Require ability to export (.csv); Customer Code, Payment Date, Payment Value as a report.If I can filter this by nominal code even better. Essentially the ability to export customer payments so I can reconcile them in a separate system.
kashflow indicates incorrect information when Gocardless dd is mandate is pending a second signature
I think there needs to be some indication in Kashflow that if a payment is not paid via dd through Gocardless due to second signature mandate being incomplete and dd is pending approval then the invoice should not show as paid in kf. .
Allow Overpaid Purchases to be ticked in batch payments
Overpaid invoices can not be chosen in a batch payment. This makes it awkward when clients are using the available credit to net off other purchases. An underpaid invoice appears but overpaid ones do not
And if you have more If there is a bank transfer to our for multiple invoices (say 5 out of a possible 7) then this can be applied to the relevant invoices for the customer. But you cant seem to do this with someone wanting to pay by credit card. ...
The Kashflow integration with GoCardless allows us to take payments for repeat invoices and mark them as paid automatically. Such a feature for Stripe does not exist and would be helpful for companies using it to process subscriptions and so on.
When a payment is received from a customer paying in a foreign currency, KF marks the payment in GDP £ for accounting purposes, however when sending remittance advise to the customer, the record should be in the foreign currency not GDP £ as it is...
We recently left WorldPay as we found their fees kept creeping up without notice. We have since joined Payment Sense, which is a fast growing card payment provider so I was surprised to see KashFlow doesn't yet have integration. It would be great ...
Create a link to send to customer to set up DD mandate
For some clients, they respond better to SMS or messages via WhatsApp and FB Messenger, so being able to send a link to them in order for for them to set up a DD mandate would be quicker for them and service providers.