Help us improve

2 Vote

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...

Created 13 Dec 14:27 by Gethin Davies

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

Created 09 Dec 18:20 by Ayshea Hay

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...

Created 06 Dec 15:04 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.

Created 28 Nov 21:52 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

multi companies feature

hey. It would be great if you could add a multi companies feature that allow user that have more than one company to switch between them. Cheers. Ants.

Created 21 Nov 13:54 by Guest

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
1 Vote

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?

Created 15 Nov 17:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

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

No description provided

Created 15 Nov 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
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
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. .

No description provided

Created 12 Nov 17:19 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New