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5
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Service Rate default for customers
For stock/non-stock items you can put in multiple sale prices and for each customer you can set a default price list. For service items you can set up multiple rates however you can not set a default rate for a customer. You need to be able to do ...
Created 06 Oct 10:02
Sales
1
One For The Future
5
Vote
To set a tax default for a sale of a service item or Service GL Revenue Account
To have the ability to select a default sales tax to charge for each item/product that is sold would lessen the chance of sending out sales invoices with incorrect tax being charged.
Created 09 Sep 15:46
Sales
0
One For The Future
5
Vote
Remove Exchange Rate From Sales Invoices
Have the option to remove the exchange rate from foreign sales invoices
Created 13 May 15:29
Sales
0
One For The Future
5
Vote
Allocate when viewing an invoice
When I view an invoice, could you make it possible to allocate credit notes or payments on account right there? This would save navigating around the system to sort it.
Created 23 Nov 19:27
Sales
0
One For The Future
4
Vote
Payment terms to show on statements
it would also be beneficial if the 'overdue' features on the statement correlated with each customers payment terms so they can see exactly whats due when
Created 15 Apr 14:26
Sales
0
We're Taking A Look At This
4
Vote
Improve search function
When searching old invoices you have to be very precise with the search. For eample seaching CDE is not found in invoice references when the value that is in there is AB12CDE.
Created 22 Jan 15:36
Sales
0
We're Taking A Look At This
4
Vote
Merge customer accounts
It would be useful to be able to merge contacts as duplicates can be created in error and invoices added before noticing the issue.
Created 20 Jul 12:28
Sales
0
We're Taking A Look At This
4
Vote
The ability to sort invoices by delivery address
We sometimes need to print out client invoices for just one specific site and cannot select these without going into each invoice to check the delivery address. Being able to sort by delivery address would save us a lot of time.
Created 12 Jun 15:51
Sales
3
We're Taking A Look At This
4
Vote
larger company logo
It would be useful if the company logo on the invoice template could be enlarged. for example on the midnight template, there is a large space between the text on the left and my small logo on the right
Created 25 May 14:36
Sales
0
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4
Vote
CIS labour and materials breakdown
The standard sales templates do not indicate what entries are CIS labour or materials. The invoice just shows a total CIS deduction at the bottom. My last invoice was paid incorrectly because the lady who entered the invoice inputted the gross amo...
Created 22 Mar 14:32
Sales
1
We're Taking A Look At This
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