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Invoicing & Quotes

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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...
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

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 ...
Rich Mellor 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

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.
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...
Bex Aiken over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Use custom fonts in PDFtheme.

This would allow us to personalise the invoice further to be on brand with our business rather than having to use one of the default fonts.
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove the option to copy and delete invoices.

This is crazy and should not be an option, I really need to have these removed as people always go for the easy way to do things and then we end up with changed or deleted invoices.
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New