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3 Vote

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...

Created 1 Aug 07:21am by Wendy Harvey

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

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 wan...

Created 30 Jul 01:57pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

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

Created 25 Jul 10:40am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
5 Vote

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 ...

Created 16 Jul 10:40am by Guest

IRIS KashFlow / Invoicing & Quotes

4 Acknowledged
1 Vote

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.

Created 9 Jul 06:44am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

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.

Created 2 Jul 11:52am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Products to appear on invoices

It seems a bit odd to enter all your products and use them when creating invoices and then they won't actually appear on the invoice itself. Meaning you have to then type what the products are into the narrative and therefore duplicating work. Is ...

Created 1 Jul 02:46pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Assigning Expenses to Customer Invoices

It would be great if there was a function to assign expenses incurred to customer invoices so clients can be reimbursed.

Created 25 Jun 07:48am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Credit Notes should NOT count against the Monthly Invoice total

On the "Starter" package, you are limited to "unlimited quotes & 10 invoices" but raising a Credit Note against an Invoice already created counts as *another* invoice against the monthly total. This is unfair, as you have already had 1 invoice...

Created 17 Jun 03:05pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Deposit invoice

We always ask for 20% deposit on new orders for new customers, i have to type this up in notes so the customer knows how much to pay for the deposit and then i have to send them another one with the balance on. Why cant this be an option to make i...

Created 17 Jun 12:49pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged