My Ideas: IRIS KashFlow

When you book in deliveries a contact phone number is usually required. It would be very helpful if this phone number was visible on the Packing Slips.

We have set price lists in three currencies for all the products we sell. Ideally, if a customer is chosen that uses that currency, the price in that currency for the items purchased should appear on the invoice automatically.

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...

The "Pay Onine" button on invoices which links to GoCardless and other payment processors is awesome, but it's not available on Customer Statements! Obviously, if people owe you several invoices, it would be easier for them to pay you all (or sele...

HMRC and Companies House are withdrawing their free filing service for small companies from March 2026. It would be really helpful to those of us that have simple companies and do these things for ourselves if this facility could be integrated wit...

Our insurance provider is asking we should have this in place due to Kashflow being a internet portal and the risk to businesses being hacked.

If a client invoice is overpaid, the credit should be automatically applied to new invoices to that client.

It would be nice if KashFlow could integrate with payatrader. With Payatrader it’s easy to accept card payments. You can take payments online at your website, by telephone using the FREE Payatrader Virtual Terminal No separate merchant account nee...

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...

At present it is not possible to generate a delivery note for part of an order without copying the invoice, deleting the bits that aren't shipping at that time then deleting the invoice. What is needed is the ability to specify quantities of each ...