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My Ideas: Invoicing & Quotes

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Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Carey Hall over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEED TO HAVE VAT REVERSE CHARGE APPLIED TO QUOTES

NEED TO HAVE VAT REVERSE CHARGE OPTION APPLIED TO QUOTES
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

payment online button added to pro-forma invoices

When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Removing individual unit prices

No description provided
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2nd Logo spot on sales invoice

It would be great to have the ability to add a second logo to sales invoices for Trade Association logo etc.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New