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My Ideas: Invoicing & Quotes

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Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Column for Consumer Price on Invoices

KashFlow needs to be able to show a column on invoices specifying the consumer price of the product. At present when we invoice our customers (shops) for a product at say €10 - this is OK and shows on the invoiceBut then the invoice must show the ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

MARKING INDIVIDUAL ITEMS ON AN INVOICE AS PAID / UNPAID

Hi The nature of our business is such that we produce a monthly invoice to our customers detailing numerous items. The nature of the payments being made is such that they can be at varying times and sometimes completely missed and have to be chase...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Remove product column from sales invoices

Clients have said this is a nuisance when they don't have products.
Kerrie Moore about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting
David Evans about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Be able to view and print a deleted invoice or restore the invoice

Accidents happen and something needs to change to be able to rectify the error
Emma Ransom over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement