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IRIS KashFlow

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Repeating items per page in custom PDF themes for invoices

When creating custom PDF themes for invoices I would like some elements to repeat for each page, a bit like a background but actually part of the flow of a page. For example I want to display [LOGOFILE] and [SENDER_ADDRESS_MULTILINE] on each page,...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Print Invoice (No Logo) Email Invoice (Logo)

When we print an invoice for a customer we use our own letterheads and therefore would like the option not to include the Logo saved in Kashflow. at the moment the logo will print out on the email version and the print (hard copy version). I would...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Have finally settled on using Insightly CRM. Would be great to see integration with Kashflow.

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Andy about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Multiple payment options in invoices

I use Paypal as one of many options to get paid by my clients. I love that I can have a 'Paypal' button in my Kashflow invoices. However, I also wanted to show my customers that they can pay me be Go Cardless too. It would be great if I could have...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bank reconciliation - imports for subscribers to a service

Hi, We have changed to the new interface and enabled bank imports, we even got it to work. However it was a major dissapointment for us as it completely lacks what the ability to link bank with KashFlow should provide. We have customers who pay a ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox,

An option to select a number of invoices/quotes etc by ticking a box and then pressing send to dropbox, this would be less time consuming. Also the ability to save reports such as aged debtors etc to Dropbox would be very beneficial. Thanks
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

VAT e-mails showing VAT payment date which is causing worry

On the e-mails sent by KashFlow once a VAT Return has been accepted by HMRC it is stating that the liability must be paid by 7th of the month. This is causing confusion for clients where a Direct Debit is in place where payment will be taken betwe...
Guest almost 6 years ago in IRIS KashFlow 0 Acknowledged

To be able to create a user with read only access to the software

I need to provide access to a client company's auditors and would prefer that they unable to make any entries or changes by mistake. I appreciate that most businesses using KashFlow may not be subject to audit but there are no doubt other situatio...
Guest about 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged