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Invoicing & Quotes

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Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

adding some extra options to invoice

Would it be possible to add on the pdf invoices an option to add at the bottom of the invoice to be able to edit the VAT to show the amount of VAT added to the bill befroe the full total, for example iot would read Net amount then VAT at 20% (or w...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Mark invoices as paid in Kashflow Go app

Ability to mark invoices as paid in the Kashflow Go app, supporting on the go users.
Cheryl Jones about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Aged Debtors Emails - the link in the email should be as a text box with hyperlink to the invoice

Currently the link to the invoice only shows as a hyperlink which looks messy and unprofessional. It would look better with text in the email with hyperlink associated with it.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Would is be possible to add another field with a pop up calander so you can add a date after an item so it that will displayed on the invoice ?

No description provided
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

show net, vat and gross columns on invoice view

more info to hand with less clicks, helps to spot errors ideally would be able to choose columns we can see in invoice summary view
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add % increase to links

As Stripe for example takes a fee of 1.5% + 20p for each UK transactions, I reccomend to add a feature where anyone who chooses to pay via the link on the invoice will then have to pay a fee to cover losses for businesses.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Send customer a link to an online invoice so we can track if it has been seen

Sending PDFs by email isn't great as there's no way of knowing if the customer has seen them (or if they've ended up in spam). Other invoicing software allows you to send a link to an online version of the invoice so you can then see if a customer...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged