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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 09:38 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 09:28 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 07:32 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 08:42 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 14:09 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 05:53 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 15:40 by Alison Bryan

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Purchase Wholesale/Sell Retail

I've found it extremely frustrating that you can enter wholesale prices but you can't purchase in wholesale only sell in wholesale! Could you please fix this?? I now have to add all the codes again with another cost!

Created 18 Jun 14:56 by Guest

IRIS KashFlow / Suppliers

0 New
1 Vote

Integrate with Braintree payments

Paypal is encouraging customers to convert to use Braintree Payments https://www.braintreepayments.com/ Kashflow needs to add an integration so the Braintree API similar to the Paypal integration so that transactions are imported into Kashflow

Created 15 Jun 11:16 by Guest

IRIS KashFlow / Partner Apps

0 New
1 Vote

Unpaid invoices view - extra field

The unpaid invoices view is printed for Directors information on a regular basis and is useful for debt chasing too. The aged debtors report is too many pages to print and I should like to customise Invoices Unpaid view. On this view we have: Invo...

Created 15 Jun 09:55 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New