Customers

Print delivery address label from stored info in a customers profile. Should be possible to change font size to suit postage label or pallet label

Hello User MRP Is it possible to leave the United Kingdom field blank when issuing invoices with in the UK, you do not normally put United Kingdom on address when sending within the UK Perhaps there can be just a blank field on the drop down...

Hi there, I was looking for a way to download customer data for those customers who have quotes. When we finish a job we turn the quote into an invoice so the quote disappears from the list of quotes. It would be good to be able to download custo...

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.

A csv report to export into sage that provides: Account reference, date, net amount, tax amount. The net & tax amounts need to be the totals of the invoice not per line.

HiIs there any way to search invoices by name other than just number? Also is there any way Kashflow can be made to search more than just the customer contact card for looking up notes etc? For example, we currently have companies who deal with se...

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.

I think the from/to dates on the customer transaction enquiries screen should not be static. Any new invoices posted do not show on the customer page unless you change the dates that the on screen view shows. This means changing the date range eve...

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...

I've followed the instructions at https://www.kashflow.com/support/kb/merging-customers/ but they do not work. Two of our customers have recently announced a merger into one entity. I need a way of keeping the transaction history for both in one n...