Skip to Main Content

KashFlow Ideas

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

Status Acknowledged
Created by Ed
Created on Oct 15, 2019

Create Invoice after adding new customer

Currently after creating a customer, there is no means to create an invoice for them

 

After adding customer if you then add their details, address, phone, etc (which you naturally would after adding a customer). They click save. It takes you back to the main Customer screen.

 

You then need to go to invoices - add new - then find the customer name again (which is also a pain in the backside) - because it does not use smart find like it does in Invoices

  • ADMIN RESPONSE
    Dec 31, 2019

    Hi Ed.
    Your request has found it's way to the KashFlow Payroll team although this sounds like a BookKeeping question. If I'm incorrect and have misunderstood let me know, otherwise I will pass this on to my colleagues to review,
    Cheers
    Dylan

  • Attach files
      Drop here to upload
    • Guest
      Reply
      |
      Oct 21, 2019

      dont understand this - on my system - i create customer and on the first page it has options on what to do when the full customer details is finished - the default is go back to customer but the top option is create invoice for this customer - hope it helps