Accounting Ideas

I have had several issues with clients calling me asking why the have received two invoices, when I have sent and invoice and quote together. the confusion is due the the templates being exactly the same except for a couple of words that clients d...

Would it be possible to have the ability to create invoices templates that could be recalled easily. Something as we are able to do in SAGE50. Not a recurring invoice on a regular basis but a recurring invoice on a random basis (manual recall)

Some of our customers are entered into an invoice finance agreement and for them we need the Factoring company bank details and their custom terms message to appear on the invoices. Currently we have to manually adjust the template to remove our b...

I would like to be able choose between 2 (or more) complete invoice templates when invoicing clients. Our business operates as both the Ltd company name and a Trading name - hence 2 versions or more of the invoice template (with different logos &a...

Many basic elements of our estimates are the same and we are having to copy and paste from other estimates or constantly retype the same paragraphs. The facility to create and save a reusable standard template which could then be added to and cust...