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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

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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

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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. .

No description provided

Created 12 Nov 17:19 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

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2 Vote

only the DELIVERY ADDRESS to appear on all other documents

We basically want the BILLING & DELIVERY ADDRESS to appear on Invoices and only the DELIVERY ADDRESS to appear on all other documents

Created 08 Oct 15:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Remittance advice

It would be relay helpful to create a remittance advice for all the payments to one invoice rather that one by one as I deal with many suppliers and extensive amount of purchases. The allocation of payments on remittance advice would be appreciated.

Created 25 Sep 11:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.

Created 07 Sep 08:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...

Created 27 Oct 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...

Created 27 Oct 16:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached

Created 05 Sep 07:24 by Lloyd Naylor

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

Ability to remove £ signs on invoice for net and vat totals.

£ signs on the two lines are not needed as the final total has a £ sign. In my case, they are not in line with my "house style". Must be the same for many others.

Created 31 Aug 13:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged