We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Storing of multiple shipping addresses for the same customer.
customers often require goods to be shipped to more than one delivery point but require invoices to be billed to the same HQ address.
Drop down menu of stored addresses on shipping address field.
The ability to send the relevant invoices with a customer statement by email
I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...
Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer
We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...
When creating a sales invoice it would be handy if we as the user could create the starting invoice number and Kashflow would carry on with the sequence. As the business started invoicing before using Kashflow our invoice numbers do not match Kash...
See assigned email template on Repeat Invoices Screen
We have nearly 400 repeat invoices set up, and have a over a dozen email templates to pick from depending on the nature of the repeat invoices. However, without entering each repeat invoice, there is no way to see which covering email will be used...
a method / facility where by it is possible to maintain a record of email sent to customers
When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.
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