Help us improve

1 Vote

be able to add another field to the invoices ie Job Number

to be able to search

Created 12 Oct 15:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Future Consideration
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
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
2 Vote

Include the customer's Account number at the top of all of that customer's pages.

For some aspects of double-accounting, or looking-up records during a telephone enquiry, or even just keeping an offline job-book, 'old' Kashflow had the customer's account number on the page. Now it's not there - to go back from the invoice to ge...

Created 22 Aug 14:38 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...

Created 17 Aug 08:43 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...

Created 24 Sep 19:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.

Created 02 Aug 08:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...

Created 23 Jul 11:33 by Rachel Nowak

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.

Created 17 Jul 10:14 by Guest

IRIS KashFlow / Invoicing & Quotes

2