To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments
Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...
Send a remind letter to cover all customer invoices
You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.
I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Allow customers to be sorted by date added and not only alphabetically
I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
Allow contact details to be separate from customer account name
At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)
2
Will not implement
0
Acknowledged
