My Ideas: Customers

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...

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

Hi - I think that it would be useful for an extra box in the profile, for job description ?

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.

To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added

It would be useful to be able to select automated credit control for specific customers. At the moment it's either all the customers or none.

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately