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Invoicing & Quotes

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Automatically Created Invoices - existing customer details

As part of the Kashflow PayPal API import, you can ask it to automatically create invoices for customers as it reads the data from PayPal. However, the customer billing address and shipping address are as supplied by PayPal (normally only one addr...
Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Text substitutions for e-mails on the Total value to not include the '£' symbol

I was customising the email template with text substitutions and wanted to use [TOTAL] but not show the '£' sign so it can be used to add to payment links such as Paypal etc.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allowing you to select specific invoices at once and send them

Customers often request for specific invoices and the only way to do this is email them all individually which is annoying.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

MARKING INDIVIDUAL ITEMS ON AN INVOICE AS PAID / UNPAID

Hi The nature of our business is such that we produce a monthly invoice to our customers detailing numerous items. The nature of the payments being made is such that they can be at varying times and sometimes completely missed and have to be chase...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting
David Evans about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.
Katrina Boydon about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged