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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 2 years ago in IRIS KashFlow / Customers 0 New

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 2 years ago in IRIS KashFlow 0 New

Send customer a link to an online invoice so we can track if it has been seen

Sending PDFs by email isn't great as there's no way of knowing if the customer has seen them (or if they've ended up in spam). Other invoicing software allows you to send a link to an online version of the invoice so you can then see if a customer...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

remove or tailor the "time out" option , private computers do not require it and finding you have been locked out

see my request (#378733) due to a timed out hours of work had to be redone
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow Customers to pay by direct debit instead of credit card

Direct debit is far more efficient than credit card as a payment method. This has long been proven in UK, is more flexible, safer and more efficient with more successful results. Under increasing legislation and security, Card issuers are declinin...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Future Consideration

Search Invoices for multiple criteria

I am an ex freshbooks user and found the search function very useful the kashflow one should be like this
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Money owed balance

Hi There seems to be a slight issue with the 'money owed' line on the dashboard. The totals work out fine except it seems a couple of flaws- 1. It does not take into account unpaid VAT from the previous quarter it only seem to calculate what is sh...
Guest over 6 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Nominal Ledger: optionally display only codes which have transactions.

I would like to have a list of transactions arranged by transaction code, but only including those codes where there are any transactions to report. The first page of the Nominal Ledger report setup allows me to choose which codes to include in th...
Guest over 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

Collect Billing Address on Stripe

Recently I had an issue where the company address (which I invoice to) was different to their card billing address which caused payments to automatically fail. It would be a good idea to collect the Customers Billing or Card Address when processin...
Guest almost 9 years ago in IRIS KashFlow / Partner Apps 1 Acknowledged

Ability to add HTML Links to invoice notes section

Ability to add HTML links to the internal invoice notes like: <a href="pageurlhere" target="_blank">URL</a> Currently it just outputs as plain text.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New