A Customer or Sales report that identifies the number of days since a payment was last made. So we can quickly and easily identify customers whom are over 30 days or otherwise customisation. This can even be applied to suppliers and purchases.
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...
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?
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