Help us improve

Multiple reminder letters actioned at once

At present I am only able to send reminder letters one at a time. It would be helpful if I could send them by ticking the boxes much like a batch payment.

I would also appreciate being able to send invoices directly to accounts depts and quotes to customers etc

Such as -
Katie (Maintenance Manager) for XYZ Properties recieves quotes and if she is able can click on the quote to agree this so work can be started immediately
Liam (Accounts Dept) for XYZ Properties recieves the invoice directly instead of relying on Katie (Who has forgotten on several occasions) to pass on the invoice

Liam could then click on a link to say he recieved / sent payment and I can then cross check this against my bank as I already do. This is because on occasion I have missed payments.

Should they not pay then automatic selection of reminder letters would also be helpful as I cannot recall whether 1, 2 or 3 has been sent.

Thanks
  • Guest
  • Jan 10 2017
  • Acknowledged
IRIS KashFlow / Uncategorised
  • Jan 10, 2017

    Admin response

    Hi Simon, Firstly, have you tried using the Automatic Credit Control feature in KashFlow? This will automatically send out remind letters for you without you having to do this manually. This can be accessed in Settings. The second issue that you refer to involves adding multiple customer contacts for different purposes. This is a highly requested feature from our users but is not something that we are currently planning to implement. The only solution to this at the moment is to manually adjust the recipient address when sending the quotation or invoice. Many thanks
  • Attach files
  • +2

Related ideas