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1 Vote

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...

Created 23 Nov 16:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Attach expense invoices to projects

I want to track the actual costs of delivering a project

Created 21 Nov 12:58 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...

Created 16 Nov 13:11 by Colin Smith

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

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

Created 12 Sep 08:57 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
3 Vote

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...

Created 10 Jul 13:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

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.

Created 26 Jun 16:39 by Kevin O'Neill

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

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...

Created 21 Aug 12:37 by Magda Glynn

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice

Created 13 Aug 12:40 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
2 Vote

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging

Created 02 Aug 09:55 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

1 New
3 Vote

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...

Created 24 May 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged