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My Ideas: Invoicing & Quotes

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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 over 1 year 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 over 1 year 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 over 1 year 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 over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove product box when creating a quote

The product box is not necessary for our business, leading to a compressed description box. This would make the screen look less cluttered.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Final Demand Notice on Invoices

on our invoices we have "Overdue" when they are overdue for payment, it would be good if there was an option for it to say "Final Demand" when needed.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...
Ben wright over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New