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Invoicing & Quotes

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PDF themes, you do not allow more than one logo this should be improved so companies can add footers so they can incorporate accreditation's

Companies clients/customers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

EU IOSS VAT Scheme

So from 1st July 2021, the EU expects ALL businesses to register for IOSS and collect VAT according to the location of their customer - although this is strictly optional. Kashflow still fails to deal with sales from the UK to the EU correctly - w...
Rich Mellor over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Import unpaid invoices list to Excel

Currently you can only download to PDF
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

The ability to send more than one invoice in one email

The ability to send more than one invoice in one email
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

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

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
Debra Woodward over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email templates- spacing between paragraph

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

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Carey Hall over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New