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Microsoft Invoicing

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  1. adding a reference field for invoicing

    It would be a nice idea to have a reference field for the invoices. One issue i have had from my clients when I have invoiced is that they are not always aware of what job the invoice relates to. Currently I am adding it into the customer notes section which appears at the bottom of the invoice which is not really ideal.

    Thank you

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

    33 votes
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    10 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your feedback! If we read it correctly, you’re asking for the ability to issue reminders to your customers that they still owe an outstanding amount. Is that correctly understood?

  3. 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?

  4. You have to be able to add text to line items to individually show what the variable line item is for. (I. E. Usage fee "John doe hire".)

    You have to be able to add text to line items to individually show what the variable line item is for. (I. E. Usage fee "John doe hire".)

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your suggestion! Just for clarification, I assume that you mean a separate field to store the more elaborate description, and not just more space in the current description field?
    Today, you can write descriptions of each line item as part of the description field, such as “Usage fee for having John around for an hour”. But if I understand you correctly, you have a need for something like “John’s services” and then “Lawn mowing” versus “Cleaning the roof”. Is that correctly understood? If so, you might want to create separate prices (lines) for “John cutting the lawn” and “John cleaning the roof” plus an entry for “Usage fee”. Would that make sense?

    Thanks!

  5. Help me get signed in!!!

    It would be more helpful if I could actually sign in

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    Hello, we’re sorry to hear that you’re having troubles signing in. to help us investigate this, can you share with us if you are trying to log in with a work or school account and not a personal email account?

  6. Email account not working

    Why would my business 365 email account not work ?

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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