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Invoicing & Quotes

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Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

show net, vat and gross columns on invoice view

more info to hand with less clicks, helps to spot errors ideally would be able to choose columns we can see in invoice summary view
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged