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Grow Your Business Finances

Microsoft 365 Invoicing Could Be the Small Business Tool You Need

Microsoft 365 Invoicing
Microsoft Invoicing shares that cross-platform religion at the center of the company, as it works on Windows, the web, Android, and iOS. / Credit: Microsoft

Getting paid on time is often one of the pain points for any business. Tracking who owes you money, following up on unpaid invoices, and ensuring that everything balances out correctly is critical for keeping the ship sailing smoothly. 

Not one to leave any software solution alone, Microsoft is the latest to jump in with its own tool as part of the recent rollout of services in Microsoft 365 and Office 365.

Microsoft Invoicing is part of the company's business suite targeted at both SMBs and enterprise business. It's another piece of the initiative for getting Microsoft services at the seat of the business experience, with Office, Windows 10 and mobile services as the key tools.

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Invoicing is one of those universal trials for businesses. Vendors often have their own formatting requirements and someone or a full team must devote themselves to staying on top of the money flow.

Microsoft Invoicing has a light and modern approach, integrating seamlessly with solutions such as PayPal and QuickBooks and allows users to accept and process payments online. In addition to helping users create and send PDF invoices on the go, Microsoft Invoicing has a built-in workflow (for tracking estimates, invoices, payments received, etc.) that's easy to use, even on mobile devices.

The mobile home screen for Microsoft Invoicing shows a useful at-a-glance view that breaks down the dollar amount invoiced by current year and current month. It also displays the total payment amount for outstanding and overdue invoices as well as the number of estimates and invoice drafts currently out. From the home Microsoft Invoicing screen, users can drill down and see who the overdue invoice offenders are, how far overdue they are and how much money they owe. Plus, since this app integrates with other Business Center apps, like the Outlook Customer Manager (a lightweight CRM product), it's easy to access client history, workflows, notes and communication in one place.

There are other web-based (and mobile-friendly) apps for invoicing, many of which are affordable, but the real value that Microsoft Invoicing brings to the table is integration with other broadly used Microsoft products. As Microsoft continues to build out the Business Center family of apps and unify things like product management, email marketing and mobile device management, features like Invoicing will become more and more valuable for SMBs. 

Microsoft Invoicing is part of the company's overall strategy to be the productivity hub for your business needs. This extends to features such as Microsoft Bookings and Slack competitor Microsoft Teams.

The invoicing software is available to subscribers with an Office 365 Business Premium and Microsoft 365 Business subscribers.

Derek Walter

Derek Walter is the founder of Walter Media, which offers writing and content strategy services. He is also the author of Learning MIT App Inventor: A Hands-On Guide to Building Your Own Android Apps.