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My Ideas: Invoicing & Quotes

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Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Editing invoices - to be more user friendly

When you go into an invoice to amend something such as the company, there is an edit symbol next to the client name, for example; If you click invoices and search 12484 and select the invoice, then click the pen symbol next to the company name, ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Overdue Email Reminder

I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available. I don't want to use the automated system, because some of my customers just require m...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.
Michael Chadderz over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

New field: Original quote number on invoice

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…
Dan over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CLAIRE ROMANS Oct 26, 13:37 BST Hi can we put a quote on the system as a total cost and then invoice part of it leaving a balance amount still on the quote until we invoice the full amount?

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Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When issuing a credit note it should ask to receive stock to keep updated.

The stock would be updated without manual adjustment
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add CSV Importer Tool to Sales User Profile

I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices. But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Paypal import & VAT registered customers

In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged