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1 Vote

Switch between invoice types

We have some customers that we invoice monthly by DD. However, we sometimes do additional work that the customers will pay via BACS. When this happens, I have to go to the customer record and change the pdf theme for the invoice. And afterwards ch...

Created 5 Aug 04:01pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

ability to remove cost of quote to provide information to a third party without the full cost showed

its not necessary for a third party to know what is being charged. The labour part is just a small part of the quote.

Created 3 Aug 11:05pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add a Custom Field Capability to Quotes

How can we include custom fields on Quotes? We are about to move our Draft Invoicing to your system from our old system wholesale this month but we are missing the ability to include a 'Your Reference' field. I realise we could put it in the comme...

Created 13 Jul 08:20am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Set Up A Direct Debit Linked To A Customer’s Credit Card

At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...

Created 5 Jul 05:27pm by Adam Richards

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...

Created 5 Jul 04:55pm by Adam Richards

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...

Created 1 Jul 02:39pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...

Created 29 Jun 09:38am by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...

Created 29 Jun 09:28am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...

Created 29 Jun 07:32am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...

Created 27 Jun 08:42am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New