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Microsoft Invoicing

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How can we improve Microsoft Invoicing?

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  1. Create PowerShell cmdlets to manage invoice PDFs

    Hi,
    I think there should exist some cmdlets for us to automate the invoice download using PowerShell.

    2 votes
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      0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Purchase Order Option should be added to track all processes of a buy/sellcycle

      You have options to 'Sell' items only, however this is not the full picture of what is required to make a sale. 3 steps should be included: Estimates - PURCHASE ORDERS - Invoice.
      Example: If I am buying an item from a supplier to fulfill an order for a client, I need to generate a Purchase Order after I receive the suppliers estimate. This tells them I want to buy the items on estimate. I will then sell these items to a client and generate an Invoice for payment. You should add a Purchasing Option so the entire purchasing/selling pipeline…

      2 votes
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      • Identification of cancelled invoices on printed invoices

        Although on the invoicing list shows the status of the invoice as cancelled, when printing the invoices there is no clear identification showing that the invoice was cancelled.

        2 votes
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        • 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...

          2 votes
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          • Allow discount description.

            On the discount line there needs to be an option of listing the reason for the discount.

            2 votes
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            • Invoice pricing from SharePoint, OneDrive: Excel

              When creating an invoice or estimate, it would be great if prices could be linked to an Office document such as Excel from SharePoint, OneDrive, or Excel. Maintaining a static list of prices is time intensive, and prone to error.

              2 votes
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              • TDS refund procedure

                There is no online help or documentation on how to get TDS Tax refund. We suggest to make it a standard procedure.

                Currently it is very cumbersome through your online support as they do not provide support for billing/invoicing for India. The Indian accounts support on telephone does not raise a ticket for TDS issues. Also there must be email/chat contact for India billing.

                2 votes
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                • 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

                  2 votes
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                  • Consolidate / aggregate each month's invoices into one

                    Each month we get multiple invoices, each of which has to be recorded in our accounting system, paid, reconciled and reported for VAT purposes. Please find a way of sending a single invoice each month with one line item per service, and taking one payment.

                    2 votes
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                    • Testing the feature for Testlio

                      Testing the feature for Testlio

                      2 votes
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                      • See a summary of monthly totals in invoicing app

                        See a summary of monthly totals in invoicing app

                        2 votes
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                        • Create a notification that tells people that if they change from CC payment to invoice payment, they can't switch back with out new sub.

                          When you change your payment method from CC to Invoice, it does not warn you that you will have to buy a completely new subscription if you want to change back. This can cause extreme problems for customers when it comes to the billing implications.

                          2 votes
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                          • Receive an email when Office365's password will expirate

                            When office365's password is being expirated, user doesn't receive an email few days before and his account is blocked after
                            This would be great to simply receive an email when Office365's password will expirate

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

                              Hi there

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

                              Thanks

                              2 votes
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                                0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                              • 2 votes
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                                • Help me get signed in!!!

                                  It would be more helpful if I could actually sign in

                                  2 votes
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                                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Include in Office 365 business essentials

                                    Would be awesome if Invoicing was made available to Business Essentials subscriptions as well.

                                    2 votes
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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.

                                      2 votes
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                                        1 comment  ·  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.

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