Accounting Ideas

Really tiresome having to always scroll to the bottom of the page when a second button at the top would cut scrolling time

Right now when I print an invoice, it only says payments made and the amount. It does not tell me the date that it was paid or how it was paid (cash, cheque, credit etc.). It would be beneficial to see the date/method on the invoice, especially if...

Where Reference is stated on the Invoice Templates please add PO so it says PO Reference. Customers are sending invoices back saying they are incorrect becsuse it doesnt list a PO. Just by adding PO in front of Reference would solve this problem v...

It would be useful to be able to merge contacts as duplicates can be created in error and invoices added before noticing the issue.

As with Sage 50, pop up style message as reminder of specific needs for certain customers/jobs. Some customers require a statement to be sent with their invoice or have specific invoicing requirements e.g. additional information needed. Other cust...

After invoicing customers, an automatic email request to the customer invoiced to leave a review on Trust Pilot.

Cant believe it, I cant email an invoice from a customers account as it does nor pull in the email address set for that customer

We often want to see a list of quotes taken by a member of staff on the screen to help identify if a specific person is loosing a lot of quotes

On a copy invoice it would be useful to be able to insert a line where you want it not just at the bottom, or the ability to change the order of the lines. It would be very time saving.