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My Ideas: Invoicing & Quotes

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0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging
Rich Mellor almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Add a Custom Field Capability to Quotes

How can we include custom fields on Quotes? We are about to move our Draft Invoicing to your system from our old system wholesale this month but we are missing the ability to include a 'Your Reference' field. I realise we could put it in the comme...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

EC Sales - Box 8 & E C Sales List Inclusion

I refer to my support ticket 433877, it would appear that Kashflow does not deal with EC Sales particularly well & you have to have a separate sales nominal for EC Sales - VAT registered client so the invoice is included in Box 8 plus an EC Sa...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Set Up A Direct Debit Linked To A Customer’s Credit Card

At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...
Adam Richards about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...
Adam Richards about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New