When saving quotes and invoices to dropbox could there be an automatically entered entry into the 'Notes' box to say the document has been saved to dropbox because when re-opening a quote or invoice at a later date there is no way to know whether ...
Statements to show line description so clients can see what jobs the invoices relate to
Currently the statements only tell the clients our invoice number, they need to show the client what the invoice was for. In our business in the description we enter the type of job and the address of it. This is critical information.
Guest
about 8 years ago
in IRIS KashFlow
0
Acknowledged
Niall Pinkerton Dec 20, 09:08 GMT Is there a way that credit card processing fees can automatically be applied to invoices when customers are paying online via the worldpay link?
There needs to be a filing option when marking off batch payments/receipts. the oldest is currently at the bottom of the screen so makes it a long process waiting to "load more" at the bottom of each page.So either an order by button or simply cha...
To be honest I'm very shocked that you Kashflow doesn't already has this feature. If a client does cash accounting you can't get this list from the VAT report. I would say this is an absolute MUST!
Add a recommended/integrated CRM database system to external services or could Kashflow design one as easy to use as Kashflow itself!!
As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).
I would like to have the "Add Additional Text" feature like on the Invoices added to the Statement & Pro-Forma Invoices
I would like to have the "Add Additional Text" feature like on the Invoices added to the Statement & Pro-Forma Invoices so that you can add text such as bank payment details so the customers has them at hand.
Guest
about 8 years ago
in IRIS KashFlow
0
Acknowledged