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1 Vote

You already have "Invoice Filename Format" How about "Quote Filename Format"?

In the Advanced Settings Area, you already have the option to set an Invoicing Filename Format which is great as it saves you from having to type the same thing over and over again. How about a Quote Filename Format too?

Created 19 Jan 04:28pm by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Reminder letters allow invoice date text substitution

On the reminder letter there is no way to put the actual invoice date. It would be a good idea to put the invoice date as well as the due date.

Created 10 Jan 09:34am by Guest

IRIS KashFlow / Invoicing & Quotes

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2 Vote

The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...

Created 10 Jan 09:34am by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Functionality to allow a download showing the "discount" bucket in the recurring invoice

No description provided

Created 10 Jan 09:34am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Ability to change invoice notes (or template) depending on payment method

I'd suggest that the system should allow for additional information to be added to the invoice based upon the payment method.At the moment if the payment will be taken via DirectDebit through GoCardless, all that's added is a "PAID" stamp. I think...

Created 10 Jan 09:34am by Guest

IRIS KashFlow / Invoicing & Quotes

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3 Vote

Why is there not a facility to produce repeat invoices in other currencies, other than just in Â£ sterling.

No description provided

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

a Preview button, alongside the Download and Delete buttons on the customer page when a file is added

If you add a file to an invoice you can Preview, Download or Delete.If you add a file to a customer there is no Preview option, which would be useful.

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Flag option for Invoices, Purchase Orders and customers

Flag option for Invoices, Purchase Orders and customers. If there is an issue with anyone of the above KF users will quickly be able to see and read associated notes.

Created 10 Jan 09:33am by James

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer

We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

Created 10 Jan 09:33am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged