Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details.  Not a new customer, same one, so we did not want to change historical information, only going forward.  We did not want to add then as a new customer as they were already an existing customer.  I think this is an actual bug or flaw in the software - this should be able to be done without having to add them as a new cusomer and without changing historical information.

  • Attach files
      Drop here to upload
    • Julie Shepherd
      Reply
      |
      Oct 19, 2018

      Hi Lorraine, 

      When changing address details, the software asks if you wish to update all invoices - if you cancel out of that, the invoices already created will retain the original address details.

      Hope that helps.

      Julie