Microsoft Invoicing

Microsoft Invoicing

Create & send PDF invoices to customers

4.4/5 (52 reviews)

Microsoft Invoicing Overview

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.

Pricing

Starting from
US$12,50/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United Kingdom, United States

Supported Languages

English

Microsoft Invoicing Reviews

Overall rating
4.4/5
90% positive reviews
29
Excellent
18
Very good
4
Average
1
Poor
0
Terrible
Verified Reviewer

User friendly invoice tool

Used Other for 1+ year
Reviewed on 2019/09/05
Review Source: Capterra

While there's a learning curve, it's worth the money if you're using the features and you have a need in your company. It's a reliable software and easier to use when you get over learning curve.

Pros

Features include integration with PayPal, payment tracking, data syncing, discount management, tax management, auto saves, itemizes listings. It’s a great feature that auto saves changes and discounts may be applied. Besides integrating with PayPal and QuickBooks, it synchronizes with office business center and it updates contacts and info. You are notified via email when new invoices are sent out.

Cons

There are so many features available and there's a learning curve to figure out how to use the tools to highest advantage. We used this in a past company I worked for and we had a small team so used basic features and didn't take full advantage of all features. I would research options and make decision if this is good for your company. There are other tools on the market that include this in an all in one package with other features.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Shannon B.

Professional Invoices Made Simple

Used Weekly for 1-5 months
Reviewed on 2019/09/05
Review Source: Capterra

I have enjoyed Microsoft Invoicing since I was familiar with Microsoft Office and is easy to use like most of the Office software and easy to get help in the software if needed.

Pros

It was easy to send a client a quote for work and then change it into an invoice. I can easily go into the program and see what invoices are still outstanding and which have been paid. It's easy to print or email invoices. I really like the overall simplicity of it all.

Cons

I had a difficult time at first with getting my logo and info to format exactly how I wanted it. I was able to figure it out, but it did take a few times.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend

8.0/10
Patrick L.

A Good Invoicing Software

Used Daily for 1+ year
Reviewed on 2019/04/30
Review Source: Capterra

An amazing invoicing software that helps traders to manage theor businesses.

Pros

Microsoft invoicing enables me to create invoices and manage my duties without much struggle. I prepare the invoices and send them via emails to our suppliers after delivering various products for our company. It integrates with other Microsoft product making the work more easier to the user.

Cons

It needs training for the new user to understand how everything works out.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Jeff H.

Microsoft invoicing

Used Daily for 2+ years
Reviewed on 2018/09/06
Review Source: Capterra

We are very happy to be able to invoice from anywhere and even on our mobile devices.

Pros

It allows all of my employees invoice from anywhere not just at the office.

Cons

We have not ran into any downsides with this software yet.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Amy S.

Easy to Navigate and use

Used Daily for 2+ years
Reviewed on 2018/12/19
Review Source: Capterra

Pros

It is very easy to navigate and use. Best invoicing app i have used yet.

Cons

haven't seen any cons yet. Everything seems to be very easy.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Microsoft Invoicing Pricing

Starting from
US$12,50/month
Pricing options
Free Trial
Subscription
Value for money

Microsoft Invoicing is available as part of Office 365 Business Premium subscriptions.

Microsoft Invoicing Features

  • Accounting Integration
  • Activity Dashboard
  • Billing & Invoicing
  • Electronic Payments
  • Invoice Management

  • API
  • Accounting Management
  • Automatic Notifications
  • Compliance Management
  • Customizable Reporting
  • Data Import/Export
  • Expense Tracking
  • Financial Analysis
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Receiving
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Microsoft Invoicing

Key features of Microsoft Invoicing

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

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.

  • Microsoft Invoicing FAQs

    Below are some frequently asked questions for Microsoft Invoicing.

    Q. What type of pricing plans does Microsoft Invoicing offer?

    Microsoft Invoicing offers the following pricing plans:

    Starting from: US$12,50/month

    Pricing model: Subscription

    Free Trial: Available

    Microsoft Invoicing is available as part of Office 365 Business Premium subscriptions.

    Q. What are the main features of Microsoft Invoicing?

    Microsoft Invoicing offers the following features:

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

    Q. Who are the typical users of Microsoft Invoicing?

    Microsoft Invoicing has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Microsoft Invoicing support?

    Microsoft Invoicing supports the following languages:

    English

    Q. What type of pricing plans does Microsoft Invoicing offer?

    Microsoft Invoicing has the following pricing plans:

    Subscription

    Q. Does Microsoft Invoicing support mobile devices?

    Microsoft Invoicing supports the following devices:

    Android, iPhone

    Q. What other apps does Microsoft Invoicing integrate with?

    Microsoft Invoicing integrates with the following applications:

    Office 365, Office 365, PayPal, QuickBooks, QuickBooks Online

    Q. What level of support does Microsoft Invoicing offer?

    Microsoft Invoicing offers the following support options:

    FAQs, Knowledge Base, Online Support