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My Ideas: Invoicing & Quotes

Showing 36

Send Invoices, Quotes, etc... via MS Outlook

Click a button in Kashflow to spawn a new email in Microsoft Outlook (with the PDF of quote / invoice, etc... already attached). Many fields can be automatically populated (send to email address, Dear CUSTNAME, etc... Other invoicing tools have do...
Ian Davis almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Record Lock for Multi-User

With your multi-user feature, is there any plan to introduce any sort of record lock that stops two users from amending the same invoice at once? Currently, two different users can access the same invoice, edit and make changes, and it is the us...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Delivery receipts on emailed invoices

A delivery email receipt would be useful to prove that emailed invoices have actually been received so there can be no dispute.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Will not implement

Add “undo” button to all invoice, purchase, etc., forms.

No description provided
Andrejs Bukins about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Billingual Invoices

Hi, I'm just wondering if there is any possibility to add the Arabic language to your system as we are working in the Saudi market and the VAT invoice should be in Arabic in addition to any other language. So do you think you can add an additional...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

to add interest automatically to outgoing invoices if theyre overdue

so currently I am emailing customers with overdue invoices and working out how much interest they owe id love it if I could set the rate of interest and time scale in which they need to settle the invoice so if this time scale was overdue that int...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Would like auto save rather than having to keep clicking at the top lost a whole quote the other day when the system crashed

No description provided
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement