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Invoicing & Quotes

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Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Improve Workflow on Importing Paypal Payments

I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recharge purchases to customers

I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis
Alison Bryan over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Unpaid invoices view - extra field

The unpaid invoices view is printed for Directors information on a regular basis and is useful for debt chasing too. The aged debtors report is too many pages to print and I should like to customise Invoices Unpaid view. On this view we have: Invo...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICES ADDING UP INCORRECTLY

I find it really frustating when doing invoices that on most occasions when there are multiple quantities, the system addss the total wrongly. For example 2 x £2.50 on kashflow is £4.99. and 2 x £2.30 is £4.61 etc etc. You can override the total m...
Dave Harrell over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Be able to change all invoices of a certain amount at once.

We use kashflow for our gymnastics club so we have over 400 invoices going out every month for fees and annually for insurance. Every time the insurance or fees are increased it would be so helpful if I could change all invoices on mass instead of...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

PDF Invoice Theme and support for a Customs acceptable Commercial Invoice

With leaving the EU, Customs clearance invoices (Commercial Invoices) will become more prevalent if exporting. Currently Kashflow cannot produce Commercial Invoices. The additional information required is not part of a standard data set, and alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Posted Icon/check box

Definitely need a click box/icon to show invoices have been posted in the invoice lists rather than just the emailed icon.. Its hard to see if invoices have been sent by post or just not sent out without individually clicking into each invoice to ...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Repeat Invoices API

Can you make it so you can CRUD repeat invoices on the KF API please. You'd be +1 on Xero then.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Setting: Add a way to have the save and copy buttons not at the top of the screen but under invoices and quotes like they are on the legacy

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Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New