IRIS KashFlow

Showing 2964

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 over 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

34 VOTE

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 over 8 years ago in IRIS KashFlow / Customers 0

1 VOTE

Payment due dates on statements

Currently, customer statements do not show the payment due date for each invoice listed. They only show the invoice date. Customers may assume payment dates are 30 days from the invoice date shown on the statement. For us, and many other businesse...

Guest 3 months ago in IRIS KashFlow / Payments 0 New

2 VOTE

when adding new features, for existing customers change the message from "Let's make the most of your trial" (when I have had a subscription for several years now) to something like "Some great new features have been added. Let's make the most of them."

This saves customer and help desk time. By sending out the same messages to customers who are on a trial subscription and customers who already subscribe, then the customers who already subscribe are liable to contact the helpdesk to ask "has some...

Guest 6 months ago in IRIS KashFlow / Dashboard 1 New

1 VOTE

inventory control app with bar code / qr code scanner

As our business is eveloving I am realising that having an inventory control app is becoming essemntial. But I need this to be able to link directly to invoices and PO's. Very suprissed that Kashflow is not already onbord with this as it appears o...

Guest 3 months ago in IRIS KashFlow / Partner Apps 0 New

4 VOTE

Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...

Bob Greaves about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Direct upload of expense invoice on mobile app

Rather than needing a Dropbox account it would be good to be able to take a picture of the receipt and then upload on the mobile app.

Guest 3 months ago in IRIS KashFlow / Mobile Apps 0 New

31 VOTE

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 over 8 years ago in IRIS KashFlow / Uncategorised 3 Acknowledged

31 VOTE

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 over 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

30 VOTE

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 over 8 years ago in IRIS KashFlow / Uncategorised 0 Future Consideration

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY