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Invoicing & Quotes

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Auto save when creating invoices and quotes.

At the moment when creating large multi lined estimates/quotes the system can timeout before the user has pressed save so then all work is lost! I appreciate that we should learn to save regularly but when creating these estimates they can take a...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Searchable invoice addresses where amended

When an invoice address is changed for one specific invoice (eg. t/as and c/o addresses), can these please be included in the general search results, as currently any amendments do not appear in searches.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Send Invoices, Quotes, etc... via MS Outlook

Click a button in Kashflow to spawn a new email in Microsoft Outlook (with the PDF of quote / invoice, etc... already attached). Many fields can be automatically populated (send to email address, Dear CUSTNAME, etc... Other invoicing tools have do...
Ian Davis almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Add 'Delete' option to the actions drop down in customer transactions

Currently if you want to delete an invoice you have to open it up and click on the delete button - would be much quicker and easier if 'delete' could be made an action on the main transactions page.
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Bring Back Option to Navigate Invoices Within Client Records, Opposed to Just Prev. and Next

Please bring back the option to use the arrows to navigate the previous/next invoices in the customer record, rather than looking at the prev/next invoice in the numbered sequence. This was invaluable when having to quickly scan previous invoices...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to assign pdf themes to separate email templates

We have made some changes to the .pdf theme we'll use for sending invoices and quotes, such as presenting payment information more clearly, terms etc. However payment receipts emailed to customers also include the custom html, some of which is not...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Previous / Next Invoice or Receipt

We need a way to go to next and previous invoices. Sometimes I have to check a whole months invoice and you lose a lot of time (especially cause you cant open up an invoice in a new tab) going in, then coming back out and then going back to invoic...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Orders/Invoices

When an order is converted to an invoice can you make the status change to invoiced please? at the moment when you convert from sales order to invoice the order still says order, this is causing a problem as we are finding we are double invoicin...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

sales reps

There is no SALES REP option at the moment - only the SOURCES (which are not the same) Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different dep...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Date field on line items

When you're providing a date based service, the date of the service supplied is unlikely to match the invoice date or due date. A typical example being if a customer orders a 1 year web hosting package from me on the 1st April 2018 - I need to sho...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged