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2 Vote

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...

Created 20 Jan 11:17 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...

Created 11 Jan 17:47 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...

Created 08 Jan 16:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
1 Vote

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...

Created 15 Jun 15:55 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...

Created 15 Jun 11:55 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...

Created 02 Jan 12:12 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
2 Vote

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.

Created 12 Dec 12:29 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...

Created 29 Nov 13:52 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
2 Vote

To have the function to send multiple copy invoices on one email

This would be helpful when a customer requests multiple copy invoices and they can be sent altogether.

Created 28 Nov 11:39 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...

Created 16 Nov 14:05 by Guest

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged