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...
Copy Across 'Your Ref:' field from recurring invoice to live invoice
Hi, We run our membership directory business using the recurring invoices feature so that an invoice for the membership renewals are automatically created every year. However, when the invoice is created by the system it removes this and leaves th...
I would like to know if there is any chance to add the PAY ONLINE button on QUOTES. I would like to give my customers who sent a Quote this option, if they agree the price and T&C, to pay online straightaway from the Quotes. After payment I co...
a report of recurring billing for a particular customer?
There should be more reporting based on customers that allow Kashflow users to get more information out of their data. One of these would be a way of doing a report of recurring billing for a particular customer. This would be useful for when you ...
Fixed Assets. When a cost of a Fixed Asset added in a period that should automatically brought forwarded to the next period, even If we select the next date. But In Kasflow we should manually create a journal to move from cost to brought forward b...