Feedback by UserVoice

How can we improve Microsoft Invoicing?

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

5 votes
Sign in
(thinking…)
Sign in with: Facebook Google
Signed in as (Sign out)

We’ll send you updates on this idea

Hesham Rabaa shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
tell us more  ·  Office 365 Small Business Team responded  · 

Thank you for your suggestion! Just for clarification, is the description of the job just a description, or an order number from your customer?

2 comments

Sign in
(thinking…)
Sign in with: Facebook Google
Signed in as (Sign out)
Submitting...
An error occurred while saving the comment
  • Ryan Shaw commented  ·   ·  Flag as inappropriate

    I am in the exact same situation as Hesham below. This feature is a deal breaker. I may discontinue use of this system because of this feature.

  • Hesham Rabaa commented  ·   ·  Flag as inappropriate

    its more of a title rather than a reference number. I'm an electrical contractor and send multiple invoices to the same customers for works at the same location (they get billed weekly). Its not always clear from the invoice details where the job was. At the moment, i have to add the location of the works in the notes section. When i look through the invoices, i would like to be able to see a name so i can quickly identify what site/job the invoice relates too, rather than having to try to remember what date it was invoiced and open the invoice to check if it is for the job i'm looking for.

    On my old system i had an invoice number eg. 20170065 and then a reference field e.g University Arms Hotel Cambridge. I could search for all invoices with the same reference and find all the invoices for that job

Feedback and Knowledge Base