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Invoicing & Quotes

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Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

payment online button added to pro-forma invoices

When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Removing individual unit prices

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

2nd Logo spot on sales invoice

It would be great to have the ability to add a second logo to sales invoices for Trade Association logo etc.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...
Andy Harrold almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

VAT Date different to Invoice Issued Date

We frequently for VAT purposes (customers on a self-billing agreement for example) have to change the Invoice date once a customer has paid. This has a severe impact on our P&L reports and we can never rely on their accuracy. I think it would ...
Louise Saunders almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New