Would it be possible for Kashflow to generate a document based on the details on the invoice which we could send to clients. In our case we would call it a Test Certificate - Thus eliminating having to raise a document externally and repeat entering information. It would show our attendance date, return date due, what we tested and notes area. All other details like address etc would filter straight from the invoice. It may have to be associated to invoices raised or you may think differently.