would it be possible to add a signature box on an invoice and quote, so that the customer can sign to except that they are happy to pay or except a quote
Allowing pop-up reminders when creating invoices/quotes
For example, we have a customer that lives in a remote area so when we make an invoice we would like to be prompted to add a "remote area shipping surcharge".
When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Enabling email addresses to be added to packing slip
When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...
Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Specific sales codes to be applied to a specific customer
It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...
Simplify invoicing with a dedicated section for payment details and notes
when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.
Have the customer Default Sales Code available when raising invoice from "Invoices" option
Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...
0
New
0
New
0
New
