My Ideas: Customers

There is only an option to export 'customers' which only includes the first named contact. There needs to be an option to export the contacts along with customers too.

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...

Would be useful to be able to calculate and add late payment fees to invoices.

Please display more than 8 lines at a time when looking at the Purchases and Stats for a Supplier, or Invoices & Stats for a Customer . If the Supplier / Customer has 20 lines of transactions it would be so much easier to see them all on the...

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.

Would be useful to confirm appointments, thanks for custom, seasonal messages, news broadcasts or anything you want to inform customers or suppliers about.

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...

see my request (#378733) due to a timed out hours of work had to be redone

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...