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 present it is not possible to generate a delivery note for part of an order without copying the invoice, deleting the bits that aren't shipping at that time then deleting the invoice. What is needed is the ability to specify quantities of each ...
consider importing invoices flagged as "unpaid" in WHCMS as well with the integration module, only paid currently imported.
Please consider importing invoices currently flagged as "unpaid" from WHCMS into Kashflow as well with the current version of integration module. Currently only paid invoices are imported.and the benefit of seeing "money owed" in the Kashflow Acco...
Following the new MTD legislation what is happening for companies that are registered as a group with HMRC for VAT purposes?
We need to be able to submit multiple companies as one VAT return to HMRC.
Is there a way to link the companies so inter-c...
Vicky Vater
about 6 years ago
in IRIS KashFlow / Other
1
Future Consideration
Upload VAT report direct to IRIS openspace for client approval
I thinking it would be go if we could upload the VAT detailed report to IRIS openspace direct from kashflow, at the moment I have to save it as PDQ then log into IRIS opensapce to upload the detailed report for approval.
Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters
: "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.
Add the VAT rate to the UK VAT report as occassionally invoices are included in error.
As VAT MOSS invoices have various rates from 19% to 25%, occassionally the invoice settings are incorrect and the invoice gets included in the UK VAT report in error. Having the VAT rate shown in the report for Box 1 would easily show these errors...
Allow Customers to pay by direct debit instead of credit card
Direct debit is far more efficient than credit card as a payment method. This has long been proven in UK, is more flexible, safer and more efficient with more successful results. Under increasing legislation and security, Card issuers are declinin...