Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?
We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Customer Statements in same currency as Customer Invoices.
Our Home Currency is GBP but we also trade in US$ and EURO. Currently we are able to produce invoices in the required currency but the statement shows £. This needs to be changed for sending to our foreign customers.
When someone clicks the button to pay now as below from the email (i am using stripe) It would be a good idea as i cant find the settings anywhere To be able to style the next screen the payment page? i.e change clours, add my logo and so on, I th...
Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.
Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow.
This would save hours when product updates are necessary. Currently, I hav...
When you are doing a vat adjustment journal you need to select the vat rate that was put through originally so that it is correct in the next vat return.
Ability to clear accounts where advance payments net off against each other
If you have posted cash on account, which nets to zero, unless you have an unpaid invoice on the account there is no way of clearing off the transactions.
This is especially troublesome if the bank has been reconsiled and or VAT submitted.
The...
Employers Pension should not be under deductions for employee
I haven't ever seen employers pension directly under deductions for employees it should be under a separate heading. it looks like the employee has paid for it (even though you add it up it hasnt) but very confusing!
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