For example at the moment you can only raise an Estimate and then for it to be processed you can only transfer it to an Invoice. To have a working in progress stage would help any accounts department determine if the invoice is ready to be sent ou...
have the option of being able to automatically add to invoice the customer code.
Adding customer code to invoice can help many businesses. In my case it does because, when we place a purchase order, the client just needs to give us his client code.... so much easier!
I would like the ability to add more than one proposal inside the same quote.For example, option 1 (budget) cost £x, option 2 (high end) cost £y without having to send 2x separate documents, so the customer can compare side by side easier
When posting invoices or payments, have a feature that allows us to enter the Gross amount and Kashflow calculate the vat element, rather than having to manually calculate the net amount on every transaction.
A fast method of assigning project numbers to transactions.
We use projects extensively for reporting purposes in our charity. We bring in circa 300+ Paypal payments in a month and each generates two transactions - the actual sale and the Paypal charge giving upwards of 700 transactions. At present the onl...
It would be good to be able to send out reminder letters eg a follow-up review request 1 month after invoice has been issued, or annual service reminders etc
It would be useful to be able to print off a sales and purchase ledger report for the end of year. This normally shows unpaid invoices, invoices issued during the period less payments for a particular period.
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