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Invoicing & Quotes

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Additional Date Substitutions

It would be great to have some more date substitutions for the repeat invoicing facility. We use the monthly formula already. We have clients who we invoice weekly , so to have the week numbers on would be beneficial as well within the invoice des...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

signature on invoice or quote to except work

would it be possible to add a signature box on an invoice and quote, so that the customer can sign to except that they are happy to pay or except a quote
lee price about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Discount Adaptability

Would it be possible to add adaptability to the discounting feature in the invoice module? for example I might want to discount on a per line item basis or on a per invoice basis whereas at present I can only change the customers discount globally...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Punctuation demarcation

We were wondering if there is going to be a fix for the punctuation demarcation that is now required when sending invoices to repeat customers where we have more than one email address i.e. ukaccounts.payable@xxx.com , jo.bloggs@xxx.com Previously...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 over 4 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 over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 over 7 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 over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Date range on main invoices screen

It would be handy to have a date range option on the invoices screen
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New