Option to remove certain customers from overdue invoice notifications
At the moment you can set up automatic reminders to customers who have not paid their invoices.
Some of our customers don't need to be chased, or have bad debt etc. We need an 'opt in' button or similar so we can select who needs these reminders...
Only Include E-mail Address For 'Receives Invoices' When An Invoice Is Sent
If we have a client contact on KF, plus a separate contact on the same account, marked as 'Receives Invoices', we have to manually delete the 'Receives Invoices' e-mail address whenever sending quotes, or our clients accounts department will also ...
Margin Scheme VAT - 2nd hand goods, accounting desperately needed
Hi, As the making tax digital deadline is approaching the need to have Margin Scheme VAT functionality is becoming critical for those of us who trade 2nd hand goods. At present I move Margin Scheme invoices to 0% VAT and then manually calculate th...
Customer details saved in customer profile when creating an invoice
If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...
supply to customer but invoice to another address or person on sales invoice
I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company
Should be useful to be able to link customer database to allow different customers
Needs to show on invoice suppl...
Create a Delivery Note which can be converted to an Invoice
To create a Delivery Note without pricing when sending orders out, prior to issuing an invoice. The system could then allow the Delivery Note to be converted to an Invoice with relevant prices quoted.
Send estimate to customer and when convert to invoice it sends to their accounts dept, different email address
Some customers would like the estimate to go to one email address and when it converts to invoice they would like it to go to their accounts dept emails. So having the options for emails to go wherever you need them to go rather having to manually...
I would like there to be a feature whereby you can add a field on the customer profile so when you export the customer data you can search by different fields such as source/industry.
Create a customer status button to allow a customer to be labeled as a 'lead' rather than a customer when we haven't had any transactions with them
At present Kashflow only allows customer status to be either active (Kashflow default, no choice in this) or archived (which in Kashflow has limited effect / doesn't work very well) - in the real world we have different interactions with our 'cust...