Display recipients email address on PDF theme Invoice
Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Add a trigger to enable Zapier to recognise a new invoice
I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...
When creating a new rule within the Bank Feed provide more criteria for transaction selection
Currently when creating a new rule in the Bank Feed area, I can only search for transactions by text. I would like to be able to search for transactions to create a rule using other criteria such as the Amount of the transactions being equal to or...
Because users might want to report on Expenses within a project and right now we have to key a full Purchase invoice in order to allocate a project to a purchase which takes much longer to key.
Some bank rules pages can become quite large. To speed up the page it would be helpful to know which rules are no longer being used so that they can be deleted.
When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
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