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Customer Statements

There needs to be the ability to easily edit the existing Customer Statements to tailor to our requirements e.g. "company name" is not always relevant depending on the type of customer, "purchase order" is irrelevant for some types of industry, add bank details in the same way as on invoices. Kashflow users shouldn't need to be proficient in javascript/html/css!

When printing or e-mailing batches of customer statements, you should be able to tick customers on multiple pages from the customers list - at the moment you need to generate a selection from page 1, then do the same again on the next page and so on. Even being able to view the entire customer list (excluding nil balances) and select 1 large batch from that would do.

  • Martin Greig
  • Oct 3 2020
  • New
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