My Ideas: Customers

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agr...

Can I set up a message on a customer, saying that we need an order number before an invoice can be processed?

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?

There needs to be the ability to easily edit the existing Customer Statements to tailor to our requirements e.g. "company name" is not always relevant depending on the type of customer, "purchase order" is irrelevant for some types of industry, ad...

Is there away you can put Archived customers into a separate list so we can still access them if needed, I need to download a separate list but cant so this would make life easier so we can still find them easily.

I have a credit note on a customer file which I wanted to use against an invoice dated later than the credit note. However, Kashflow does not allow this. It is not unlikely that a credit would be raised for a customer to use against future invoice...

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?

In our company we create our customer invoices on a Manufacturing IT package and then post the invoices on to Kashflow our accounts package, I accidently post and invoice under the wrong customer, it did not come to light until after I had submit ...

To add a basic CRM function to each customer account with 2 or 3 recall dates to be able to nte when to call for another order, or aequipment service. And then those recalls to appear on main page as a short report each day/week/month