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Invoicing & Quotes

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I want to be able to create a ‘Payment Receipt’

If you go to ‘Settings’ under ‘Configurations Settings’ select ‘Email Templates’. Select +Create. I want to be able to create a ‘Payment Receipt’ template to attach a PAID Invoice which I would send to my clients for their records.You will note it...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

default sort order on purchases and invoices by creation date

I constantly have to double click on the invoice/purchase date to get the most recent to the top when viewing customers/suppliers. It would be ideal to be able to default that search order.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Copy PDF Themes for multiple logo's to show for different sections in one business.

I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

add a option to allow photos to be added to quotes and invoices

be able to add photo to quotes and invoices
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To display purchase order number on sales page

Have more similar options to the sales(invoices) display as with quotes.For example: On the quotes page you can see the quote reference number displayed. However on sales you can’t see any reference number other then the invoice number.Also when c...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Repeat invoice end warning email

When a repeat invoice comes to the end of it's planned term, Kashflow should send an email or flag the invoice as requiring renewal or cancellation/archive. Currently annual invoices or monthly invoiced annual invoices just end.
Dominic Pascal about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Webfont support for invoices etc

Simple one - support webfonts so i can make invoices etc look the same as all my other branded materials. Its great that templates are css/html based so i can customise but i'm limited to 5 fonts, as a designer my brand materials matter. adding we...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 5 Acknowledged

Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged