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.
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
Thank you for your feedback! You’re not the first to suggest this, so we’re currently investigating what we can do to help.
if customers want to add new fields within the invoices apart from the existing ones they should get an option to customize the option so that they can design the way they want.0 votes
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