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Invoicing & Quotes

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A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Multi stock - one end product

Problem - I buy in Products (jams, Biscuits etc) and then make them up in to a Hamper and sell the final product, I would like to add a hamper to an invoice with just the final price, but make the system remove 1xJam 1xbiscuits etc from the stock
Heather Welsby almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotes - Total added at bottom isn't helpful if it includes everything.

Can the total of quotes at the bottom of the quotes overview page be for quotes won, rather than all quotes whether won, lost or still in negotiation? I don't think it's useful if it's displaying a total on items marked Lost ...
Brian Carbin almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Credit term syncing on invoices

One of my clients has suggested that he would benefit from the credit terms he sets on the invoices to show at the bottom of the invoice along with details of those terms on a customer/per invoice basis. We have had a conflict on some recent invoi...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Second currency pricing

We work with both customers buying in GBP and EUR. It would be great to have products listed under both price lists rather than having to manually overtype each product line on the invoices.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Billingual Invoices

Hi, I'm just wondering if there is any possibility to add the Arabic language to your system as we are working in the Saudi market and the VAT invoice should be in Arabic in addition to any other language. So do you think you can add an additional...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Would like auto save rather than having to keep clicking at the top lost a whole quote the other day when the system crashed

No description provided
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Plain text alternative for email templates

Currently if you send an invoice by email using a html template there is no plain text alternative included, this counts against you on most spam filters (e.g. spamassassin has the rule MIME_HTML_ONLY). Most online mail services e.g. mailchimp hav...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Payroll reference on Invoices and Purchase Orders

It would be useful to be able to reference the relevant payroll run / individual payee on the Invoices - with optional print capability
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged