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IRIS KashFlow

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Auto Assign

We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email a...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.
Guest about 8 years ago in IRIS KashFlow / Customers 2 Already exists

Aged debtors report with ability to include address details

Aged debtors report with ability to include address details so can pick up multiple customers at same address
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Multi site addresses for customers (drop down bar)

My customers are each responsible for multi sites so I would like the option of billing a customer and using a drop down bar to select the site/work address AND for that site address (not just one delivery address) to have a column within BOTH the...
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

the option for invocies to be landscape.

We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Change payment terms for suppliers

An option to change payment terms for all suppliers. The issued date, due date and payment date for all my suppliers is always the same but there is currently no way of setting this as a general rule.
Guest about 8 years ago in IRIS KashFlow / Suppliers 0 Will not implement

Page numbering to printable documents

I would like the option (in .pdf themes) to add a page number to printable documents (e.g. invoices) for when they run into multiple pages.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automated sending of payment receipt

Kashflow would send a payment receipt as soon as a payment is made to an invoice.
Guest about 8 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Within invoices and quotes an option to save to desktop button

Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Copy PDF Themes for multiple logo's to show for different sections in one business.

I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged