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Starter Pack - Allow Custom Email Templates

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...
Rich Mellor 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2nd email address in My Profile

So 2 people will be notified when a customer's invoice is overdue and when an IrisPay payment is made.
Guest 8 months ago in IRIS KashFlow / Other 0 New

Marginal Rate VAT

Could you add a feature to deal with sales under the Marginla rate VAT scheme
Guest over 7 years ago in IRIS KashFlow / Reports 1 Acknowledged

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Customer Contact Number & Email on Packing Slip/Invoice

When you book in deliveries a contact phone number is usually required. It would be very helpful if this phone number was visible on the Packing Slips.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Ability to Import Mileage Records via CSV

Currently, KashFlow allows users to export mileage data to CSV, which is great for reporting. However, there’s no option to import mileage records via CSV, making it very time-consuming to log regular or historic trips manually, especially for sel...
Guest 3 months ago in IRIS KashFlow / Reports 0 New

Remove the Overview screen for users.

Remove the option for basic or other managers to view the overview screen on customers and suppliers.
Callum Goldthorpe 3 months ago in IRIS KashFlow 0 New

Individual Price Lists for Different Currencies

We have set price lists in three currencies for all the products we sell. Ideally, if a customer is chosen that uses that currency, the price in that currency for the items purchased should appear on the invoice automatically.
Guest almost 9 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

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 almost 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 almost 9 years ago in IRIS KashFlow / Customers 0