Feature/Request: Add a button on the transaction review queue for “Mark as Reviewed and Send Email” What financial, time savings, or quality of life improvements will occur from this: Add a button on the transac…

---

## [Add 'PAYMENT CREATED BY' merge field to Payment Formats](https://community.striven.com/t/add-payment-created-by-merge-field-to-payment-formats/1194)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/add-payment-created-by-merge-field-to-payment-formats/1194 "2026-02-03T12:24:35Z")

</div>

Name of Feature/Request: Add ‘PAYMENT CREATED BY’ merge field to Payment Formats What financial, time savings, or quality of life improvements will occur from this: To have an option to add a “Created By”, " to Payment …

---

## [Ability to Set Credit Memos as Pending and show the item as an Incoming Inventory in the stock status report until the return item is received.](https://community.striven.com/t/ability-to-set-credit-memos-as-pending-and-show-the-item-as-an-incoming-inventory-in-the-stock-status-report-until-the-return-item-is-received/1154)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-set-credit-memos-as-pending-and-show-the-item-as-an-incoming-inventory-in-the-stock-status-report-until-the-return-item-is-received/1154 "2026-02-03T12:24:33Z")

</div>

Name of Feature/Request: Ability to Set Credit Memos as Pending and show the item as an Incoming Inventory in the stock status report until the return item is received. What financial, time savings, or quality of life i…

---

## [Ability To Review Progress Invoices Before They Are Automatically Sent](https://community.striven.com/t/ability-to-review-progress-invoices-before-they-are-automatically-sent/1131)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-review-progress-invoices-before-they-are-automatically-sent/1131 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability To Review Progress Invoices Before They Are Automatically Sent What financial, time savings, or quality of life improvements will occur from this: To have the ability to review Progress …

---

## [Ability to restrict creation of duplicate invoice numbers](https://community.striven.com/t/ability-to-restrict-creation-of-duplicate-invoice-numbers/1128)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-restrict-creation-of-duplicate-invoice-numbers/1128 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability to restrict creation of duplicate invoice numbers What financial, time savings, or quality of life improvements will occur from this: Ability to restrict creation of duplicate invoice nu…

---

## [Ability To Restrict Auto Payment For Invoices That Were Created From Specific Sales Order Types](https://community.striven.com/t/ability-to-restrict-auto-payment-for-invoices-that-were-created-from-specific-sales-order-types/1127)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-restrict-auto-payment-for-invoices-that-were-created-from-specific-sales-order-types/1127 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability To Restrict Auto Payment For Invoices That Were Created From Specific Sales Order Types What financial, time savings, or quality of life improvements will occur from this: To have the ab…

---

## [Ability to resize all columns on displays](https://community.striven.com/t/ability-to-resize-all-columns-on-displays/1126)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-resize-all-columns-on-displays/1126 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability to resize all columns on displays What financial, time savings, or quality of life improvements will occur from this: To view full items or account names Things to Consider: When using H…

---

## [Ability to refund directly from striven](https://community.striven.com/t/ability-to-refund-directly-from-striven/1120)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-refund-directly-from-striven/1120 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability to refund directly from striven What financial, time savings, or quality of life improvements will occur from this: The ability to automatically connect the refund in striven to the actu…

---

## [Ability to refund a card through Authorize.net](https://community.striven.com/t/ability-to-refund-a-card-through-authorize-net/1119)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-refund-a-card-through-authorize-net/1119 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability to refund a card through Authorize.net What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - An…

---

## [Ability to quickly email Importsed Invoices](https://community.striven.com/t/ability-to-quickly-email-importsed-invoices/1116)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-quickly-email-importsed-invoices/1116 "2026-02-03T12:24:32Z")

</div>

Name of Feature/Request: Ability to quickly email Importsed Invoices What financial, time savings, or quality of life improvements will occur from this: TBD Attempted Solutions So Far: None Listed Digging deep - Any a…

---

## [Ability to Customize Auto-Population of Payment Notifications in Customer AR Settings](https://community.striven.com/t/ability-to-customize-auto-population-of-payment-notifications-in-customer-ar-settings/1034)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-customize-auto-population-of-payment-notifications-in-customer-ar-settings/1034 "2026-02-03T12:24:28Z")

