Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?
In Sales invoices under customer, allow users to change the Name field
In our company we create our customer invoices on a Manufacturing IT package and then post the invoices on to Kashflow our accounts package, I accidently post and invoice under the wrong customer, it did not come to light until after I had submit ...
To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month
I want a feature to change the default sales code for all existing customers, I have edited my sales codes and I want to change the default sales code for all existing customers not just new customers but its not possible.
Add customer Email and Telephone details to Invoice/Packing Slip.
We are an online retailer and manually book couriers frequently to send items to our customers. We book using the details on the packing slip (or delivery note as we call it). As we have to supply to the couriers the email and telephone numbers of...
Different primary email addresses for invoicing/statements
Within the customer area it would be useful to be able to record an email address for invoicing and a separate email address for sending statements which automatically inserts into the email template. Currently, i can only record one primary email...
The current system allows you to change the default code/product which will then set each subsequent new customer with that default...you can change the default code on a per customer- one by one basis but not globally. I would like to be able to ...
When you export customer details from KF, first name and surname fields are included.
When you try to import the data back to KF, there are no field to allow this!
Customer credit limits - notifications when limit is reached would help.
Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.
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