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My Ideas: Invoicing & Quotes

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Allow "Automatically email to customer" to be ticked by default on recurring invoices

We frequently find we forget to check "Automatically email to customer" when setting up recurring invoices. For 2 reasons - it's a small option and easy to miss, but primarily it seems obvious that you would want this to happen, therefore you woul...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Deferred Revenue income as a deposit

I'd love the option to allocate an income as a deposit or deferred income so that's it's not shown as turnover and then have the ability to convert this to turnover at a future point.
Darren Evans over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

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Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

I suggest you develop a French Version of KashFlow

This will be very useful for the French speaking nationals and countries
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Increased functionality when subscription has expired

When a users monthly subscription has expired and their payment method has failed, why not allow the user to access invoice generation and credit chasing, plus continue to process scheduled invoices for at least a month. That way, they can be ince...
Aaron Foster almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...
Naheed Rehman almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Balk order & Call offs features

Was wondering if improvement can be made on both SALES and PURCHASE ORDERS (or QUOTATION) to eventually have possibility to: . Balk order & Call offs this tool to allow me manage bulk orders (my buyers contract for fruit puree and nectars ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

the option of Letters to be added to the invoice numbers also allowing us to facilatate a customers to settle the statement by card via phone, in the normal way.

It would be very helpfull to have letters as well as numbers for invoices a problem with your facility. We raised two invoices for a customer. We then went to statement. We obviously thought there was a facility at hand allowing us to facilatate a...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Could you introducing a feature to allow invoices to be saved, or marked, as drafts please

I don't always use the email function within Kashflow to send out my invoices, sometimes I prefer to write a personal email and attach the invoice downloaded from Kashflow. Therefore, I can't always tell at a glance in Kashflow which invoices have...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement