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1 Vote

Automated/Invoice emails tailored for our client

We have multiple customers who want the email invoices to have their references so they can quickly see which invoice is for which purchase. They hate that they have to open a PDF to see their own references and manually copy and pasting this as e...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
1 Vote

Improved management of 3rd party payments

I have a problem that often results in gocardless transactions being applied twice to my current account balance. Whenever gocardless pay money into my current account this is automatically applied to my current account balance which is great. How...

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
1 Vote

Omit disabled invoices from Sales \ Repeat Billing list

It would be useful if you enhanced the Sales \ Repeat Billing option toallow the option to display live billing only. Ex-clients currently display on this list (albeit in grey) and it would be helpful to omit them from the list.

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Credit Note

An extra tab where credit notes can all be stored.

Created 10 Jan 09:34 by Guest

IRIS KashFlow / Uncategorised

1 Already exists
1 Vote

Filter Invoices by Sources

Filtering Invoices by Sources would allow us to view all the invoices issued coming from a particular Source. This way we can see the progress that particular source had on our sales in the past month. At the moment you can only see the names of t...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

Additonal date column on invoices/purchases

We sell a number of services that have annual/monthly renewal dates. It would be good if we could have this date information in a separate column on invoices rather than having to type it manually in the description column. This would also help wi...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

2 Acknowledged
1 Vote

Sort by "unsent invoices"

It would be really useful to be able to filter invoices (unpaid) by whether or not they have been emailed to customers. Several employees create and issue invoices and currently there is no way to see which have or have not been sent via email to ...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

1 Acknowledged
1 Vote

Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could a...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

add on a percentage to the final total on an invoice

would be really helpful if you could have an option of adding a % (either 20% or 10%) to the final total on an invoice. i'm an agent so have to add on a certain percentage on to the total. i'm finding that I have to do this manually, which is what...

Created 10 Jan 09:33 by Guest

IRIS KashFlow / Uncategorised

0 Already exists