Invoicing & Quotes

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1 VOTE

Being able to set payment terms on recurring invoices

We send monthly recurring invoices to clients which are set to 7 days terms. Any other invoices generated for clients are 30 day terms. At the moment we only have one option for terms which is set under the customer details. The single biggest cha...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Invoice Order Entry - default Sales Code from line entry above

We have a number of products (20 - 30) under a Sales Code. When entering an order the system demands input of a sales code for each line. An automatic default from the sales code above would save a great deal of time. Tabbing over the defaulted sa...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

editing of recurring invoices

Presently I cannot set up a recurring invoice as Kashflow does not allow me to alter the amount. As I have clients whom I invoice on both a monthly and quarterly basis it would be great if these invoices could be automatically generated in case I ...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Add customer selection to the Invoices screen

On the Invoices screen allow selection of a invoices for a specific customer. When raising invoices I often need to refer to earlier invoices from the customer to check prices , what invoice relates to etc to insure that the latest invoice is corr...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

CAN WE PLEASE TAKE OFF THE 'PURCHASE ORDER' ON THE MAIN INVOICE UNDER WHERE IT SAYS INV NO, DATE,DUE DATE, ACC?

No description provided

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Looking to add additional columns to Invoices page view

Able to get a clearer picture of an invoice from the main invoice page view. e.g. project column.

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Total Qty on Sales Invoices

Is there any way that we can get total qty displayed on the sales invoices?

Ergun Nalbantoglu almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Allow insert, duplicate and convert item/comment to line item/comment

When building complicated quotes/invoices I often have to drag new line items or comments from the bottom (they're only added at the bottom) to the appropriate place in the invoice. This is frustrating as it often takes several attempts to get it ...

Katrina Boydon almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged