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2 Vote

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...

Created 07 Mar 15:49 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!

Created 15 Jul 15:36 by Debra Woodward

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Email templates- spacing between paragraph

No description provided

Created 14 Jul 13:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.

Created 12 Jul 16:19 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...

Created 09 Jul 14:09 by Carey Hall

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top

Created 06 Jul 07:51 by Steve Prosser

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.

Created 31 Jan 11:45 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping

Created 31 Jan 11:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Already exists
2 Vote

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.

Created 28 Jan 00:37 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...

Created 24 Jan 17:34 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement