Microsoft Invoicing

How can we improve 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.

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

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

        Thank you for your suggestions!
        We are considering enabling the users to select which is the starting number for their invoices.
        However, please be aware that most GAAP and tax laws require that invoices must be sequential, therefore editing the invoice number assigned by the system may lead to unwanted consequences.

      • 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.

        4 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.

          4 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.

          • 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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              0 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • You need to add a field for the service industry

              Cost per unit, cost per service,

              3 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?

              • Payment by Cheque

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

                3 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".

                  2 votes
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                  • 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!

                    2 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…

                      2 votes
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                        0 comments  ·  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.

                      • Add notes field per line item

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

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

                          1 vote
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                            0 comments  ·  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.

                          • Integrate invoide with flow

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

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

                                1 vote
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                                • 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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