My Ideas: Invoicing & Quotes

When creating an invoice, a) On the old design, drop-downs used a grey font if a sales code was actually a purchase code so it was easier to select the right option when creating an invoice / purchase order. b) On the new design everything uses th...

It's not user friendly the way it is.

We receive payments via bank transfer and cannot see a viewed option after we have emailed a customer's invoices. Can this be looked at?

When creating / editing a Purchase Invoice or Sales Invoice on the drop down for the purchase code / sales code, you can see ALL of the Purchase Codes and Sales Codes (whether you are trying to create a purchase or an invoice). This is confusing a...

Can it be developed so that recurring invoices can be "deactivated" or "activated" to be sent as a bulk action? In my scenario, I have over 200 recurring invoices which need to be switched off from automatically sending to clients. Currently this ...

It would be great if invoices from Autowork Online (https://autowork.online/) could be integrated with Kashflow.

Has anyone else noticed that sometimes when editing invoices, the lines are deleted - I sometimes have to refresh the page several times to see them. Also, when adding new lines or moving them, the product name sometimes goes blank. Even worse is ...

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...

Currently use the copy function for generating invoices - due to the fact clients like the month which the invoice is referring too, written in the purchase order section, i.e. July 2025, August 2025 etc Even though the invoices have dates generat...

This would be really helpful so quotes can be emailed to the sales team whilst invoices go to the accounts department.