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Invoicing & Quotes

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Vat and exporting outside the EU

Where a customer is based outside the EU, I do not charge them VAT and have ticked in their profile "is based outside the EU". However, I came across an issue with your invoice calculations! I have some items I sell in bundles of 4, with a discoun...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

request read receipt when emailing invoices or an activity log to see how often emails have been viewed

This would help identify if a customer has read the email. Therefore they can't say they haven't received it. It would benefit the Kasflow user as they can be sure the customer has received the email and see they have viewed it. This would help av...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make inserting comments and line items easier

Adding is easy BUT I create quotes/invoices with lots of information including multiple line items and comments. Please PLEASE make it easier to add/insert line comments and line items using arrows or and "Insert" function. At the moment, they add...
Katrina Boydon over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add ability to enable or disable automatic credit control on repeat invoices

I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...
Russell Chesler over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Could we have a read receipt on emails sent?

Let's us know if client has received/read the email. Helpful when emails are going to a clients Junk email and they just delete their junk without reading it.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Accidentally deleted invoices to be retrievable.

Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

The ability to search invoices and do reports using an internal 'job number' or 'order number'

Sometimes in our business we need to search how many invoices or value (£'s) we have raised for one 'job', many of our customers have multiple sites. I would like the ability to use an internal reference number to report per job.
Louise Saunders over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Printing purchase/sales lists

When printing an overdue purchase or sales list, selecting "100 items" and printing does not take into account the second or third page which means having to print 2 or three separate lists for what should be compiled onto one list. Please amend t...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Creating purchases/sales invoices

The KF number used to be given once the purchase has been put on, this was a better system because there is no way of someone forgetting to save the invoice whilst thinking they have put it on (you only get a ref number once you have fully complet...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New