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.
We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email a...
We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas
Within invoices and quotes an option to save to desktop button
Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Copy PDF Themes for multiple logo's to show for different sections in one business.
I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
Traceability of products sold to customers using barcode scanner on mobile phone
Hello Happy new year to you !! I would like to know that I can scan products to a customer's account? I would like the ability to trace products to specific customer accounts by using a bar code scanner. This would certainly help my business to be...
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