Send a remind letter to cover all customer invoices
You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go
It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement.
I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or monthly ...
Allow customers to be sorted by date added and not only alphabetically
I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.
The ability to be able to do a mass update on current customers, by using the customer code, and updating field details already on the system. At the minute this isn't allowed as it would be duplicated.
Allow contact details to be separate from customer account name
At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)
Facility to add payment options to Customer Statement
If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement
Aggregate the 'Notes' into a single view on the Overview page to show recent activity
If other customers do as we do and include details of correspondence with clients in the ‘Notes’ section attached to each invoice, it would be useful to be able to see an aggregated view of all ‘Notes’ in reverse chronological order on the Overvie...
It would be great to be able to merge two customer accounts - at the moment, the only way around this is to either manually assign invoices from one account to the other or manually exporting and importing the data again. Sometimes customers end u...