Accounting Ideas

Customers cannot see the total of each product including VAT in their web quotes. The PDF quotes are correct with line totals including VAT which is very clear and easy to understand. Sometimes a quote is sent with multiple products for a customer...

Date of payments should be displayed on invoices. Also need to export a report showing paid invoices and date of payments.

Doesn't look professional.

Customer wanted a template to use for descriptions used most often instead of free typing each time

The European Payments Council provides a standard for storing payment details in a QR code: https://en.wikipedia.org/wiki/EPC_QR_code (link to EPC document in references). These QR codes provide a massive quality-of-life boost for customers who wo...

Sales invoices can be copied. It would be useful if "other receipts" could also be copied

It is possible to set payment terms at 30 days within the settings, but if the customers already have a setting in their own contact details, this does not change globally. I have had to change 750 customers from 15 days to 30 days manually!

It would be useful to be able to have a list of customers who have non-standard invoicing arrangements (e.g. 4-weekly not monthly, different types of sale invoiced to different departments/addresses at customers); this info can be recorded in Note...

When you preset Terms & Conditions and then customize it on newly created estimation. The system only keep in memory the preset one. Make it possible that the custom one overwirtes the preset one.

if a customer has paid us a deposit we should be able to view its all allocated invoices in one screen rather then individual allocation