Microsoft Invoicing

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  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
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      0 comments  ·  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
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        0 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
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          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
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            0 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
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              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
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                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
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                  0 comments  ·  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
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                    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.

                  • You need to add a field for the service industry

                    Cost per unit, cost per service,

                    4 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?

                    • 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!

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

                        4 votes
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                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                        • Make it available in the Netherlands

                          Please make Invoices available in the Netherlands. As I would like to use it, but it is not available.

                          3 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • tax number

                            I found your product interesting but unfortunately, it seems that we can't enter 2 differents tax numbers ; which is required on each invoice in Quebec, Canada.

                            3 votes
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                              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add to the Enterprise Offerings

                              This seems like a great product to add to the Enterprise offerings not just Business Premium

                              3 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • Managing expense items

                                I provide professional services. Some invoice items I can easily add using the hour, day or specific service structure. However I recharge expenses (travel and accommodation for example). This item will vary on every invoice. At the moment I can create an Expense item and manually change the value. This is okay except that I have to enter the price inclusive of VAT which is annoying. Is this is the best way to handle this item? Other than the VAT issue having an unpriced item that forces a manual value to be entered would ensure I didn't accidentally send out…

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

                                  Thank you for your feedback!
                                  We are considering adding the option of prices exclusive of VAT. You can create that Expense item and mark it as VAT = 0 and therefore VAT won’t be calculated in this item.
                                  Regarding the manual change of value, we don’t see any good alternative right now as the amount (e.g. travel and accommodation) will be different from one invoice to the other.

                                • Integrate invoide with flow

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

                                  3 votes
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                                    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Provide the ability to sort invoices on columns other than recipient

                                    Provide the ability to sort invoices on columns other than recipient by clicking on the column heading

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

                                        Hi there

                                        It would be really good if you could send an overdue reminder of an invoice.

                                        Thanks

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

                                          1 vote
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                                            3 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?

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