Help us improve

3 VOTE

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Created 3 days ago by Guest

KashFlow / Invoicing & Quotes

1 Acknowledged
3 VOTE

Report to show Cashflow Statement - all payments (not just purchases) for a period sorted by code

In any business plan, the 3 usual financial projections included are A Profit and Loss Statement, Balance Sheet and Cashflow Statement. It is ironic that a user still cannot generate a Cashflow statement from "Kashflow". Cash is King they say, yet...

Created 3 days ago by Tomas Finneran

KashFlow / Purchases

0 Acknowledged
624 VOTE

Multi Currency Bank Accounts

No description provided.

Created almost 2 years ago by KashFlow Product Manager

KashFlow / Bank

52
565 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 almost 2 years ago by Phil Taylor

KashFlow / Uncategorised

22 Future Consideration
492 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 almost 2 years ago by Karen Huntley

KashFlow / Customers

15 Planned
5 VOTE

Automatic terms and conditions added to sales invoice

Would be great if the payment terms entered in the customers records were automatically shown on sales invoice

Created 7 days ago by Guest

KashFlow Connect / Settings

0 New
2 VOTE

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.

Created 3 days ago by Roger Miles

KashFlow / Invoicing & Quotes

0 Acknowledged
2 VOTE

Allow multiple Invoices/PO's to be sent in a single Remmitance Advice

When some Invoices from customers contain several items purchased but the Purchase Orders were different we have to send individual Remittance Advice Notes. This just creates way too much work and excessive emails.

Created 3 days ago by Jim Robinson

KashFlow / Payments

1 Acknowledged
1 VOTE

Quotation Follow up

To have a template or draft to send out at scheduled times to clients and a reminder to follow up

Created 2 days ago by Dominic Scullion

KashFlow / Invoicing & Quotes

0 New
269 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 1 year ago by Guest

KashFlow / Purchases

4