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My Ideas: Invoicing & Quotes

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After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...
Bob Greaves 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Better invoices

Can we have better editing options for invoices: Sales codes as headings with items underneath so you have items set in different categories so clients can see the break down easier for each sales code.Discounts in the bottom Total/Vat Invoice tot...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...
Rich Mellor 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Use custom fonts in PDFtheme.

This would allow us to personalise the invoice further to be on brand with our business rather than having to use one of the default fonts.
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove the option to copy and delete invoices.

This is crazy and should not be an option, I really need to have these removed as people always go for the easy way to do things and then we end up with changed or deleted invoices.
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Date Substitution - issue date plus offset

A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
Marcus Cripps about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New