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1 Vote

Reports to be run between dates

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?

Created 6 Jul 09:49am by Guest

IRIS KashFlow / Customers

0 New
1 Vote

Set Up A Direct Debit Linked To A Customer’s Credit Card

At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...

Created 5 Jul 05:27pm by Adam Richards

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...

Created 5 Jul 04:55pm by Adam Richards

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...

Created 29 Jun 09:38am by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...

Created 29 Jun 09:28am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...

Created 29 Jun 07:32am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...

Created 27 Jun 08:42am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Bank feed: match expenses in bulk

When uploading a statement, I have multiple items which would fall under the same group, e.g. Microsoft/Subscriptions or Amazon/Computer Peripherals, etc. Rather than entering the same details for each line, it would be a great time saver to selec...

Created 25 Jun 02:09pm by Angelo Corbo

IRIS KashFlow / Bank

0 New
1 Vote

Improve Workflow on Importing Paypal Payments

I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...

Created 22 Jun 05:53am by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Recharge purchases to customers

I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis

Created 18 Jun 03:40pm by Alison Bryan

IRIS KashFlow / Invoicing & Quotes

0 New