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32 Vote

Upload Terms & Conditions as PDF, which is automatically appended to every invoice sent

When we send invoices to clients (as a PDF) we always attach an additional page which is our invoicing terms and conditions. This is a full page, and cannot be accommodated on the front of the KashFlow invoice. We do this according to legal advice...

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

1 Released
36 Vote

Show Project Name in Invoice & Quote List

Is it possible you could add a small feature to show tt he project name in the invoice and quote list pages? we deal with site names and having to refer to invoice numbers is a little confusing. Many thanks

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

4 Released
33 Vote

Start Date for Monthly Repeating Invoices

I'm setting up some monthly repeating invoices to start on 1st April. It's 25th Feb today ... so if I set the repeating day as 1st, KashFlow will send an invoice on 1st March. Looking through the list of items I want to set up today, 20 out of 24 ...

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

0 Released
38 Vote

Bring back the drop down list of products there used to be for invoicing

Bring back the drop down list of products when creating invoices. Recent update means you have to put a letter of the product in, but when you have lots of products sometime you can't remember what exactly you named the product, so the drop down l...

Created 10 Jan 09:15am by Guest

IRIS KashFlow / Uncategorised

2 Released
59 Vote

Woocommerce or ecommerce integration

We have installed an add on that loads all our sales onto kashflow. It transfers the following sales data at the moment. Name, contact, time, method of payment, product total and shipping price. What we would like is to have further integration. T...

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

11 Released
55 Vote

New UI: Sort out "New Batch Payment"

I have some clients with 100's of outstanding invoices.Obviously they pay the oldest invoices first.With the new GUI, to get to the oldest invoices, I have to hit "Load more" about a trillion times to get to the oldest invoice.Can I ask you to loa...

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

8 Released
40 Vote

fix the New Version's major flaw in creating invoices

when creating an invoice once you choose a sales code you can't see a drop down of all the products attached to that sales code. You have to type in the starting letter to see just the products attached to that sales code that start with that lett...

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

0 Released
42 Vote

Automatic Billing via GoCardless using API

We raise the majority of our invoices automatically via the API. At the moment we then have to go in after and collect the money via GoCardless manually, which is a chore. It would be great if we could firstly check whether the customer has comple...

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

3 Released
45 Vote

Get Paginated Invoices/Receipts By Date Range

Right now there is no consistent method for retrieving invoices/receipts efficiently from within a specific period of time. My suggestion is to combine the GetReceiptsWithPaging with the GetInvoicesByDateRange method in order to extend the functio...

Created 10 Jan 09:14am by Guest

IRIS KashFlow / Uncategorised

2 Released
58 Vote

Lock Reconciled Transactions Only

Sometimes a duplicate transaction will slip through and you can't delete it because transactions have been locked. If you only locked reconciled transactions (which are the important ones to lock) then this wouldn't be a problem

Created 10 Jan 09:13am by Guest

IRIS KashFlow / Uncategorised

0 Released