Skip to Main Content

KashFlow Ideas

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

Status Already exists
Product IRIS KashFlow
Categories Invoicing & Quotes
Created by Guest
Created on Mar 5, 2017

The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the client automatically saving me logging in and doing it myself

  • Attach files
      Drop here to upload
    • Natasha Chryssafi
      Reply
      |
      Mar 16, 2017

      Hello

      Great news - you can set up recurring invoices in KashFlow for different frequencies of time. access the feature from Invoicing ? Repeat Invoices and set the duration of email at the bottom of the page.

      Thanks

      Natasha