Invoicing & Quotes

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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 over 1 year ago in 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?

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

1 VOTE

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

1 VOTE

Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.

A Liptrot over 1 year ago in 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 -...

Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

We need the ability to delete Products from sales invoices

My client does not use 'products' and I do not want products drop down boxes in the middle of all my sales invoices when we do not use products. Apparently at the moment this box cannot be deleted from the sales invoices.