Accounting Ideas

We quote works that are ongoing, would be great if you can change the sales quote to won whilst the works are carried out then invoiced.

There should be a function available to add multiple estimates into one invoice.

Could I please have it that if I just want to run statements for a handful of customers at a given point that I could do this all at one time without having to go in and out and in and out over and over again to each customer!!!!

it shows in an instant total turnover figure up to date whichever month is being printed

when using Stripe you should be able to choose whether it shows the pay now at the bottom of the invoices or not, especially as it gives you the option to turn off card payments for every invoice you create. Plus when printing an invoice out to po...

We sell a lot of the same item to several customers and when we need to find an invoice for one of these items for warranty work we have no way besides going invoice by invoice. There should be a way to search historical serial numbers and it show...

In Canada/USA the proper term for the "reference" field is "Purchase Order Number". This should be able to be edited on the invoice template. The current heading is not recognized in Canada for electronic invoicing systems which are being used mor...

EN - the delivery address in the Delivery Note is too small and the Billing address too big causing mix up and delays. FR - l'adresse de livraison n'est pas assez claire dans les bons de livraisons, si possible supprimer l'adresse de facturation q...

Allow the choice for projects or other analyse types to be displayed on sales invoices. A client uses analyse to identify plots and this would also be helpful for the customer to see.