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Invoicing & Quotes

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When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided
Andy Harrold over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New