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View Full Version : Please Kindly Add


metade
01-19-2007, 04:47 PM
Defult for each customer:

1. Payment/Terms Method
2. Shipped by Method
3. Authomatic TAX on selected customers only
4. Drop down menu for ship to address
5. Last product price


1. Good so dont have to change all the time unless asked.

2. Good so dont have to change all the time unless asked.

3. We only tax NY customers so taxation by product is also good but can it be posible to make a customer default taxed so we won't forget to tax each invoice they have. I can't use the global taxation because we're only base in NY.

4. Good for each customer just so we dont' have to type each time where to send the order. We can just click on the drop down menu and chose which address to send to.

5. We don't have a general price for our customers. We are a wholesale company and we categorize our prices by "retail, dealers & export" if kbilling will be able to memorize each customers price (or just the last price they paid) we don't have to double check their prices all the time.
The reason i'm asking for this is we've used this feature before from an old invoicing system I was just wondering if this is possible for kbilling as well

K Software
01-19-2007, 04:53 PM
Thanks Daphnie - a very good list. A number of those items are already in Pro, but you made some other great suggestions that I'll put on the to-do list as well!

K Software
01-19-2007, 04:55 PM
Oops, I forgot to mention that tax on selected customers is there now. Each customer gets it's own tax rate. Put zero for all those that don't get taxed.

metade
01-19-2007, 05:01 PM
Yes I've been using that actually and check the box taxable when I make an invoice...

what I meant is to automatically tax each customer that pays tax where I don't have to check each box for taxable products when i make an invoice. co'z sometimes i skip it for no reason.

metade
01-19-2007, 05:06 PM
Never mind I know what you meant... thanks

K Software
01-19-2007, 05:07 PM
No problem..

Just to clarify - you can set all your products to be taxable and limit that to the customer by setting the customer tax rate to zero. That way you only ever have to do it once when you add the customer.

metade
01-19-2007, 05:11 PM
my only problem is I didn't know that before when I made it customer... most of our customer are outside of NY and we have more than 5000 not to edit each customer will be a hassle... is there any way you can make this easier?

K Software
01-19-2007, 05:23 PM
Yes, I think so.. Drop an email to support@ksoftware.net and I'll send you some instructions in private.