Help us improve

2 Vote

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...

Created 18 Oct 15:24 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

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?

Created 18 Oct 15:16 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...

Created 04 Oct 13:10 by Christina Spencer

IRIS KashFlow / Invoicing & Quotes

0 New
7 Vote

Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...

Created 18 Jan 10:05 by Matthew Bott

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
7 Vote

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...

Created 07 Jan 14:22 by Jo Triner

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Better invoices

Can we have better editing options for invoices: Sales codes as headings with items underneath so you have items set in different categories so clients can see the break down easier for each sales code.Discounts in the bottom Total/Vat Invoice tot...

Created 26 Mar 10:28 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...

Created 19 Mar 15:38 by Rich Mellor

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...

Created 28 Jul 08:27 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
10 Vote

Allow Input & Ouput VAT entries on an Invoice to account for sales commission deductions

We have farming clients who recieve a self billing invoice from their customers (typically markets), which include the gross sale figure (usualy Zero Rated) less Commission on Sales deduction (usually Std Rated). To speed up the process of creatio...

Created 03 May 15:48 by Chris D

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.

Created 07 Mar 19:16 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New