Microsoft Invoicing

Disclaimer: This forum is provided by UserVoice, a third party product that helps Microsoft collect user ideas and suggestions. Please see the terms and conditions and privacy statements provided by UserVoice if you have any questions.

How can we improve Microsoft Invoicing?

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Allow For Automated Scheduling of Invoice Sends

    A feature where you automate the sending of invoices to customers based on a calendar date would be great.

    To have real usefulness, this feature would have to be paired with the ability to send updated invoices which include current balance and payments registered after initial invoice send (please see my other idea @ https://office365.uservoice.com/forums/600781-microsoft-invoicing/suggestions/31951579-enable-invoice-updating-and-reissuing-to-include-r )

    Some invoices are paid over a period of time e.g. $10k invoice is to be paid in 4 monthly installments of $2,500.

    25 votes
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      Signed in as (Sign out)

      We’ll send you updates on this idea

      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Allow invoice number to be changed

      I would like to use this service but I haven't been able to find a way to edit the invoice number assigned to the invoice meaning that my test invoice starts at 1. However this is not a new business so I already have invoices up to a certain number so would need to be able to change the invoice number to reflect that. I also have some regular clients who I have assigned a range of invoice numbers to which means my invoices aren't always sequential so I would need to be able to edit the invoice number for…

      22 votes
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        Signed in as (Sign out)

        We’ll send you updates on this idea

        in the plans  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
      • Allow for Deleting a Cancelled Invoice

        Cancelled Invoice stay forever right now. There should be an option to delete. Also cancelled invoice appear in the Dashboard along with all other invoices which doesn't make sense.

        16 votes
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          Signed in as (Sign out)

          We’ll send you updates on this idea

          3 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Enable Invoice Updating and Reissuing to Include Registered Payments

          Right now you can register payments received after initial invoice send, but you cannot issue an updated invoice reflecting the balance owed after accounting for said payments.

          This seems like it would be basic functionality in an invoicing system: The ability to generate on-demand invoices reflecting the current balance of account and any payments made to date.

          13 votes
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            Signed in as (Sign out)

            We’ll send you updates on this idea

            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • 11 votes
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              Signed in as (Sign out)

              We’ll send you updates on this idea

              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • Add Payment Term NET 30 DAYS

              I was trying to use the service, but the Term most used with my customers are Net 30 Days but is not available. When I try to update or type the value in the box, the system produces an error message and not allow to continue. Net 30 Days is the payment term most used in my industry. Thanks!

              10 votes
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                Signed in as (Sign out)

                We’ll send you updates on this idea

                1 comment  ·  Flag idea as inappropriate…  ·  Admin →
              • More information to be added to template

                Have the ability to add a greater volume of information to the template and being able to remove lines such as the "make cheques payable".

                9 votes
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  Signed in as (Sign out)

                  We’ll send you updates on this idea

                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • Allow me access

                  When I try to sign in I get a message that this application is only for office 365 but I have this at business premium level so why cant I get in?

                  8 votes
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    Signed in as (Sign out)

                    We’ll send you updates on this idea

                    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
                  • Allow unit price to be excl. VAT

                    Unit price is shown inclusive of VAT but invoice should have ability to show prices exclusive too. Column in sent invoice for unit price doesn't indicate that price is inclusive. Simple solution is for unit price to be exclusive and Line Amount is inclusive.
                    More flexible solution is to have option to show unit and line item as inclusive or exclusive and ensure column header indicates incl. or excl.

                    7 votes
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      Signed in as (Sign out)

                      We’ll send you updates on this idea

                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Payment by Cheque

                      The template includes a line "please make cheques payable to"
                      My business doesn't accept cheques so can this be removed?

                      7 votes
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        Signed in as (Sign out)

                        We’ll send you updates on this idea

                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • A section for BACS details for bank transfer payments

                        I really want to use MS Invoicing but without this feature it's pointless.

                        All our clients pay via bank transfer and to not be able to put these on the invoice makes it unusable

                        6 votes
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          Signed in as (Sign out)

                          We’ll send you updates on this idea

                          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                        • Create Stable Version for Firefox

                          I am only able to access Invoicing on Chrome.

                          My primary browser, Firefox, does not completely load screens.

