disable auto credit control for a specific customer invoice
When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...
I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...
In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...
I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...
I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...
I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis
I've found it extremely frustrating that you can enter wholesale prices but you can't purchase in wholesale only sell in wholesale! Could you please fix this?? I now have to add all the codes again with another cost!
Paypal is encouraging customers to convert to use Braintree Payments https://www.braintreepayments.com/ Kashflow needs to add an integration so the Braintree API similar to the Paypal integration so that transactions are imported into Kashflow
The unpaid invoices view is printed for Directors information on a regular basis and is useful for debt chasing too. The aged debtors report is too many pages to print and I should like to customise Invoices Unpaid view. On this view we have: Invo...
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