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Invoicing & Quotes

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Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Notes, Payments and Files - using tabs means it's harder to see activity at a glance

We are mystified as to why these are now separate tabs. In 'old' Kashflow, you could see them all on one screen... which is useful, for example, if the customer underpays, misses off VAT or sends notes to accompany a payment. Please would you cons...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Running total of Multi-month invoices and Annual invoices

I can quickly see at a glance the annual revenue for licences which helps me to forecast. This feature has always been included in the old version and so it prevents me from using the new because I rely on this feature.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sub Accounts for Different Projects

Our business offers multiple services and different people are responsible for the invoicing of these. It would be helpful if we could assign separate email addresses for the different facets of the business so that responses could go to the relev...
ceri jones over 6 years ago in IRIS KashFlow / Customers / Invoicing & Quotes 0 Acknowledged

Invoice Period Box

Be good to have invoice period box I run a business where we rent equipment on a monthly or quarterly basis so we run same invoices every month or quarter ie 1 machine rental £0.00 invoice Period August 2018 then repeat invoice following month 1 ...
Paul Cane over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Email log for invoices/purchase orders

Just as you would be able to see your sent items in Outlook, Gmail etc, it would be really good to be able to see the date/time/destination details for every invoice/purchase order sent out. Often I have to send invoices out on multiple occasions,...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Total Amount on Printed Reports

When you go to the Suppliers or Customers screen and view a transaction history, you have an option to print the view. It would be beneficial I feel to allow the addition to a total value field to be added to the end of the selected period your pr...
Ben over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CREDIT NOTES

The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes / Purchases 0 Acknowledged

Editable quote from customer page

You've recently updated the customer details area. In the 'Files' section at the bottom, you can Preview, Download or Delete invoices or quotes, but you can't click on them to edit. Instead, you have to navigate back to the Invoices or Quotes sect...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0