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Tom

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My feedback

  1. Integration with Outlook Customer Manager

    30 votes
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    3 comments  ·  Microsoft Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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    Tom commented  · 

    Please integrate Microsoft Invoicing with Outlook Customer Manager (or create a Flow template). When an estimate or invoice is sent, ideally, a new deal will be recorded in Customer manager. This would be a great way to bring the apps together. Integration is key.

    Tom supported this idea  · 

  2. Allow for Deleting a Cancelled Invoice

    66 votes
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    21 comments  ·  Microsoft Invoicing  ·  Flag idea as inappropriate…  ·  Admin →
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    Tom commented  · 

    Dashboard is a mess due to test invoices. I would like to be able to remove these as I don;t want to see the test invoices anymore. Please add this feature.

    Tom supported this idea  · 

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