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Invoicing & Quotes

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Don't duplicate PO number when Copying an Invoice

Hi, Please can you change the Copy Invoice function so that it either doesn't duplicate the PO Number from the old invoice into the new one or that it asks you - if there is PO Number in the original invoice - whether you want to include the PO Nu...
tom bancroft almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Pay Online button in Pro Forma invoices

We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...
Mark Thompson almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Mark invoices as paid in Kashflow Go app

Ability to mark invoices as paid in the Kashflow Go app, supporting on the go users.
Cheryl Jones almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Non-printed fields in quotes / invoices.

It would be really helpful if there was an unprinted field for each line of a quote invoice. We build a quote from many different products from many different suppliers but don't let the customer see that detail. As an example a line item might sa...
Dan Roberts almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to remove Product column from invoice

many companies don’t make a ‘product’ and so this column is useless to them. However it takes up space on the form when you are completing it. If it was removed we would be able to see the description etc more clearly because they would be bigger.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotes & Invoices

Hi guys, Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices? Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT. Can you change it to...
Blue Personnel about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to add expenses incurred as a line item on an invoice to a customer

It's quite common for expenses incurred to be recharged to an end client and currently in order to do this in KashFlow all of the information has to be re-keyed manually on to the invoice. It would be very useful to have an option to select expens...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Layout Consistency between creating invoices & packing slips online & how they print.

The printed/PDF invoices and packing slips are great but when it comes to creating them the layout is totally different. Online, the invoice number is on the left whereas its on the right on the print outs/pdf. The customer PO online is between th...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged