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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
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

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
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

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
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
1 Vote

Reset the monthly invoice count to the 1st of the month not subscription date

Instead of resetting the invoice count on the lower subscription levels at the monthly anniversary of the subscription date, reset it on the 1st of each calendar month. For example, this will avoid the situation where a company invoices on the fir...

Created 04 Jul 10:15 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Raising a 60% invoice from a quote

Our customers need to make a 60% payment so that we can get the products on order. We need a simple button to create an invoice from a sales quote to just show the % we need (for example 60% / 40%) therefore we don't want an invoice for the full o...

Created 03 Jul 09:55 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