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Microsoft Invoicing

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  1. 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…

    48 votes
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    in the plans  ·  6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Include in Office 365 business essentials

    Would be awesome if Invoicing was made available to Business Essentials subscriptions as well.

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

    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.

  3. enter bank detail for BACS payments

    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
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow invoices to be saved without sending

    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
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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?

  5. create rules for applying discounts automatically

    Set up rules that apply discounts automatically to invoice based on dates and customer details (consumer type for eg.)

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

    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.

  6. Integrate invoide with flow

    Enable flow to do things like creation of estimates and draft or send invoices as a flow from other events.

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

    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.

  7. 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 →
  8. 2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please consider releasing to the rest of us soon.

    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
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  10. 10 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    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?

  11. Allow Integration with Xero

    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
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. Silo User Views With Permissions Based on Mail-Enabled Security Groups

    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
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    59 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    try this instead  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    35 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?

  17. 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?

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

    Hi there,
    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!

  18. Cant login if you have personal and busines

    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 software

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Payment by Cheque

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

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

    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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