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1 Vote

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "

Created 16 Apr 08:30 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...

Created 15 Apr 09:47 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

VAT Date different to Invoice Issued Date

We frequently for VAT purposes (customers on a self-billing agreement for example) have to change the Invoice date once a customer has paid. This has a severe impact on our P&L reports and we can never rely on their accuracy. I think it would ...

Created 14 Apr 11:52 by Louise Saunders

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...

Created 04 Aug 15:57 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

in order to be able to use Kashflow, we need to be able to add our own invoice numbers and not "1, 2, 3 etc" as is automatically inserted by Kashflow.

We dont work on a customer account basis but each invoice is specific to different customers

Created 04 Apr 19:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow

Created 14 Jul 09:21 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Add a Column to Invoices (Come on give us that flexibility :0)

I would like to be able to have a column for the 'Size' of the garments that we sell because that's how it comes to us from our website provider Wix. Then this way I wouldn't have to add all of the Size details to the already busy details column b...

Created 11 Jul 15:44 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Net off part paid invoices on statements

At the moment part paid invoices are being shown as the total invoice on one line of the statement and the payment on another line, which could be a number of lines away, depending on the number of invoices and payments applicable. This at times c...

Created 30 Jun 07:26 by Gethin Davies

IRIS KashFlow / Invoicing & Quotes

1 Acknowledged
1 Vote

Increase the number of invoices it is possible to raise in a month for the beginner package

this would be useful for starter businesses as in some months it is necessary to raise more than just 10 invoices, especially as the limit of 10 includes credit notes. It is too large a jump from 10 invoices permissible per month to the next packa...

Created 13 Mar 08:13 by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
2 Vote

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...

Created 30 May 15:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged