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Sales Order

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...
Guest about 9 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

Pay Online Button on Statements

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...
Guest about 9 years ago in IRIS KashFlow / Customers 0

Support Corporation Tax and Company Accounts filing

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...
Stuart Edwards 10 months ago in IRIS KashFlow / Reports 1 New

Adding MFA to the portal

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.
Guest 11 months ago in IRIS KashFlow 0 New

Automatically Apply Overpayments to New Invoices

If a client invoice is overpaid, the credit should be automatically applied to new invoices to that client.
Guest about 9 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

Integrate with Payatrader Payment Processor

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...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

The design is very poor

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...
Gary Newbrook about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Delivery Notes for Partial Shipments

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 ...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 0 Future Consideration

Digitally Sign Delivery Notes/Invoices

It would be of much benefit to us if we were able to have customers digitally sign delivery notes/invoices - either with a signature pad or using a mouse.We would then be able to email proof of delivery/collection notes straight to customers witho...
Guest about 9 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Run Multiple Companies from One KashFlow Account

We run several small businesses that require separate accounts and separate VAT runs - we would like to input them under one login and then run separate business reports, and then one overall performance report.
Guest about 9 years ago in IRIS KashFlow / Uncategorised 0 Part Released