Invoicing & Quotes | Help us improve

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

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Created 15 Nov 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

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Created 12 Nov 17:19 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New

2 Vote

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.

Created 14 Nov 09:23 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Already exists

2 Vote

Quotes & Invoices

Hi guys, Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices? Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT. Can you change it to...

Created 04 Nov 22:08 by Blue Personnel

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged

2 Vote

The ability to add expenses incurred as a line item on an invoice to a customer

It's quite common for expenses incurred to be recharged to an end client and currently in order to do this in KashFlow all of the information has to be re-keyed manually on to the invoice. It would be very useful to have an option to select expens...

Created 31 Oct 14:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged

Help us improve

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Filter by category

Ability to set a number of discount percentages for customers.

Statement adds all outstanding Invoices automatically

Drag & Drop documents to invoice & receipts.

multi companies feature

Allow users to create their own Quote Category

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

Automatic overdue invoice emails

Quotes & Invoices

The ability to add expenses incurred as a line item on an invoice to a customer

Filter by status

Filter by category

Identify yourself with your email address

Ability to set a number of discount percentages for customers.

Statement adds all outstanding Invoices automatically

Drag & Drop documents to invoice & receipts.

multi companies feature

Allow users to create their own Quote Category

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

Automatic overdue invoice emails

Quotes & Invoices

The ability to add expenses incurred as a line item on an invoice to a customer