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Invoicing & Quotes

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Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...
Rich Mellor about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...
Ben wright about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.
Anonymous about 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 about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have the customer Default Sales Code available when raising invoice from "Invoices" option

Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...
A Liptrot over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New