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Customer Portal - Allow customers to login and view their invoices, statements and payment history

Allow customers to "login" and see their invoices/statements/payments as a "self service" - they can login and see their outstanding invoices (with payment links), download historic invoices, and see statements etc...
  • Phil Taylor
  • Jan 10 2017
  • Future Consideration
  • Jan 10, 2017

    Admin Response

    Thank you for your feedback on this functionality. We are currently looking at our multi user access permissions and will aim to include within this a read-only functionality to enable customers to login to view their details, statements etc. This is clearly a very popular functionality request and one that we will look at in more detail in the coming months. KashFlow Product Team
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  • Anonymous commented
    January 10, 2017 09:09

    We need this urgently

  • Phil Taylor commented
    January 10, 2017 09:09

    Daniel - this has been my whole experience with Kashflow for years too - they seem to focus on the wrong things (Like App Integrations with 3rd Party solutions you have to pay for) instead of focusing on what they need to (like the new REST API for developers, or the all-day-login session which took 2 years !!!)

    I shall be leaving Kashflow at the next financial year end. They were great, but now they are not.

  • daniel laughton commented
    January 10, 2017 09:09

    What is happening with regards to this feature its been a year

    i have a concern i have chosen the wrong software the integrations development has seriously slowed almost to a stop i have been looking at other competitors and companies like Xero are nailing it every comment or response on here seems to have gone no where or the excuse of it will take massive amounts of re-coding to make the changes :-( even for things that seem simple like adding extra decimal places........ i have noticed a serious down hill spiral since joining with iris and i have been using kashflow for nearly 4 years

    i rally don't want to have to change or train my staff again so i feel trapped

  • Anonymous commented
    January 10, 2017 09:09

    We have been asking for years for customer 'statements' to be available via the API -

  • Anonymous commented
    January 10, 2017 09:09

    It would be good to have an openspace button with kashflow to send invoices into openspace

  • katie commented
    January 10, 2017 09:09

    any news on this? freshbooks does this and it would save me lots of time resending invoices to customers who allegedly didn't receive them/speed up payment etc

  • Bea commented
    January 10, 2017 09:09

    I currently look after admin for the company and I waste a lot of time on this

  • Jose Manuel Senaris commented
    January 10, 2017 09:09

    This would be out of this world

  • Jose Manuel Senaris commented
    January 10, 2017 09:09

    It would be ideal

  • Diego commented
    January 10, 2017 09:09

    Good idea. Make life easier

  • lito commented
    January 10, 2017 09:09

    Small businesses need to be free from admin and concentrate in selling- which is what makes them survive in these difficult times

  • lito commented
    January 10, 2017 09:09

    Brilliant idea. Many times customers call me requesting copies of invoices, etc. quick books has this feature and it's fantastic. Kashflow should be better than quickbooks?

  • Guest commented
    January 19, 2017 16:24

    Ditto, feels like Iris bought the company from Duane and left it to rot.  Such a shame. If it wasn't so difficult to move they would have lost a lot of users to Xero I think.  In fact, if Xero happened to build an automated import filter...

  • Paul Long commented
    January 20, 2017 10:40

    Phil, I'd be really interested to know what alternative solution you are looking at.  I've done a bit of research because I'm fed up of not being able to have multiple contacts for a customer - a basic feature that is essential.  I'd like to keep many of the features of Kashflow but the integrations are pretty useless to me.  Automatic reminders is one of the key features I need and also how to get data transfer to a new provider.

  • Phil Taylor commented
    January 25, 2017 14:45

    Let me be clear as it looks like KF have been lying here. This was NOT proposed on Jan 10 2017, it was proposed way back about 3 years ago by me, but it looks like they have reset ALL DATES to be "January 10, 2017 09:09"

  • Matt Chatterley commented
    January 25, 2017 14:48

    We've been seriously considering building something like this out for some time. Might have to!

  • Demon Lee commented
    January 25, 2017 17:20

    This would be ideal for our Business as well, but I can't even manage to get Kashflow to allow a Delivery Address and a Site Address on a Quotation, Invoice, Statement etc....

  • Janet Rose commented
    January 25, 2017 18:42

    This would be extremely helpful.  It would save a lot of wasted time chasing late payers who cannot 'remember' what they owe or worse, those who argue about it. 

  • David Macharia commented
    15 Jan 11:31

    yes

  • Nichola commented
    05 Jul 16:01

    -#-#- Please reply above this line -#-#-

    Dear Kashflow (Julie Shepherd),

    We have received your request and this will be passed to our accounts team so that we can deal with this for you. We are committed to resolving every ticket as soon as physically possible, we encourage you to let us know if you have any additional concerns or questions by replying to this email. You will receive an email when any action has been taken on your ticket.

    If your enquiry is urgent please contact us by phone direct on 03333 660077---------------------------------------------------------------

    Ticket Details
    Ticket #: 11596
    Subject: Customer Portal - Allow customers to login and view their invoices, statements and payment history status has changed to Future Consideration
    Department: ACCOUNTS TEAM
    Status: Awaiting Accounts
    Priority: Medium ---------------------------------------------------------------

    Kashflow (Julie Shepherd)
    User - 05/07/2018 4:48 PM

  • Graham commented
    22 Aug 14:43

    This is a great idea. We consider moving to Freshbooks every month because they offer this facility.

  • Guest commented
    08 Oct 13:26

    and still nada. Think it may be time to abandon this slowly developed platform

  • james brent commented
    22 Oct 22:12

    really need this feature, but doesn't this feature helps the KF team to build the multi-user view only access first to accomplish this task ?, the below is what i just posted recently 

     

    I want our accountants to and other departments to great groups or atleast users with different permission 

    A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to clients requesting for payment

     sometimes some clients are big that i have to assign this client only to a client service manager who will be bale to not only sned quotes but also print invoices and send it to the clients he/she serves, i have 2 clients service agents who manage just 10 clients and i would like to give them access to these 10 client invoices and nothing else

    we now use 2 people resources where we download each invoice by the senior management cos we cannot give access to other members simply becuase if the invoices are deleted or edited in erorr then its GONE !

     i really need a fix and been asking this over a year, with new tax policy coming in soon I will have no choice but to move to zoho , quickbooks or xero

    i love simplicity of KF so i hope this is released before dec 2018

  • james brent commented
    22 Oct 22:14

    i cannot agree less with Daniel, never seen a SaaS company building such a great project and then getting deluded or mis-guided to the wrong path !!

     

    guys wake up , focus on main things , security, logs, view only, edit only, tagging users to view only certain clients invoices only etc. this helps client service managers to take some load off the accountants and not having to keep chasing the accountant if their client is asking to send an invoice urgently 

    i always hold my client service team responsible for sending quotes and chasing payments and if they cannot create single invoice or quote whats the point !!