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Customer Portal

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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  • Guest commented
    15 Jan 10:10am

    Kashflow have been looking at this since January 2017. This would be an excellent idea to free up time and a great selling point against your competitors if they are not offering this functionality already.

  • james brent commented
    22 Oct, 2018 10:14pm

    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 !!

  • james brent commented
    22 Oct, 2018 10:12pm

    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

  • Guest commented
    8 Oct, 2018 01:26pm

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

  • Graham commented
    22 Aug, 2018 02:43pm

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

  • Nichola commented
    5 Jul, 2018 04:01pm

    -#-#- 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

  • David Macharia commented
    15 Jan, 2018 11:31am

    yes

  • Janet Rose commented
    25 Jan, 2017 06:42pm

    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. 

  • Demon Lee commented
    25 Jan, 2017 05:20pm

    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....

  • Matt Chatterley commented
    25 Jan, 2017 02:48pm

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

  • Phil Taylor commented
    25 Jan, 2017 02:45pm

    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"

  • Paul Long commented
    20 Jan, 2017 10:40am

    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.

  • Guest commented
    19 Jan, 2017 04:24pm

    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...

  • lito commented
    10 Jan, 2017 09:09am

    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?

  • lito commented
    10 Jan, 2017 09:09am

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

  • Diego commented
    10 Jan, 2017 09:09am

    Good idea. Make life easier

  • Jose Manuel Senaris commented
    10 Jan, 2017 09:09am

    It would be ideal

  • Jose Manuel Senaris commented
    10 Jan, 2017 09:09am

    This would be out of this world

  • Bea commented
    10 Jan, 2017 09:09am

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

  • katie commented
    10 Jan, 2017 09:09am

    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

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