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multi companies feature
hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.
Created 21 Nov 13:54 by Guest
IRIS KashFlow / Invoicing & Quotes
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1
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Allow users to create their own Quote Category
I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Created 15 Nov 17:10 by Guest
IRIS KashFlow / Invoicing & Quotes
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Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy
No description provided
Created 15 Nov 16:20 by Guest
IRIS KashFlow / Invoicing & Quotes
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Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .
No description provided
Created 12 Nov 17:19 by Andy Harrold
IRIS KashFlow / Invoicing & Quotes
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Send customer a link to an online invoice so we can track if it has been seen
Sending PDFs by email isn't great as there's no way of knowing if the customer has seen them (or if they've ended up in spam). Other invoicing software allows you to send a link to an online version of the invoice so you can then see if a customer...
Created 29 Oct 13:37 by Guest
IRIS KashFlow / Invoicing & Quotes
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Add dynamic date fields to line item descriptions
When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Created 27 Oct 16:20 by Guest
IRIS KashFlow / Invoicing & Quotes
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Add currency options to recurring invoices
Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Created 27 Oct 16:17 by Guest
IRIS KashFlow / Invoicing & Quotes
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New
2
Vote
Ability to add HTML Links to invoice notes section
Ability to add HTML links to the internal invoice notes like: <a href="pageurlhere" target="_blank">URL</a> Currently it just outputs as plain text.
Created 20 Oct 13:18 by Guest
IRIS KashFlow / Invoicing & Quotes
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1
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Check box
desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Created 20 Oct 12:40 by Anonymous
IRIS KashFlow / Invoicing & Quotes
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Display Billing Country of Invoice
I want a report that shows the country for each invoice or sales, like int he activity report
Created 18 Oct 09:35 by Guest
IRIS KashFlow / Invoicing & Quotes
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