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Microsoft Invoicing

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  1. 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".

    30 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add notes field per line item

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

    29 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create PowerShell cmdlets to manage invoice PDFs

    Hi,
    I think there should exist some cmdlets for us to automate the invoice download using PowerShell.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Use the date format from settings

    The date on invoices is in US format - MM/DD/YY - even though I have my location correctly set as UK. I think is a bug rather than a feature but it needs to be fixed as customers are given a date which can have an impact on when they pay.

    20 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

    13 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Identification of cancelled invoices on printed invoices

    Although on the invoicing list shows the status of the invoice as cancelled, when printing the invoices there is no clear identification showing that the invoice was cancelled.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow option to add late fee percent if not paid

    Would be great to allow a late fee (e.g. 1.5%) to the invoice when payment is not received. Then we can manually resend the invoice with the updated amount each term (e.g. NET 30). It might be best to not have it automatically do this because we may forget to mention that we received payment by check in the mail...

    Or can this all be done manually? I imagine there would need to be enough flexibility with the invoice document to include a late fee and a new date...

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. multiple notes to contact in outlook customer manager

    Bring back multiple notes feature to Outlook customer manager

    6 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    22 votes
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    7 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Need to be able to disable VAT entirely

    There is no option to disable VAT.

    As a non-VAT registered business, my invoices technically shouldn't make any mention of VAT, and setting it to 0% is technically wrong.

    Invoicing even puts an (empty) "VAT Registration No" at the bottom of every invoice with no way to turn it off.

    Please make VAT optional so it can be turned off and businesses who aren't VAT registered can use Invoicing efficiently.

    10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 23 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow Ink Editor on Microsoft Word for Macbook Pro (Non Touch)?

    The Ink Editor feature for MS Word is only available for the touch tablets or IPADs. I think this feature should be allowed on MS Word installations so that we can use this great feature by connecting the laptops with WACOM like tablets.
    I am using MacBook Pro and I find Draw tab (Ink Editor) missing and also I am using the WACOM tablet also. This feature powers Trainers like me to have a webinar with clients, using the power of MS Office tools. Otherwise it;s frustrating to switch tabs and sometimes things go out of context.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow discount description.

    On the discount line there needs to be an option of listing the reason for the discount.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your suggestion! Just for clarification, do you mean space for an extra description next to the discount, or a separate line below or above?

  14. Allow Microsoft Invoicing for Indian Customers

    We have a strong interest in taking your service for our businesses in India. Requesting you to allow the use of this app for Indian users.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Notification of Price Increases

    Notify users of any planned increase of price via email.

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. Invoice Companies as well as individuals

    Although we are a small business, virtually all our clients are major corporates - the fact that we cannot add the Company name to the Contact and Invoice is a major weakness. Until this is resolved and the issue of BACS payment details is sorted we will not be able to use Invoicing

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Send Invoice from a Shared Mailbox

    Instead of sending invoices from a user account, I would like to send from a shared mailbox so that I can scale my accounts receivable team up as necessary. This is also important as our "billing" shared mailbox is an important part of our communication branding for B2B clients.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to change line item fields.

    The ability to change the heading and/or meaning of each column in line items.

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Sorry for the delay in getting back to you, but thank you for your suggestion!
    You’re not the first to ask for this, and we’re still thinking about adding it in a later update if interest increases.

  20. Creating user groups for inovicing

    Invoicing allows for the creation of users but not a way to group them or manage them under an umbrella. It would be nice to be able to group users together and apply templates, settings, etc. for those users.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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