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3 Vote

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just abou...

Created 14 Jun 11:55am by G B

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

It would be good to be able to get more than one project showing on a sales invoice.

I need to invoice one customer for two different events and only want to send them one invoice, not two. I would like to get the project name to show on the invoice line when the invoice is created for printing. At the moment KashFlow does not see...

Created 6 Jun 01:12pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Being able to set payment terms on recurring invoices

We send monthly recurring invoices to clients which are set to 7 days terms. Any other invoices generated for clients are 30 day terms. At the moment we only have one option for terms which is set under the customer details. The single biggest ch...

Created 1 Jun 11:33am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Invoice Order Entry - default Sales Code from line entry above

We have a number of products (20 - 30) under a Sales Code. When entering an order the system demands input of a sales code for each line. An automatic default from the sales code above would save a great deal of time. Tabbing over the defaulted sa...

Created 1 Jun 10:55am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

I’d like to be able to select the image that I use for the paid stamp on my invoices

Hi I’d like to be able to select the image that I use for the paid stamp on my invoices; in much the same way I that can choose the image that I use for my logo at the top of the invoice. I’ve had clients and other Kashflow users suggest that ...

Created 22 May 10:30am by Alan Morton

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

editing of recurring invoices

Presently I cannot set up a recurring invoice as Kashflow does not allow me to alter the amount. As I have clients whom I invoice on both a monthly and quarterly basis it would be great if these invoices could be automatically generated in case I ...

Created 15 May 02:38pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add customer selection to the Invoices screen

On the Invoices screen allow selection of a invoices for a specific customer. When raising invoices I often need to refer to earlier invoices from the customer to check prices , what invoice relates to etc to insure that the latest invoice is cor...

Created 14 May 03:41pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Basic staff should not be able to delete invoices

We deal with alot of cash customers therefor I don't think someone who can input a sales invoice on the system be able to delete invoices as this puts the company and other members of staff at risk of monies going missing

Created 14 May 02:35pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

merge customers that change their name

We have a number of customers that start as individuals using their own name and, as they grow, they create a company. We would like to be able to merge these two identities so we can see their combined purchases.

Created 11 May 09:31am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email

Created 9 May 10:05am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged