Additional Card Holders
Please can you work towards additional card holders to be added to an account? We are two company directors who live at opposite ends of the country and we need a card each!!!
Customisable Invoice number
Jake: Invoice number - customisable? It would be useful to be able to customise the invoice number to tie in to my existing system of numbering. (obviously this custom reference would need to be unique - but could add requirement for it to be unique if choosing to customise)
You will be able to access your financial business data securely from your desktop or laptop
Import general excel or CSV data
Import general excel or CSV data that was exported from other platforms such as Quickbooks
Currency Account $ & €
Provide US$ deposit accounts for international payments Provide Euro € deposit accounts for international payments
Attach a PDF (of the quote) to the invoice
We usually invoice based on a quote so it would be nice to be able to attach the quote to the invoice for reference
Invoice items template
Provide the ability to create a number of standard items as a template. When creating an invoice, just add an item from the templates, which will include the description and price. Then set the quantity and that's it. Could save a lot of time.
Include additional text on invoices
the ability to write in the footer of the invoice so i can add a link and a brief description to upsell a product that may be of interest to the customers