If you want a simple accounting system that can print invoices, then I recommend you take a look at Xero (http://www.xero.com). I chose Xero for my small business because I wanted an online accounting system which was easy to use (Microsoft doesn't offer
one). Xero offers an excellent set of options for generating invoices and allowing you to print them (from PDF) or email them directly to your customer (as a PDF attachment).
Xero has recently updated its invoice formatting features too: http://blog.xero.com/2010/12/design-your-own-invoices/
Hope this helps.
Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on
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Yeah, see, we're not looking for an accounting solution. We already have one in place that we use and don't have any desire to change. It just doesn't print invoices. Thats why I was looking to see if CRM would have invoicing support. We still need customer
record management so that is a plus if we get CRM to do invoicing as well.
I didn't realize one of the devs here has an MSDN subscription that includes using Dynamics CRM 4.0 for testing in a dev environment. He says we can use that to check and see if the feature we need is there. He's gonna set it up for me in the lab and I'll
go in today and see what it can do.
We are also wanting on on-premise solution. Currently, the outbound costs of Cloud Solutions for this will be too expensive at the moment (hopefully it's something we can afford in the future though).
Owner, Quilnet Solutions
