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in order to be able to use Kashflow, we need to be able to add our own invoice numbers and not "1, 2, 3 etc" as is automatically inserted by Kashflow.

We dont work on a customer account basis but each invoice is specific to different customers
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Reviewing Batch Payments

It would be useful to be able to call up batch payments to recap what invoices have been paid. If there's a query it would be useful to be able to see all invoices paid in the batch
Ken Callaghan almost 4 years ago in IRIS KashFlow / Payments 0 New

payment receipt amending ability

I send payment receipts to customers, it would be very useful if I could have an editable template for this. Currently I have to change all the details as required.
Guest almost 4 years ago in IRIS KashFlow / Payments 0 New

Adding Pay Now button to proformas

Please could we get the "pay now" button added onto proformas so clients can pay them upon receipt
Kirsty Willis almost 4 years ago in IRIS KashFlow / Payments 0 New

retain settings on batch payments and enable a button 'post another batch payment'

I have to balance many Paypal payments, and I choose to do this every month or so, in a batch. Each time I go into batch payments, I have to set the invoices to appear in pages of 100. Each time I make a batch payment I have to exit and go in agai...
Karen Slade almost 4 years ago in IRIS KashFlow / Payments 0 New

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

The extent of Reporting on KashFlow

Some of the reports are not detailed enough. I can mention one such report. The Nominal Ledger report; this report should be more detailed, it should also contain a break down of the individual account by product code. e.g. Account = 7000-Programm...
Guest almost 4 years ago in IRIS KashFlow / Reports 0 New

Bug: Stripe Payments. Invoices being sent using the wrong currency.

Stripe has two currencies: Invoice currency - As presented to the customer. Bank currency - Payment made to your bank account. They are independent of each other. Conversion is made within Stripe. The bank currency is set in the Stripe dashboard.K...
Stuart almost 4 years ago in IRIS KashFlow / Payments 0 New

Fix misleading/incomplete Knowledge Base article

When using a card processor, payments to your bank account are batched and/or with fees removed. (I'm using Stripe - other providers may differ) When a customer pays a Kashflow invoice using the link to your card processor, that payment then gets ...
Stuart almost 4 years ago in IRIS KashFlow / Payments 0 New

Overdue Invoice report in excel format

Please can you add the option to download the overdue customer report in excel format - it is not practical to print off numerous copies each and every time I need this report
Audra Ratcliff almost 4 years ago in IRIS KashFlow / Reports 0 New