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KashFlow Ideas

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

Changing the look of the Statement

We would like to use the Statement function on Kashflow but do not like the layout of the document - it looks untidy and quite unprofessional.  We would like it if possible if it could tie in with our Remittance template so we have a little bit of uniformity on our Kashflow produced documents.  Currently the statement shows a payment received column which is not relevant to us as we only produce statements to our customers that have outstanding invoices and want to show only outstanding invoices on the statement.    

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    Personalise statements

    It would be useful to be able to add bank details to statements. My customers can never find the details even though they are on the invoice so hopefully they may pay quicker if they have details!
    Nick Tunstill over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged