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My Ideas: Invoicing & Quotes

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To be able to enter letters on a customer invoice number

Some of our clients use letters after an invoice number, but Kashflow only lets you use numbers.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reestablish being able to move additional invoice entries to a different position

When additing additional entries into an invoice, it is sometimes necessary to move them into a different position, either up or down, we used to be able to do this in the previous version, but I now have delete entries to position correct and re-...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Multiple versions of reminder letters

I work with both English and French customers, issuing invoices in £ and in euros. When it is easy to create multiple emails to accompany the invoice, it is not possible to do so with the reminder letters. I could of course write both versions on ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Falkland Islands (Malvinas) needs to have reference to Malvinas removed (urgently please)

We have a customer in the Falklands and they have advised me that (Malvinas) which appears on the invoice alongside the Falkland Islands is most offensive to Islanders and the families who lost loved ones during the liberation against Argentina. I...
Wendy Harvey almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Separate 'Remove Qty field' from Invoices and Quotes in PDF Theme Options and per invoice/quote

It would be really nice if we could choose to 'Remove Qty field' from quotes and/or invoices in PDF Theme Options. At present, if you check the 'Remove Qty field from Invoices' box, it also removes them from quotes as well. Sometimes I might want ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Archive Sales Invoices

It would be useful to be able to archive invoices due to the data that they use on the system. My system is slowing down due to the number of sales invoices on the system and there is no function to archive sales invoices
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Quotes won and lost percentage

It would be useful to see a quotes won and lost percentage over a specific date range to monitor our success ratio.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Please could you add the option to put an invoice into Query.

It would be very useful to see this specific status at a glance, in the same way as you can currently see Paid/Unpaid/Overdue etc.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged