Invoicing & Quotes | Help us improve

Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.

Created 30 Sep 01:04pm by Guest

IRIS KashFlow / Invoicing & Quotes

3 Future Consideration

4 Vote

Show Construction VAT Reverse charge on Quotes

Why is it useful? Eradicates customer confusion as the quote would accurately reflect what will be invoiced. Who would benefit from it? Any business in the construction industry registered for VAT & CIS and using quotes within Kashflow. How sh...

Created 3 Mar 03:42pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 New

4 Vote

Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.

No description provided

Created 18 Jan 01:29pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New

1 Vote

Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...

Created 8 Sep 08:46am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New

8 Vote

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Created 19 Oct 01:43pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged

1 Vote

Add delivery address to invoice without having to have knowledge of html or css.

I need to add the delivery address to my invoices, but have little or no knowledge of html or css. I was advised by Kashflow Support to contact my IT Dept (we don’t have one). Apart from that suggestion they said they couldn’t help. Anyone else ha...

Created 1 Sep 08:45pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Planned

4 Vote

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...

Created 18 Aug 11:28am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New

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Changing wording on Reminder E-mails

Show Construction VAT Reverse charge on Quotes

Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.

Set global PDF Invoice theme for all customers

Pay in installments

Add delivery address to invoice without having to have knowledge of html or css.

CUSTOMERS INVOICE

Report Builder

Date range on main invoices screen

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Filter by status

Filter by category

Identify yourself with your email address

Changing wording on Reminder E-mails

Show Construction VAT Reverse charge on Quotes

Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.

Set global PDF Invoice theme for all customers

Pay in installments

Add delivery address to invoice without having to have knowledge of html or css.

CUSTOMERS INVOICE

Report Builder

Date range on main invoices screen

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.