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IRIS KashFlow

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Email Notifications - New Invoices

I am receiving a lot of SPAM! from Kashflow in the form of unwanted emails relating to the automatically generated invoices. I have an invoice that is created every day for our tills information to be entered. This side functions fine, however, ev...
Ben about 3 years ago in IRIS KashFlow / Other 0 New

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

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Andy Harrold about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

auto emails must show the company name

I have 20 clients on kashflow and occasionaly I get an auto email that alerts me to something and it tells me to log in to kashflow.......but it does NOT tell me which company to log in to. Then I have to seach every company to try and find out wh...
Guest about 3 years ago in IRIS KashFlow / Reports 0 New

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...
Guest about 3 years ago in IRIS KashFlow / Customers 0 New

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New