Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

Have "Batch Payment" button on Customer Screen

At the moment you can only post batch payments by going into the invoice screen. It would be smoother if you do it from the customer screen, as then you can see the outstanding invoices for that customer then post a payment against some of them.
  • Attach files
      Drop here to upload
    • Heather Mellersh
      Reply
      |
      Dec 4, 2017

      Absolutely - should be there, same issue as Batch payment in Suppliers

    3 MERGED

    Add a 'New Batch Payment' button to the top of the Customer details screen

    Please can we have the 'New Batch Payment' button added to the top of the details screen for a Customer. We don't always know what invoice numbers a batch payment refers to, so have to look up transactions on the Customer screen before adding the ...
    Rich Tapper almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged
    2 MERGED

    Add extra - New Batch Payment Button

    Please could you add extra - New Batch Payment button in customers tab would streamline the process of allocating batch payments At present if you see a payment into the bank from a customer you go into customer to allocate it only to find they a...
    Paul Cane almost 6 years ago in IRIS KashFlow / Payments 0 Acknowledged