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Invoicing & Quotes

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Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...
Martin Greig 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.
Jonathan Barnett 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

The ability to add the customer contact numbers & emails on the invoice template

For future contact direct from my copy invoice files, without having to go in to each individual customer profile
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoices to mobile numbers

It would be great if we had the option to send invoices to a mobile number as well as an email address. I find a lot of time emails go to junk, are missed or people generally do not always check their emails and the invoices can be missed or lost....
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New