I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .
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
Automatic upload of Worldpay sales from Ecommerce sites
Like PayPal, it would be great if payments processed by Worldpay through Ecommerce websites automatically sent the info to Kashflow where invoices could be easily generated.
CIS Voucher that can be printed off from the payments receipts in the purchases department
IT would be useful as it would prevent having to type out a voucher to the contractors on a separate sheet therefor saving time. It would include a box for UTR number for the company and also the personal UTR number and verification number for the...
It would be beneficial to have the Bank Reconcilation Totals as a Freeze Frame Header! I input over 300 Bank transactions per month, when reconciling I have to constantly scroll back up to the top of the screen to ensure that my totals are still m...
We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached
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