Help us improve

1 Vote

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

No description provided

Created 19 Jul 18:20 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.

Created 09 Mar 15:35 by Guest

IRIS KashFlow / Customers

0 Will not implement
2 Vote

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...

Created 07 Mar 15:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Delete Sales Code - Improvements needed

If you delete a sales code, all of the entries on invoices where the sales code has been used have the entry reset to "None". It would make much more sense to allow the user to re-allocate those lines to a different sales code should they wish.

Created 06 Mar 21:01 by Rich Mellor

IRIS KashFlow

0 Acknowledged
1 Vote

Increase number of failed log-in attempts from ONE before locking account

Dear Kashflow Why do you have such a low threshold for locking the account and requiring password reset? I got one digit wrong in the memorable word and it said, "We've detected a number of failed login attempts to your KashFlow account. As a resu...

Created 16 Jul 09:21 by Nicky McGregor

IRIS KashFlow / Uncategorised

0 New
1 Vote

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!

Created 15 Jul 15:36 by Debra Woodward

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Email templates- spacing between paragraph

No description provided

Created 14 Jul 13:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.

Created 12 Jul 16:19 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...

Created 09 Jul 14:09 by Carey Hall

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add a trigger to enable Zapier to recognise a new invoice

I have been using Kashflow since 2014 and it is the centre point of my company management system. Whenever I receive a new order, it is immediately placed into Kashflow as an invoice. I am trialling Zapier as a means to help automate as much of my...

Created 09 Jul 10:50 by Guest

IRIS KashFlow / Partner Apps

0 New