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
Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...
During a recent update the maps function was for some reason removed from the customer profile page, I used this function on a daily basis to get a rough idea of my customers location, which helped me to plan delivery routes, it was really helpful...
ability to export a list of Customers by status ie ARCHIVED or UNARCHIVED
At present there is only the ability to generate a report of All customers or customers who have been invoiced between specific dates. There is already functionality to actually ARCHIVE customers in the Customer section of the system, but there is...
Correct application of payments on account and vat
VAT on payments on account from a customer are logged on a VAT return when received, as they should be when cash accounting for VAT. When they are then matched in the future to the sales invoice, if it is not the exact amount, it may create an ove...
In the Transactions page in customer section, add the option to view 'lifetime' activity
Can you add the option in the customer transaction activity section to have a 'Lifetime' option in the drop down menu when your selecting the time period to view as it's time wasting to have to add the start and finish dates when I just want to se...
Add a check box next to email address for customers who have opted in to receive marketing emails
I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...
Allow Customer List (and Supplier List) to be Sorted by Date Added
I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...