Key Features of Microsoft Invoicing
- PDF invoices
- Itemized lists
- Activity feed
- Payment processing
- Data sync
- PayPal integration
- Estimate creation
- QuickBooks integration
- Monthly & yearly sales tracking
- Pending payment tracking
- Invoicing dashboard
- Discount management
- Invoice creation
- Tax rate management
- Outstanding invoice tracking
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.