hi, We have a Kashflow account for a charity and one of the problems we have is that we have over 100 donations a month and they come in by standing order. Its quite a laborious task entering the payments for these every month. My question is ''Is it possible to have a tab that says 'include a payment with this repeat bill' in the repeat billing page ?'' As the customers not only donate but also have costs we have created 2 'customer accounts' for each customer and have set up repeat billing for each of them. So John Doe for example has a customer account called John Doe Donations and John Doe Expenses. This helps us separate what is a donation (therefore we can claim gift aid on these) and what is an expense for example when they attend a dinner and need an invoice for it. The problem is Kashflow is not geared for charities but we so like Kashflow that we are trying to work around it. I am interested to know of the experiences of anyone who uses Kashflow for charities Koshy Jacob
Hi Kojac89, We have lots of people using KashFlow for charities. Let me know if you need any help in getting set up. support@kashflow.com
Hi Kojac89, I would like also know the answer to the question you put to the forum. We have repeat billing for things like monthly/quarterly SEO analysis & reporting. If you get an offline answer I would be very grateful if you would post it here to share. PatrickJohnson, if you think you have the answer to Kojac89's problem, could you please post it here to share with the rest of the community. Many thanks, Nick Weavers
Hi Nick, This is a pretty old thread I'm pretty sure you can now include payments with repeat invoices. If you have any other questions then the best thing to do is email support@kashflow.com and Patrick, Efe, Daniel or Kiran will look after you.
