My Ideas

Showing 3292 of 3292

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.

Guest 6 months ago in IRIS KashFlow / Payments 0 New

1 VOTE

drop down menu for invoice allocation

hi in old version when I try to allocate bank payment to invoice it used to give option of all available invoices but now in new version i need to go and find invoice number or reference first and then only I can allocate. new version should lesse...

Guest 3 months ago in IRIS KashFlow Connect / Other 0 New

31 VOTE

Automatically Apply Overpayments to New Invoices

If a client invoice is overpaid, the credit should be automatically applied to new invoices to that client.

Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

31 VOTE

Integrate with Payatrader Payment Processor

It would be nice if KashFlow could integrate with payatrader. With Payatrader it’s easy to accept card payments. You can take payments online at your website, by telephone using the FREE Payatrader Virtual Terminal No separate merchant account nee...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

1 VOTE

An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.

Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

30 VOTE

Delivery Notes for Partial Shipments

At present it is not possible to generate a delivery note for part of an order without copying the invoice, deleting the bits that aren't shipping at that time then deleting the invoice. What is needed is the ability to specify quantities of each ...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Future Consideration

30 VOTE

Digitally Sign Delivery Notes/Invoices

It would be of much benefit to us if we were able to have customers digitally sign delivery notes/invoices - either with a signature pad or using a mouse.We would then be able to email proof of delivery/collection notes straight to customers witho...

Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

2 VOTE

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.

Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Separate theme

Set up another theme just for quotes

Guest 3 months ago in IRIS KashFlow / Dashboard 0 New

1 VOTE

Develop self assessment submissions to HMRC from the S A tab

With MTD becoming compulsory, this feature would be useful for anyone who is self-employed and a sole trader. Developments would have to be made for Partnerships, as in my case.

Guest 3 months ago in IRIS KashFlow / Other 0 New

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