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Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide setting. Finally, I need all customer accounts profiles to have the option box ticked to include delivery address on invoice.

Setting defaults has not updated onto the customers.

It's now a case of having to do a manual process and going in to each customer and changing these three settings.

Even doing an export of customers, and re-importing cannot effect these changes.

This should be a fairly simple addition and makes sense. Please note I have contacted support and asked if this can be done via the back-end, I was informed it could not.

If you are reading this prior to doing any form of import, save yourself a lot of time and set any defaults you want prior to importing! Also note if these defaults are changed at some point in time during the life of a business you will need to do this manual process on all customers.

Kashflow, I think it would be a very good idea for you to sort this either by defaults applying to all customers when changed or adding a bulk update facility which covers these.

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  • Oct 28 2021
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