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
On Invoice template - Company no. should go under VAT no. not as a footer
It would look better on the invoice if the Company no. could go near the VAT No. it would lok neater. Large companies do do accept invoices with a company no on invoice
Within an existing repeat invoice, the ability to add, for one invoice only, an additional item/charge.At the moment I have to add all ad-hoc work done during the month to the "repeat" invoice, then after the run date remember to remove all the ad...
I provide professional services and don't have any requirement for QTY. Having the option to disable the QUANTITY FIELD altogether, would be useful for a lot of PROFESSIONAL SERVICE COMPANYS I imagine
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
I want to be able to create a ‘Payment Receipt’
If you go to ‘Settings’ under ‘Configurations Settings’ select ‘Email Templates’. Select +Create. I want to be able to create a ‘Payment Receipt’ template to attach a PAID Invoice which I would send to my clients for their records.You will note it...
default sort order on purchases and invoices by creation date
I constantly have to double click on the invoice/purchase date to get the most recent to the top when viewing customers/suppliers. It would be ideal to be able to default that search order.
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.
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