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Optional Payment by credit card

We are a financial services organisation and do not want to offer credit card payments as a matter of course, but would occasionally frind it useful to offer it at our discretion for small value transactions.particularly as we deal with a number o...

Created 03 Dec 15:26 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add comments to bulk invoice import

Our business offers multiple products, and we use comments on invoices to act as titles in separating them out. For example: COMMENT AS TITLE Line item 1 Line item 2 Line item 3 COMMENT AS TITLE Line item 1 Line item 2 Line item 3 Unfortunately i...

Created 28 Nov 22:06 by Oliver Sherrington

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Don't duplicate PO number when Copying an Invoice

Hi, Please can you change the Copy Invoice function so that it either doesn't duplicate the PO Number from the old invoice into the new one or that it asks you - if there is PO Number in the original invoice - whether you want to include the PO Nu...

Created 27 Nov 12:17 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Non-printed fields in quotes / invoices.

It would be really helpful if there was an unprinted field for each line of a quote invoice. We build a quote from many different products from many different suppliers but don't let the customer see that detail. As an example a line item might sa...

Created 19 Nov 11:25 by Dan Roberts

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Ability to remove Product column from invoice

many companies don’t make a ‘product’ and so this column is useless to them. However it takes up space on the form when you are completing it. If it was removed we would be able to see the description etc more clearly because they would be bigger.

Created 15 Nov 12:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Layout Consistency between creating invoices & packing slips online & how they print.

The printed/PDF invoices and packing slips are great but when it comes to creating them the layout is totally different. Online, the invoice number is on the left whereas its on the right on the print outs/pdf. The customer PO online is between th...

Created 24 Oct 14:53 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Multi-user permission with Read / View Only user to certain clients only

I want our accountants to and other departments to great groups or atleast users with different permission A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to ...

Created 22 Oct 22:08 by james brent

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Quotation Follow up

To have a template or draft to send out at scheduled times to clients and a reminder to follow up

Created 20 Oct 09:00 by Dominic Scullion

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Access limitations to additional user

As is added access to a sales person, I don't want him to see reports section. Please make amendments so that we can limit access to any additional users.

Created 15 Oct 13:26 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Edit Invoice and update customer address

When editing an invoice - you are allowed to edit the customer address, whether they have a delivery address or not and there is also a button to "Update customer details". This is useful for reformatting paypal imports, where EVERY new invoice ha...

Created 15 Oct 10:21 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged