My Ideas: Payments

Customers have up to date confirmation of payment and we would not have to manually send a remittance advice per individual customer - I am currently having to send 100 individual emails.

It would be useful when allocating a bank payment to then be able to select multiple invoices from the drop down menu. We get a single payment for all card transactions on a single day and at the moment we have to allocate the whole payment to one...

Hi is there a way of seeing at a glance when both sales and purchase invoices have been paid? ie a column in addition to 'date' and 'due date'. i'm doing my end of year accounts and it would be really helpful when I come to doing the 'who owes us ...

There is an issue with the PayPal import (well several really which are extremely annoying). However, this one cropped up yesterday when I imported some PayPal transactions including a payment to a third party in euros. I paid (say) £10 converted ...

If you have one payment going to multiple invoices, then you need to use the batch payment function, and you have to delete the original matching rule that is being offset against the supplier in order to avoid duplication of payments. However ...

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...

Kashflow at the moment only allows you to record a corporation tax payment only (https://www.kashflow.com/support/kb/corporation-tax-2/) but no way of creating the initial liability (i.e. the amount due). So when you create the payment bank transa...

We had two identical invoices to the same customer over a two month period and the customers payment came in just after the second invoice was created. The payment was applied to the newer invoice. Support have told me that the matching rule isn't...

Currently I have to choose 'Other' every time I make a payment by Direct Debit and then have to type in 'Direct Debit - it adds to the time of inputting and puts me off recommending Kashflow to anyone as I am sure there are software packages out t...

We wish to take integrated card payments from KashFlow but there seems to be no way of KashFlow adding a preset percentage surcharge for customers paying by card. I have to manually raise a new invoice each time for the surcharge and then get the ...