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My Ideas: Invoicing & Quotes

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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 ...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 about...
G B about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 cha...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 th...
Alan Morton about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 ...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged