Hi Tom. There are a couple of options for you. The best is to email support@kashflow.com and the team can explain in more detail. Good luck with your business!

Thanks, Duane – your very speedy response was much appreciated 🙂

Hi Nicola,

Enter [PERMALINK] in the email body and it’ll be converted to a link to the invoice. When they click the link it’ll show the invoice with the payment button.

Alternatively, just enter [PAYONLINE] and it’ll be replaced with a link direct to the payment page.

OK – you need to enable the system before you see the options to include / exclude. Should have looked a little harder.

It would be good to have some logic functions so that we can set-up rules that automatically capture the invoices we want to chase.

We’ll probably use it for now with the manual settings.

Hi Ed,

It’s already off-and-onable on a per-customer and per-invoice basis. We tried to make that clear on the set-up page but I guess we haven’t made it clear enough.

As for the other stuff – not yet. But, like everything in the software, it will be improved based on feedback.

– option to exempt certain customers. Some of our clients are super organised and don’t need chasing. More likely, we’ll be late marking their payment onto the system. Others pay us on a fixed day every month, so sometimes they pay a bit early, sometimes a bit late. We don’t want automated emails going to them.

– option on the invoice screen to exempt particular invoices. Sometimes we take preorders and don’t want to chase for something we haven’t sent.

– option to exempt invoices where the payment date is the same as the invoice date. This is usually our imported web sales. We don’t want to chase them. GettingPaid offers this and it is quite useful.

– option to exempt invoices under a certain value threshold. If there’s a balance on an invoice because of an exchange loss or rounding issue, we will be writing this off, and don’t want to chase for £0.01!

– Does this work with multi-currency? The invoices only send out GBP values last time I checked and we don’t want to chase for invoice amounts that aren’t familiar to the clients.

Yes, pretty much. But without the price tag.

You’re welcome!

Based on feedback, we’ve now added tick boxes to enable it for all existing customers/invoices. Too late for you, but hopefully helpful for others

Shame I had to go through all my pre-exisiting customer records, but it gave me a good excuse to look through each of their notes and re-evaluate each client.

Now firmly in place for all new customers – so beware!

Hmmm… this means I need to take greater care to mark payments received every day lest I send out some automated shitty letters when they are not warranted.