Help us improve

1 VOTE

Harvest Customers details

I would like to be able to harvest all my customer email addresses for such things as creating one email to all customers with a sales offer etc

Created about 15 hours ago by Guest

KashFlow / Customers

0 New
1 VOTE

Email bounce advice

Any email bounces should immediately be notified to the registered email address. This should be part of the core functionality when you are sending emails on your customer's behalf

Created about 16 hours ago by Nick Harvey

KashFlow / Invoicing & Quotes

0 New
646 VOTE

Multi Currency Bank Accounts

No description provided.

Created over 2 years ago by KashFlow Product Manager

KashFlow / Bank

78 Future Consideration
580 VOTE

Customer Portal - Allow customers to login and view their invoices, statements and payment history

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...

Created over 2 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
501 VOTE

Send customer statements on a set date

I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming. I would appreciate for there to be a function to send ...

Created over 2 years ago by Karen Huntley

KashFlow / Customers

16 Planned
1 VOTE

Credit Notes should NOT count against the Monthly Invoice total

On the "Starter" package, you are limited to "unlimited quotes & 10 invoices" but raising a Credit Note against an Invoice already created counts as *another* invoice against the monthly total. This is unfair, as you have already had 1 invoice...

Created 3 days ago by Guest

KashFlow / Invoicing & Quotes

0 Acknowledged
1 VOTE

Deposit invoice

We always ask for 20% deposit on new orders for new customers, i have to type this up in notes so the customer knows how much to pay for the deposit and then i have to send them another one with the balance on. Why cant this be an option to make ...

Created 3 days ago by Guest

KashFlow / Invoicing & Quotes

0 Acknowledged
1 VOTE

Search customer by date entered onto kashflow

It would be useful if you could see what date you created the customer through a report. I have issues where I have to put customers on kashflow and a sales database and its hard to know without spending hours checking both databases if i have do...

Created 3 days ago by Guest

KashFlow / Customers

0 Acknowledged
279 VOTE

Purchase Orders

Hi, I was speaking to Anum from your support team, I was told to add my suggestion here. For our business, we have subcontractors working for us and for work to be proceeded we would send them a purchase order to carry out the work and once the wo...

Created over 2 years ago by Guest

KashFlow / Purchases

8 Planned
199 VOTE

customers being able to place an order via kashflow

I would like my customers to be able to place an order via a special link to kashflow. Customers would log in with their customer code, a list of the products that i sell with their unique prices for that customer would a ppear and they would clic...

Created over 2 years ago by Anonymous

KashFlow / Uncategorised

8 Will not implement