Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.
When putting in something to search, if I'm not logged on, Kashflow goes to the logon screen but then loses the search parameter. Could the search parameter be carried through with log in please? It's quite normal on most apps / websites.
I find that the biggest thing that lets Kashflow down is its inability to link with other useful platforms. An integration with Woo Commerce would make life a lot easier.
A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.
Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients.
After all we are selling YOUR product and are the first poi...
Option to add our company bank details to customer statements
Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.
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Acknowledged