</div>

Name of Feature/Request: Ability to Customize Auto-Population of Payment Notifications in Customer AR Settings What financial, time savings, or quality of life improvements will occur from this: To provide a setting in …

---

## [Ability to create payment terms that would include the day of the month](https://community.striven.com/t/ability-to-create-payment-terms-that-would-include-the-day-of-the-month/1030)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-create-payment-terms-that-would-include-the-day-of-the-month/1030 "2026-02-03T12:24:28Z")

</div>

Name of Feature/Request: Ability to create payment terms that would include the day of the month What financial, time savings, or quality of life improvements will occur from this: Ability to create payment terms that w…

---

## [Ability to create invoice from transactions list](https://community.striven.com/t/ability-to-create-invoice-from-transactions-list/1029)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-create-invoice-from-transactions-list/1029 "2026-02-03T12:24:28Z")

</div>

Name of Feature/Request: Ability to create invoice from transactions list What financial, time savings, or quality of life improvements will occur from this: Ability to create invoice from transactions listLet Pat know …

---

## [Ability to Create a Single "Payment Request" for Multiple Invoices](https://community.striven.com/t/ability-to-create-a-single-payment-request-for-multiple-invoices/1027)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-create-a-single-payment-request-for-multiple-invoices/1027 "2026-02-03T12:24:28Z")

</div>

Name of Feature/Request: Ability to Create a Single “Payment Request” for Multiple Invoices What financial, time savings, or quality of life improvements will occur from this: Make it possible to send customers one paym…

---

## [ABILITY TO CHANGE MONEY APPLIED DATE](https://community.striven.com/t/ability-to-change-money-applied-date/1015)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-change-money-applied-date/1015 "2026-02-03T12:24:27Z")

</div>

Name of Feature/Request: ABILITY TO CHANGE MONEY APPLIED DATE What financial, time savings, or quality of life improvements will occur from this: /Topic?: They want to be able to edit the date applied to match the creat…

---

## [Ability to apply open credits in same window while receiving payments for AR](https://community.striven.com/t/ability-to-apply-open-credits-in-same-window-while-receiving-payments-for-ar/1008)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-apply-open-credits-in-same-window-while-receiving-payments-for-ar/1008 "2026-02-03T12:24:27Z")

</div>

Name of Feature/Request: Ability to apply open credits in same window while receiving payments for AR What financial, time savings, or quality of life improvements will occur from this: ability to apply credits in the s…

---

## [Ability To Add PO # To Invoice Without Creating An Estimate](https://community.striven.com/t/ability-to-add-po-to-invoice-without-creating-an-estimate/998)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-add-po-to-invoice-without-creating-an-estimate/998 "2026-02-03T12:24:27Z")

</div>

Name of Feature/Request: Ability To Add PO # To Invoice Without Creating An Estimate What financial, time savings, or quality of life improvements will occur from this: Ability To Add Purchase Order Number To A Purchase…

---

## [Ability to add Custom Sections to Invoices](https://community.striven.com/t/ability-to-add-custom-sections-to-invoices/988)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/ability-to-add-custom-sections-to-invoices/988 "2026-02-03T12:24:26Z")

</div>

Name of Feature/Request: Ability to add Custom Sections to Invoices What financial, time savings, or quality of life improvements will occur from this: The ability to create Custom Fields for Invoices that allow the use…

---

## [A tool to recognize deferred revenue balances against the correct customer](https://community.striven.com/t/a-tool-to-recognize-deferred-revenue-balances-against-the-correct-customer/967)

<div class="topic-metadata">

**Author:** [@StrivenAdmin](https://community.striven.com/u/StrivenAdmin)\
**Replies:** 0\
**Last updated:** [February 3, 2026, 12:24pm UTC](https://community.striven.com/t/a-tool-to-recognize-deferred-revenue-balances-against-the-correct-customer/967 "2026-02-03T12:24:26Z")

</div>

Name of Feature/Request: A tool to recognize deferred revenue balances against the correct customer What financial, time savings, or quality of life improvements will occur from this: We currently do not have a way to h…

[Previous page](https://community.striven.com/c/enhancement-requests-voting/ar-transactions-invoices-credits-payments/35.md?page=1)

[Next page](https://community.striven.com/c/enhancement-requests-voting/ar-transactions-invoices-credits-payments/35.md?page=3)
