We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...
Copy Across 'Your Ref:' field from recurring invoice to live invoice
Hi, We run our membership directory business using the recurring invoices feature so that an invoice for the membership renewals are automatically created every year. However, when the invoice is created by the system it removes this and leaves th...
I would like to know if there is any chance to add the PAY ONLINE button on QUOTES. I would like to give my customers who sent a Quote this option, if they agree the price and T&C, to pay online straightaway from the Quotes. After payment I co...
Option to convert Quotations to Sales Orders as well as Sales Invoices
It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...
Part Exchange statement report linking invoices and purchases for certain customers and suppliers.
Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...
We have added our bank details to our invoices, which most customers want, but the bank details also come up on quotes, purchase orders, etc which doesn't look very professional. Bank details should only be invoices. I have asked you to look into ...
We have some customers that we invoice monthly by DD. However, we sometimes do additional work that the customers will pay via BACS. When this happens, I have to go to the customer record and change the pdf theme for the invoice. And afterwards ch...
Set Up A Direct Debit Linked To A Customer’s Credit Card
At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...