                          6 votes
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            Signed in as (Sign out)

                            We’ll send you updates on this idea

                            try this instead  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                          • Allow changing the units off of per hour!!

                            Right now there is a units column that you cannot choose to see until you send the invoice. When you send the invoice, it adds a units column and automatically says per "Hour" -- which is not how we invoice! This appears to be a bug in that there is no way to remove or edit the column, and we have to write a note saying essentially, "Sorry, Microsoft doesn't let us change this units column, so please disregard the part about "per hour"!!

                            6 votes
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              Signed in as (Sign out)

                              We’ll send you updates on this idea

                              in the plans  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Allow for disabling of VAT options

                              I am not a VAT registered business and, as such, I do not need my invoices cluttered with VAT (indeed, it makes them technically wrong as I have to mark everything as zero-rated to get the numbers right, even though that isn't quite accurate).

                              I recognise that for many larger businesses VAT is a legal requirement, but maybe this feature could be added with suitable disclaimers to warn unsuspecting users.

                              5 votes
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                Signed in as (Sign out)

                                We’ll send you updates on this idea

                                4 comments  ·  Flag idea as inappropriate…  ·  Admin →

                                Sorry for the delay in getting back to you on this! We will consider adding support for non-VAT registered businesses. In the meanwhile, please contact your accountant to make sure you’re VAT exempt and they might advise about the feasibility of mark your service as zero rated in the app.

                              • Allow different currencies

                                It would be good to be able to choose the invoice currency when creating an invoice. As Invoicing uses PayPal as its payment mechanism and PayPal is built to handle any currency, this shouldn't be too difficult to implement. Without this feature, we can only use Invoicing for domestic business, which greatly reduces its usefulness.

                                5 votes
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  Signed in as (Sign out)

                                  We’ll send you updates on this idea

                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                                  Thank you for your feedback! We’re thinking about supporting multiple currencies, but for the time being, you can only invoice your customers in your own currency. However, they can then pay PayPal in their own currency, so you can have customers outside your own country.

                                • Add notes field per line item

                                  Add a free from field that allows end user to enter in additional information about the item.

                                  5 votes
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    Signed in as (Sign out)

                                    We’ll send you updates on this idea

                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Email account not working

                                    Why would my business 365 email account not work ?

                                    5 votes
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      Signed in as (Sign out)

                                      We’ll send you updates on this idea

                                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Support modern authentication

                                      My Office 365 account and my Microsoft account use the same email. This is normally not an issue with any other app, I simply get the modern authentication prompt and specify which account I want to use. Microsoft invoicing instead just ignores that and tells me I can’t login with my personal account.

                                      5 votes
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        Signed in as (Sign out)

                                        We’ll send you updates on this idea

                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →

                                        Thank you for your feedback! You’re right that Microsoft Invoicing has a dependency on your Office 365 work or school account, and that you cannot log in with your personal account. But you have a good point about the experience, so we’ll take a look at what we can do to make it easier for you going forward.

                                      • PSTN Consumption Invoices

                                        Please, make available the PSTN expenses/consumption invoice in the Office 365 admin Portal. There is not an easy way to get the invoice from PSTN charges made with credit card. The invoice is needed to accomplish tax regulation in UK and other countries.

                                        4 votes
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          Signed in as (Sign out)

                                          We’ll send you updates on this idea

                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • I can't get Invoicing to send emails from a Shared Mailbox

                                          I am trying to configure Invoicing to send email from an Exchange Shared Mailbox in Office 365.

                                          In Invoicing settings:

                                          Email Account Type: Office 365

                                          Email: <the shared mailbox address>, "mailbox@my-o365-tenant-domain.com"

                                          Password: <the mailbox password>

                                          Invoicing error:

                                          The SMTP server requires a secure connection or the client was not authenticated... client was not authenticated to send anonymous mail during MAIL FROM.

                                          How can I authenticate Invoicing to send from a shared mailbox?

                                          4 votes
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            Signed in as (Sign out)

                                            We’ll send you updates on this idea

                                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                          ← Previous 1 3 4 5
                                          • Don't see your idea?

                                          Microsoft Invoicing

                                          Feedback and Knowledge Base