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Invoicing & Quotes

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As sage the ability to copy information from the field above when posting items on invoices

When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Transaction Searching

Under Suppliers / Customers you can set custom search fields for the transactions to view, This area could be improved even more to make it 'Super Helpful!' by adding a simple number showing the total number of transactions returned in the filter....
Ben almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New