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33 Vote

Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...

Created 10 Jan 09:18 by Guest

IRIS KashFlow / Invoicing & Quotes

5 Acknowledged
1 Vote

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...

Created 15 Aug 08:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...

Created 09 Aug 08:57 by Martin Greig

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.

Created 08 Aug 16:20 by Jonathan Barnett

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...

Created 18 Apr 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

The ability to add the customer contact numbers & emails on the invoice template

For future contact direct from my copy invoice files, without having to go in to each individual customer profile

Created 01 Aug 11:56 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Invoices to mobile numbers

It would be great if we had the option to send invoices to a mobile number as well as an email address. I find a lot of time emails go to junk, are missed or people generally do not always check their emails and the invoices can be missed or lost....

Created 09 Jul 09:18 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...

Created 16 Feb 13:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add ability to link with Tradeshift or a PEPPOL as used now by the NHS invoicing system.

NHS are insisting on this form of electronic invoicing now.

Created 05 Jul 12:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
20 Vote

Show VAT inclusive amount on sold item on printed invoices (per line).

Before printing you can see item price, vat amount and total inclusive of VAT but when you print it for a customer they only see the ex VAT amount for each item. This is not good when using the invoices as sales invoices in a retail envronment.

Created 10 Jan 09:17 by Guest

IRIS KashFlow / Invoicing & Quotes

6 Acknowledged