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Microsoft Invoicing
Microsoft Invoicing

Microsoft Invoicing

By Microsoft


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Highlights : About Microsoft Invoicing

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Monthly & yearly sales tracking

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Outstanding invoice tracking

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Pending payment tracking

About Microsoft Invoicing

Microsoft Invoicing is an online and mobile invoicing solution available as part of Microsoft Office 365 Business Premium subscriptions. Users can create and send PDF format invoices to customers, accept payments through PayPal, sync data with QuickBooks Online, track sales, and more. Microsoft Invoicing allows users to create custom-branded PDF estimates and invoices, and send these to customers by email. Users can add business logos, manage sales tax, and apply discounts to line items or entire invoices. Customers can pay invoices through PayPal, and users can track invoice statuses, mark invoices as paid, and view outstanding and overdue payments. Monthly and yearly sales are tracked, and integration with QuickBooks enables customer and catalog data sync. Accountants can also be notified automatically by email of new invoices sent out to customers.

Specifications

  24/7 Support
Yes
  Business Size
Mid-Market
  Deployments
Cloud
  Language Support
English
  Platforms

Product Details

Features

Estimate creation

Invoice creation

PayPal integration

Payment processing

Pending payment tracking

QuickBooks integration

Monthly & yearly sales tracking

Tax rate management

Discount management

Invoicing dashboard

Outstanding invoice tracking

Benefits

Customer details are synchronized between Microsoft Invoicing and the Office 365 business center, so that any time a new customer is created in the Invoicing dashboard, contacts are updated in the business center.

Changes made to invoices are saved automatically, ensuring that no changes are lost.

Discounts can be applied to invoices in two ways: percentage discounts can be set for specific line items, or users can apply an amount or percentage discount to the whole invoice.

Accountants can be notified automatically by email each time a new invoice is sent to a customer.

Microsoft Invoicing can be integrated with QuickBooks Online, enabling users to synchronize data with their accounting system.

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