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Invoicing & Quotes

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Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Attach expense invoices to projects

I want to track the actual costs of delivering a project
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...
Colin Smith over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add support for other cloud stores

KashFlow currently only supports Dropbox cloud storage. Could you add others such as OneDrive, iCloud, etc?
Martin Haigh over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...
Rich Mellor almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 Decimal point on vat rates for CSV import files

We have a vat rate of 13.5% on some items and we bulk import our invoices to kashflow on a daily basis when this rate is used the invoice will read 0.14 although the actual vat figure is correct the rate being displayed is incorrect 3 decimal plac...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Rolling over unused invoices on the basic package.

I have two accounts for different businesses. One account is used several times a week and I have a bigger package. One is used less regularly and is limited to 10 invoices a month. I tried catching up with paperwork the other day but used my 10 i...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New