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8
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Simple CRM Functions Built In To Kashflow
- Ability to add a Prospect / Lead to a new 'CRM' section.- Set the customer status to Cold, Warm or Hot and set a potential conversion percentage- Once they are confirmed as ordering or submitting to a project, you can simply press a button to co...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Get the GoCardless link generated by kashflow, via API, or frontend, so you can send it in personal emails
When setting up gocardless kashflow sends an email to the customer with a GoCardlesss link that they must click on to register. The problem is that often you have the conversation with the client, so they expect an email from the company not kashf...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Need interim invoices
Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
8
Vote
Bill of Materials / Works Order Report / Template
The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
1
Acknowledged
8
Vote
Automatic saving to Dropbox
Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Created 10 Jan 09:19 by Guest
IRIS KashFlow / Uncategorised
0
Acknowledged
1
Vote
We need the ability to delete Products from sales invoices
My client does not use 'products' and I do not want products drop down boxes in the middle of all my sales invoices when we do not use products. Apparently at the moment this box cannot be deleted from the sales invoices.
Created 02 Oct 10:38 by Guest
IRIS KashFlow / Invoicing & Quotes
0
New
7
Vote
Option to add our company bank details to customer statements
Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.
Created 13 Dec 16:14 by Guest
IRIS KashFlow / Payments
3
7
Vote
Bank details
There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Created 10 Dec 13:46 by Guest
IRIS KashFlow / Bank
1
Acknowledged
1
Vote
CIS Tax deductions and VAT reverse charge on the app.
This being available on the app would be useful for invoicing on the go.
Created 29 Sep 10:19 by Guest
IRIS KashFlow / Invoicing & Quotes
0
New
6
Vote
Add Amount Paid to the top of the clients transactions profile
Hi - currently you have 'Total Invoiced', 'Amount Due' and 'Amount Overdue' at the top of the clients transactions page - if you also added 'Total Paid' to these you would have a full house of all the important information regarding the clients tr...
Created 11 Nov 17:44 by Rob Smith
IRIS KashFlow / Customers
0
Acknowledged
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