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Invoicing & Quotes

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signature on invoice or quote to except work

would it be possible to add a signature box on an invoice and quote, so that the customer can sign to except that they are happy to pay or except a quote
lee price over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.
Gary McDonald over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...
Andrea over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Copy Across 'Your Ref:' field from recurring invoice to live invoice

Hi, We run our membership directory business using the recurring invoices feature so that an invoice for the membership renewals are automatically created every year. However, when the invoice is created by the system it removes this and leaves th...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Pay Online button on Quotes

I would like to know if there is any chance to add the PAY ONLINE button on QUOTES. I would like to give my customers who sent a Quote this option, if they agree the price and T&C, to pay online straightaway from the Quotes. After payment I co...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Separate Net totals on invoice for different VAT rates

Where 2 VAT rates are used in a sale, the invoice should show the Net amount separately for each VAT rate rather than a single Net figure.
Peter Hogbin over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...
Phil Read over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 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