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Invoicing & Quotes

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interest charge on overdue invoices

the old kashflow version would show on an on overdue invoice how much interest could be charged. Because the amount changes daily it was very useful. Be great to have it back.
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to add HTML Links to invoice notes section

Ability to add HTML links to the internal invoice notes like: <a href="pageurlhere" target="_blank">URL</a> Currently it just outputs as plain text.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have option for longer timeout.

I have found while working on Kashflow Accounting an instance where i have stopped working on invoices to do some other related thing in the office then come back to Kashflow. A problem occurs where i have been timed out but there is no warning of...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic Sending of Invoices

Hi There I would like to suggest a simple facility that will send invoices as soon as they are raised, I thought this feature was already available until I checked today and it isn't. Simply put, what is required is that when an invoice is created...
Rob Lucas over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...
Ben almost 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

Customer telephone and email details on quotes and invoices

To increase productivity
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists