Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
Default Time Period for transactions on the customer screen
There should be a way to change the default “Time Period” on the Transactions screen of the Customer Details page - or at least default it to something more sensible. I regularly go in there to find the last invoice we sent to a customer. But beca...
In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.
An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...
Update all customer information pages at once before clicking "update details" button
Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...
It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.
Abilityto remove the <company name> field or the <primary contact> from the invoice
My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...
Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
2
New
0
New
0
New
