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Invoicing & Quotes

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Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.
Roger Miles over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Column widths for reports

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Enable more than 1 email address to be used when emailing out invoices/statements etc

Currnently an invoice emailed will only go from the email address used in the setup of the account, however if the book keeper or other wanted to email so that the 'account' holder was not responsible for receiving incoming mail or queries, you wo...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.
Kevin O'Neill over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add line at any point in an invoice/quote/purchase

At the moment, we can only add lines at the bottom, then drag up into place. This is fine for small invoices, but it's a real pain for invoices with a large amount of lines. The ability to add a new line below or above the current line would make ...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic update of due date on invoice when you update the issued date.

I rarely send an invoice on the day I start it as I do monthly batches. Many of our customers have awkward payment terms - 65 days, 75 after month end etc. When I send the invoices I update the issued date but have to then manually work out the du...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Magda Glynn over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New