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1 Vote

Need an additional tab for a quote

We provide quotes and then once agreed, convert that into a PO request which once complete convert that into an invoice so we need an addition tab for quotes. At the moment we keep having to change PO request to quotes in settings which is too con...

Created 10 Sep 01:12pm by stephanie nicholas

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Paypal Import and VAT registered businesses

At the moment, when you create invoices based on a PayPal import, we know that only one line is imported (blame it on the paypal API .as normal, rather than using the correct API...) Anyway, that first line always has the VAT rate set to 0% by def...

Created 6 Sep 10:47am by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Enable the product drop down box to show more than ten items

One of my client's has over 1500 products & many have a very similar descriptions, so as they type in the name only ten items show up at the moment, therefore they need to type the full product name in to select the product. It would therefore...

Created 4 Sep 05:32pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

When creating a new product within the invoice save the description & price as well.

When a product is added whilst in the invoice it only saves the code & name, it would be helpful to save the description & price as well. At the moment by saving just the code & name it takes more time & creates more work because y...

Created 4 Sep 05:21pm by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Add notes to repeating invoices

It would be good to be able to add notes to repeating invoices/purchases Eg, we have situations where customers are billed monthly, but the amount varies each month, so it'd be good to be able to create a repeating invoice (which isn't emailed aut...

Created 27 Aug 03:18pm by Paul Smith

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Fix to show the Top Line item in the list for of Invoices , Purchases, Journals, Projects, Quotes etc

Hi My primary screen is a dell laptop hence the screen is slightly shorter than a standard screen. I access KF in Chrome I have the resolution set to 1920 x 1080 with text magnified to 125% On the laptop even with the screen maximised t...

Created 21 Aug 04:04pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

To be able to enter letters on a customer invoice number

Some of our clients use letters after an invoice number, but Kashflow only lets you use numbers.

Created 16 Aug 08:14am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...

Created 8 Aug 11:35am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Reestablish being able to move additional invoice entries to a different position

When additing additional entries into an invoice, it is sometimes necessary to move them into a different position, either up or down, we used to be able to do this in the previous version, but I now have delete entries to position correct and re-...

Created 5 Aug 08:30am by Guest

IRIS KashFlow / Invoicing & Quotes

2 Acknowledged
1 Vote

Multiple versions of reminder letters

I work with both English and French customers, issuing invoices in £ and in euros. When it is easy to create multiple emails to accompany the invoice, it is not possible to do so with the reminder letters. I could of course write both versions on ...

Created 5 Aug 07:06am by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged