Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…
CLAIRE ROMANS Oct 26, 13:37 BST Hi can we put a quote on the system as a total cost and then invoice part of it leaving a balance amount still on the quote until we invoice the full amount?
I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices.
But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...
In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...
On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices.
It now just shows the Total of all invoices but als...
My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...
I would suggest to add an option that allows suppliers to add a sample picture with every product that is added on Kashflow. it would be helpful for the customers as they could see what they ordered. Sometimes, the customer doesn't know in particu...
My current estimates using QuickBooks 2006 pro allows me to create an estimate with VAT but when I print to PDF it only shows Net value we have a footer saying All Prices are Excluding VAT.
The Vat is then added when estimate is converted to Invoi...
Would like to have the option of adding a read receipt for any invoices, quotes and statements emailed to customers. A few of our clients have asked for this.
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