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Halyard

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  1. Two-way Xero sync

    Our accountant lives in Xero. Right now we export invoices as CSV and import them, and payments recorded in Xero never come back to Halyard. We’d love a proper two-way sync: invoices and credit…

    In progress Pinned Integrations 2 comments
  2. 167

    Usage-based billing

    We sell API access and our customers pay per 1,000 calls. Today we export usage from our database every month, work out the totals in a spreadsheet and add them to invoices by hand. It would save us…

    Shipped Billing 4 comments

  3. Dark mode

    I do month-end close late in the evening and the white dashboard is blinding. A dark theme that follows the system setting would be lovely.

    Planned 3 comments

  4. Invoices in several currencies

    We bill customers in EUR, GBP and CHF. Today we need a separate Halyard workspace for each currency, which makes reporting painful. Ideal: pick the currency per customer, convert to our reporting…

    Planned Invoices 0 comments

  5. QuickBooks Online integration

    Same as the Xero request, for QuickBooks Online. Most of our US customers use it.

    Under review Integrations 1 comment
  6. 73

    Let customers update their card themselves

    When a card expires, we email the customer, they email us the new details (!), and we type them in. Customers should be able to do this from a link in the reminder email.

    Shipped Customer portal 0 comments

  7. Custom dunning schedules

    The three fixed reminders (3, 7 and 14 days) don’t suit everyone. We’d like to choose the days, the wording, and whether to pause the subscription after the last one.

    In progress Billing 0 comments

  8. Sign in with security keys

    We already require two-factor authentication. Our security team would like hardware keys and passkeys (WebAuthn) to be allowed, and ideally required for admins.

    Planned 1 comment
  9. 45

    Export reports to CSV and Excel

    Every report should have an export button. Our finance team does the rest in Excel.

    Shipped Reporting 0 comments
  10. 41

    Native mobile app

    An iPhone and Android app to check revenue and approve refunds on the go.

    Closed 1 comment

  11. Slack alerts for failed payments

    A message in a Slack channel when a payment fails or a customer churns, so the account owner can reach out the same day.

    Under review Integrations 0 comments

  12. SAML single sign-on

    We manage everyone through Okta. SAML SSO (and SCIM provisioning, if possible) is required by our IT policy for anything holding customer data.

    Under review 0 comments

  13. Edit several invoices at once

    Select 20 draft invoices and change the due date or add a note to all of them.

    Under review Invoices 0 comments

  14. A dashboard for webhook deliveries

    When a webhook fails we only find out from our own logs. A page listing recent deliveries, their responses, and a Retry button would help a lot.

    In progress API and webhooks 0 comments

  15. Revenue recognition reports

    Deferred revenue and recognised revenue per month, for annual plans paid up front.

    Under review Reporting 0 comments

  16. Preview proration before changing a plan

    Before I upgrade a customer mid-cycle, show me the exact amount they’ll be charged or credited.

    Under review Billing 0 comments