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In an invoice, where the payment box is at the bottom it shows how many times an invoice has been sent - to whom and on what date. I would l

In an invoice, where the payment box is at the bottom it shows how many times an invoice has been sent - to whom and on what date. I would like to see what was written on the email too as having a dispute with a client re a payment which was expla...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Repeat invoice end warning email

When a repeat invoice comes to the end of it's planned term, Kashflow should send an email or flag the invoice as requiring renewal or cancellation/archive. Currently annual invoices or monthly invoiced annual invoices just end.

Created 10 Jan 09:28 by Dominic Pascal

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Highlight Invoices

It would be useful to be able to highlight an invoice - would help when waiting for a SagePay payment. Or when needing to keep an eye on an existing order for any reason. All our orders are pre-paid and drop shipped so kashflow reports don't help....

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Orders Processed

Once an order is complete - payment made and goods have been shipped, it would be good to categorize those orders into - Orders Complete. This would separate orders sent and paid for, from orders paid but not yet sent, or orders sent and payment n...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Batch bank payment entry

Whilst rapid fire gives the option to batch enter sales and purchase invoices and payment/receipts I cannot see how to input batch payments that do not go through th ledgers.The main use is where clients give credit card statements, on SAGE I woul...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Will not implement
1 Vote

Being able to have different payment terms for different sales codes

We need to have different payment terms for different clients, depending on their sales codes. Currently I have to do this manually and it takes a lot of time.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Ability to customise invoice numbering according to hat I want, as the default setting is not great.

I am creating invoices. Want the ability to customise invoice numbering according to the customer, such as CUST1001, CUST2001? The default is pretty useless.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

Statements

A column on statements to say when payment received rather than duplicating invoice no save time matching same invoices up

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Already exists
1 Vote

Ability to send link to Go Cardless mandate

Provide a link to the Go Cardless Direct Debit setup which can be used to send an email to client if they have lost the original email or it went to junk mail. This feature is already available in Go Cardless but can't be used if mandate created i...

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged
1 Vote

Remove or reposition the Pop Up message that appears when you create a new customer so that it doesn't cover the 'Create Invoice' button

The pop up slows down the speed at which I can enter transactions for new customers. Please reposition it so it doesn't obscure the buttons at the top of the screen.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Uncategorised

0 Acknowledged