When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Enter SKU For Product Lookup In Pro-Forma Invoices
Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.
It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Is there any way I could get a COL Class and Header for Project Name so that I can show it in line items on invoices and quotes in a custom template? Or is there a workaround for this please?
Kind regards
John Laker
Add frequently used buttons (add invoice, add purchase etc) along top bar so always available
Hi Would it be possible to add some frequently used buttons along the top line? For example create invoice, create purchase? I find it time consuming to go click back two steps after creating an item in order to create another.I realise that not e...
The ability to automate the sending of invoices via email
I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...
Having moved from Sage where I had a chance to enter batch purchase and sales invoice, I think it's a feature that Kashflow should add as it is time saving.