Accounting Ideas

Unfortunately not everyone has an email address and invoices still have to be posted....... it would be nice to beable to print them before the date so as to have them ready for the post on the date!

I would like my invoicing system to remind customers that an invoice is due for payment in a week and another email when overdue.

When you supply/buy a lot of different products at different price rates it is difficult to find when a customer has had that product before or when you have purchased a certain product in the past. Sage 50 used to show the description in activity...

Certain customers get a settlement discount which ranges in % terms and in other previosu software(sage50) you can default a discount for each customer to be applied on any new invoices automatically. This also saves having to keep checking which ...

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

IT WOULD SPEED UP THE WHOLE INVOICING PROCESS, ID ALSO JUST LIKE A PRINT OPTION NOT PRINT AND SAVE THERES TIMES THAT YOU MAY NEED TO AMMEND INVOICES AND ALSO DECIDE WHEN YOU WANT TO LEDGER

The three dots on the right of the item line on an invoice help with the job allocation and cost center but could we adjust it so that you can just do the insert of the information for the entire invoice instead of always each line. Kind of an ove...

have the ability to partially convert a quote, and not the entire quote. Currently, you can only convert the entire quote and not just some of it.

When submitting an invoice or estimate the system will tell you that the email was invalid but only if you access it again directly. Can there be an automatic email sent if the item comes back as undeliverable? Or perhaps there can be some kind of...

Would be really useful to be able to send a client one email with all their invoices attached, rather than sending separate emails per invoice.