All ideas

It would be great if customer transactions can be imported at a summary invoice/credit note level with the option to drill down to individual transaction lines available when looking at the customer's account transaction history.

If you produce an invoice in the Invoicing module and select a different layout, it will reprint on the layout assigned to the customer record. There is no option on the Reprint screen to choose a different layout.

would be beneficial for all multi currency companies

Perhaps it can be a step on the homepage to say a suggested piece to set up Risk would be that an automated email goes out before the customer is expecting it to

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the excluded customers the wording that appears says: These customers have been excluded from their customer recor...

Edit a template on the automation section for a template with automation enabled click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) When you then get the...

Businesses are used to knowing their account reference so need to reflect business processes. Provides greater choice and ensures a level of consistency with the ERP

Edit a template on the automation section for a template with automation engable click on the cog In the recipients section click on the included customers/ excluded customers (doesn't matter if its all or selected customers) when you then get the...

as above

When you click on the invoice list, you can click in to find more information from invoice e.g who the contact is. When you click on a payment in the payment list there is no drill in information