My Ideas: Invoicing & Quotes

Showing 232

Split delivery notes

We don't always ship every item from an invoice in one shipment so it would be extremely useful to be able to show which items show on the delivery note. At the moment we have to raise multiple invoices.

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...

Steff Davies almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this

Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Allowing pop-up reminders when creating invoices/quotes

For example, we have a customer that lives in a remote area so when we make an invoice we would like to be prompted to add a "remote area shipping surcharge".

Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...

Jon Izbel about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

To add search function by sales type.

sometimes I want to show the accumulative sum of invoices issued by sales type. For instance we have 3 main types of sales - one is 3Duk, the other is 3dUS and architecture. If I want to know what the total productivity is for Architecture project...