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Need interim invoices

Very important - Need a function to do interim invoices. I quote customer, then give them a deposit invoice, then an interim invoice, then final invoice.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Bill of Materials / Works Order Report / Template

The ability to turn a quote or estimate into a bill of materials / works order. This would take your quote / estimate, then turn it into a BOM / Works Order which will remove the costings, so you could then print this to a) send to wholesalers / s...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Automatic saving to Dropbox

Saving every invoice to a dropbox account one at a time is very cumbersome, especially when multiple repeat invoices are generated. It would be very useful to allow all invoices to be automatically sent to the linked dropbox account upon creation/...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Password reset

Give accountants back the power to reset clients passwords and memorable words, as since the removal of this feature more time is taken to explain the lost password feature to clients. After all we are selling YOUR product and are the first poi...
Guest about 5 years ago in IRIS KashFlow Connect / Settings 1 New

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous about 1 year ago in IRIS KashFlow / Customers 0 New

Apply part amounts to payment on accounts

If say you had an amount pre paid by a customer of £6000. You post as a PA (creditors a/c) a month or so later, you raise the invoice but for only part of that amount £5500 - why cant you allocate this to the PA leaving the £500 o/s?? You can easi...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Option to add our company bank details to customer statements

Some customers find it easier to pay us from information on their account statement. Would be helpful to be able to add this facility to our statement in addition to invoices.
Guest about 7 years ago in IRIS KashFlow / Payments 3

Bank details

There is very little bank details that can be stored as standing data within Kashflow, as a minimum we need to be able to put account number and sort-code. Additional information should really be SWIFT code and IBAN number, overdraft limit and ren...
Guest about 7 years ago in IRIS KashFlow / Bank 1 Acknowledged

Include 'send statements' check box on Profile

This would be useful so it works in harmony with the new 'schedule statements' tab rather than all contacts receiving statements
Guest about 1 year ago in IRIS KashFlow 0 New

Archive clients

We would find it useful to be able to archive clients that are no longer using Kashflow. We would still have access to the data and continue to use a credit to keep them on our system but not have them on our client list. This would be useful for ...
Guest about 1 year ago in IRIS KashFlow Connect / Clients 0 New