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My Ideas: Invoicing & Quotes

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An easier way to mark invoices as paid in bulk

I run a dance school so will be sending out lots of small value invoices each month. Currently around 150 but hopefully that figure will be growing. Rather than going into each invoice individually it would be much easier to tick them all on the l...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Sales Code and project to be seen in invoice view mode

Sales Code and project name seems to be seen only when creating/editing invoices. I would like to see them also in view mode. when I check how i raised an invoice it is information i want to be able to see without needing to click edit or copy whe...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create Sales Code - Managing Stock Level does not expand scroll bar on laptop

When creating or editing a sales code on a laptop screen, if you tick the box to manage stock for this item, the window expands down in the browser, but the scroll bar does not expand making it impossible to access the Update button at the bottom ...
Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Multi stock - one end product

Problem - I buy in Products (jams, Biscuits etc) and then make them up in to a Hamper and sell the final product, I would like to add a hamper to an invoice with just the final price, but make the system remove 1xJam 1xbiscuits etc from the stock
Heather Welsby about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotes - Total added at bottom isn't helpful if it includes everything.

Can the total of quotes at the bottom of the quotes overview page be for quotes won, rather than all quotes whether won, lost or still in negotiation? I don't think it's useful if it's displaying a total on items marked Lost ...
Brian Carbin about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Credit term syncing on invoices

One of my clients has suggested that he would benefit from the credit terms he sets on the invoices to show at the bottom of the invoice along with details of those terms on a customer/per invoice basis. We have had a conflict on some recent invoi...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Second currency pricing

We work with both customers buying in GBP and EUR. It would be great to have products listed under both price lists rather than having to manually overtype each product line on the invoices.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged