Go through and enter these details as required. To get things setup click on the ‘Set up your information’ link as shown below.įrom the setup menu you can upload your company logo, Address, VAT number. The Invoicing app is available from the main Office 365 page or from the app menu in the top left corner.Īlong the top are the quick menu links to Invoices, Estimates, Customers and your Price list for services or products that you sell. Hopefully you can start using it within your small business and possibly even save yourself some money or just look more professional to your customers. Lets take a quick look at how to setup Office 365 Invoicing and have a quick tour of its functionality. Best of all its included in the Office 365 Business Premium license subscription so you no longer have to purchase another service to do basic estimates and invoicing! Its a very capable invoicing system for small businesses has many of the features of well established accounting packages such as Quickbooks and Zero. Microsoft Office 365 Invoicing has been out for a while now but is still under utilised and surprisingly so.
How to Setup Office 365 Invoicing and Quick Overview
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