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Microsoft Invoicing

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How can we improve Microsoft Invoicing?

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  1. Invoice Companies as well as individuals

    Although we are a small business, virtually all our clients are major corporates - the fact that we cannot add the Company name to the Contact and Invoice is a major weakness. Until this is resolved and the issue of BACS payment details is sorted we will not be able to use Invoicing

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Send Invoice from a Shared Mailbox

    Instead of sending invoices from a user account, I would like to send from a shared mailbox so that I can scale my accounts receivable team up as necessary. This is also important as our "billing" shared mailbox is an important part of our communication branding for B2B clients.

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. allow invoices to be sent to custom email address

    Hi,

    please allow sending the invoices to other email addresses than the admins. e.g. accounting@tennantdomain.com. Usually the admins are tech people and they are not working in accounting.

    Thanks!

    5 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

  6. 4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. put the date format as UK - invoicing is useless unless this is fixed.

    Please make it possible to put the invoice date as UK - as we'd like to use this but can't if it is a USA date form.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Edge browser unable to print background graphics

    While all other browsers are able to print background graphics, Edge is lacking this simple feature. Main reason for this request is: We created a spfx Sharepoint webpart to export lists in a nice template. If we want to print this html export from Edge then the colors and background are gone. Therefore we use Chrome because Edge lacks this option. Seems like a quick win for the Edge browser to support this!

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow option to add late fee percent if not paid

    Would be great to allow a late fee (e.g. 1.5%) to the invoice when payment is not received. Then we can manually resend the invoice with the updated amount each term (e.g. NET 30). It might be best to not have it automatically do this because we may forget to mention that we received payment by check in the mail...

    Or can this all be done manually? I imagine there would need to be enough flexibility with the invoice document to include a late fee and a new date...

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. multiple notes to contact in outlook customer manager

    Bring back multiple notes feature to Outlook customer manager

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow copying an Invoice

    Allow us to copy an invoice that has been sent, paid, or cancelled.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

  16. direct debit

    Possible to have direct debit as a type of payment

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow for a custom template

    I want to be able to adjust what the customer sees when receiving an invoice. Allow for an esthetical change. Also, allow for the proper categories for the specific business

    3 votes
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  18. Microsoft should not increase non-profit prices dramatically and without notice

    We as a non-profit organisation recently received a greater than 50% increase in the price of our subscription without any notice.
    1) Microsoft should recognise that most non-profit organisations are focused on delivering their benefits and such a dramatic price increase has an impact on this
    2) As a very minimum there should be considerable (6 months?) notice of price increases, with the option to cancel subscriptions without penalty, so non-profit organisations can plan accordingly

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Let customers changes credit cards from different countries

    I have a business account with a credit card from Hong Kong. I want to shift to a credit card from Sweden. The only way I can do that is to end my account and start a new one. It may somehow be related to the users being in China, but I don't know. In any case it's a typical example of how a company's internal organization carries over to a customer, for whom there is no logic to this. I think Microsoft should figure out internally how to move accounts between accounting units in the company, and not bother…

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Able to use "Tab" in Microsoft Excel Online also in Microsoft Teams

    Be able to use Tab to navigate through Microsoft Excel Online and also Microsoft Teams.

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