Help us improve

1 VOTE

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

Created about 21 hours ago by Ayshea Hay

KashFlow / Invoicing & Quotes

0 New
633 VOTE

Multi Currency Bank Accounts

No description provided.

Created almost 2 years ago by KashFlow Product Manager

KashFlow / Bank

54
570 VOTE

Customer Portal - Allow customers to login and view their invoices, statements and payment history

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...

Created almost 2 years ago by Phil Taylor

KashFlow / Uncategorised

24 Future Consideration
493 VOTE

Send customer statements on a set date

I would like to be able to send out customer statements on the last working day of every month. At the moment I need to go into every customer account which is hugely time consuming. I would appreciate for there to be a function to send ...

Created almost 2 years ago by Karen Huntley

KashFlow / Customers

16 Planned
2 VOTE

multi ccy recurring invoices

multi ccy recurring invoices - I have cleints in EUR and USD and your system wont let me set up recurring invoices to them so I am having to create them all manually.

Created 3 days ago by Guest

KashFlow / Invoicing & Quotes

0 New
274 VOTE

Purchase Orders

Hi, I was speaking to Anum from your support team, I was told to add my suggestion here. For our business, we have subcontractors working for us and for work to be proceeded we would send them a purchase order to carry out the work and once the wo...

Created almost 2 years ago by Guest

KashFlow / Purchases

4
1 VOTE

supply to customer but invoice to another address or person on sales invoice

I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company Should be useful to be able to link customer database to allow different customers Needs to show on invoice supply...

Created 3 days ago by Guest

KashFlow / Customers

0 New
1 VOTE

1) Implement date and time filtering 2) Add date and time filters to as many endpoints as possible

Because any integration will be based on date and time. Realistically, if a customer exports customers from KashFlow to another system automatically every 30 minutes, they aren't going to want to continuously send the same customer information eac...

Created 3 days ago by Guest

KashFlow / Partner Apps

0 New
1 VOTE

Create a Delivery Note which can be converted to an Invoice

To create a Delivery Note without pricing when sending orders out, prior to issuing an invoice. The system could then allow the Delivery Note to be converted to an Invoice with relevant prices quoted.

Created 3 days ago by Guest

KashFlow / Customers

1 New
199 VOTE

customers being able to place an order via kashflow

I would like my customers to be able to place an order via a special link to kashflow. Customers would log in with their customer code, a list of the products that i sell with their unique prices for that customer would a ppear and they would clic...

Created almost 2 years ago by Anonymous

KashFlow / Uncategorised

8 Will not implement