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IRIS KashFlow

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Have finally settled on using Insightly CRM. Would be great to see integration with Kashflow.

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

Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Overdue supplier invoices report

At current you can generate an on screen list of overdue supplier invoices, can we not get this as a report option within the supplier reports so it can be printed off for review/sign off? Because if the list runs to multiple pages then you have t...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Already exists

VAT rate visible on sales invoices

I would like to have the option (in .pdf themes) to show the VAT 'rate' (e.g. 5%, 20%) used per sales invoice line entry on the printed copy. At the moment there is only a VAT value per line and total at the bottom of the invoice. This is for the ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous about 1 year ago in IRIS KashFlow / Customers 0 New

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements
Guest about 1 year ago in IRIS KashFlow 0 New