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...
At the moment, the new design layout lacks any access to the help and support pages, unless you can find a section of Kashflow which has not yet been changed to the New Design. Why make things harder to find what you need?
I love the automatic paypal importer, it saves me so much time! Stripe is an upcoming payment processor, and many people have started using it on their websites (me included). If we could have the same level of automatic transaction importing like...
customers being able to place an order via kashflow
I would like my customers to be able to place an order via a special link to kashflow. Customers would log in with their customer code, a list of the products that i sell with their unique prices for that customer would a ppear and they would clic...
I think that kashflow should intergrate with a text messaging service. This would be ideal for letting customers to know that their invoices are overdue, to let them know of special offers, or to remember to place an order because you are going aw...
When producing invoices it would be helpful to have automatic special prices for individual customers. We create around 60 invoices per day on a live basis each having different prices. It would be quicker if they were set up on the system already.
Ability for user to create custom reports using data available within his/her account (based on API). Sometimes you need to create custom report for your accountant. How much easier would be to define few custom templates and reuse them?As far as ...
I am an accommodation proprietor and we take deposits on booking. I think it would be great if we could set a timetable for multiple payments. So all my invoices therefore have two 'Due Dates'. The first would show only the deposit amount. At pres...