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The ability to upload Invoices supplied by Self Invoicing Customers
I run a Healthcare Business which where many customers Self Invoice - I then recreate Invoices on Kashflow - It would be simpler to upload and add a Kashflow reference.
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Jan 10 2017
Invoicing & Quotes
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Ability to scroll through all invoices for one customer
Ability to have different themed invoices for a customer
Automatically Email Invoice when Paid
the ability to add text to customer statements, as in invoices.
The ability to send the relevant invoices with a customer statement by email
Ability to customise invoice numbering according to hat I want, as the default setting is not great.
ability to store "vehicles" (or whatever subject the user deems relevant) against invoices and/or customers
Ability to split bank payments from bank feed to partly pay multiple customer invoices
Customer Portal - Allow customers to login and view their invoices, statements and payment history
List number of total orders next to customer name on the summary page