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 every invoice.
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…48 votes
Would be awesome if Invoicing was made available to Business Essentials subscriptions as well.2 votes
Thank you for your feedback! Microsoft Invoicing is indeed currently available to customers who have an Office 365 Business Premium subscription. We do not currently plan to make the app available in other subscriptions.
Similar to the section you have for Paypal allow settings to include bank details so these get printed on invoices.
Similarly - instructions for cheques.2 votes
Thank you for your suggestion! We’ve added BACS payments to our list of things to consider for a later update, so stay tuned.
Invoice cannot be moved out of draft without sending email; for some clients I need to invoice differently but still track so would be useful to be able to save invoice out of draft state without sending an email and then use to track payments.10 votes
Sorry for the delay in getting back to you, but thank you for sharing your scenarios with us! We’re thinking about a possible solution for both scenarios, but specifically for your needs, would it be good enough if you could generate the PDF file on your computer and send that?
Set up rules that apply discounts automatically to invoice based on dates and customer details (consumer type for eg.)1 vote
Thank you for your feedback! We’ll add it to the list of things to consider for a future update, but right now we’re not sure if customer groups or similar are quite right for Microsoft Invoicing.
Enable flow to do things like creation of estimates and draft or send invoices as a flow from other events.4 votes
Thank you for your feedback! We’ve added it to the list of things to consider for a future update since workflows like the ones you describe are relevant to several businesses.
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
Thank you for that suggestion! We’ve added it to our list of things to investigate further for our European customers.
Do you mean attaching a file in addition to the invoice? You can do that in Business center but not on the phone today.
I have been monitoring this page hoping to see a release date or “hoped for” time frame but haven’t seen one. Any idea how much longer?37 votes
Thank you for your keen interest – we are working to expand our offering to other countries and regions and will share timelines as we get closer to those dates.
Cost per unit, cost per service,10 votes
Thank you for your feedback. We’ve added it to the list of things to consider for a future update, if there is a need for tracking cost. Microsoft Invoicing currently aims at making invoicing easy, and cost accounting is not really part of that story.
If you need to track your cost, you might want to try out Dynamics 365 instead, perhaps?
You have integration with Quickbooks. Integration with Xero would be nice as well. Xero and Office 365 already play pretty nice together. Thanks!14 votes
Thank you for your feedback. We’ve added it to the list of things to consider for future update.
Why would my business 365 email account not work ?7 votes
Are you still blocked from using your Office 365 mail account?
It would be useful to be able to silo user views based on permissions so that users view role-appropriate info.
Perhaps this can be accomplished with mail-enabled security groups and/or at a user-tenant level.
E.g. A user-tenant is able to generate new invoices and register payments, but not view customer totals.1 vote
Thank you for your feedback! You might want to sign up for a free trial of Microsoft Dynamics 365 – try it here: https://www.microsoft.com/en-us/dynamics365/financials
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 $2,500.59 votes
Thank you for your feedback! Based on your suggestion, we’re considering adding support for recurring invoiced if there is a general interest in the market.
I am only able to access Invoicing on Chrome.
My primary browser, Firefox, does not completely load screens.6 votes
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.35 votes
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?
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?10 votes
Microsoft Invoicing and the rest of Business Premium is still in preview to a limited number of users. We’ll be generally available soon, so stay tuned!
Unable to login to invoicing because i have both personal and business account on the same email address. Having the app use modern login would vastly improve this as the. I can choose my business account to operate this app. Unavailable to me and now i have to use third party software5 votes
Thank you for your feedback! You’re not the first to suggest this precise scenario, so we’re currently investigating what we can do to help.
Thank you for your feedback! You’re not the first to suggest this, so we’re currently investigating what we can do to help.
The template includes a line "please make cheques payable to"
My business doesn't accept cheques so can this be removed?9 votes
Thank you for your feedback! That is a valid point, but we don’t have an easy way in which to remove that line. We’re looking into a couple of options, so this will hopefully be avoided in an update later.
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