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Invoicing & Quotes

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change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Repeat Invoices API

Can you make it so you can CRUD repeat invoices on the KF API please. You'd be +1 on Xero then.
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add support for other cloud stores

KashFlow currently only supports Dropbox cloud storage. Could you add others such as OneDrive, iCloud, etc?
Martin Haigh over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

A different client contact email for quotes and invoices would be really helpful- thanks

This would be really helpful so quotes can be emailed to the sales team whilst invoices go to the accounts department.
Guest about 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest about 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Automate VAT rating for customers

At present, whenever we sell to the EU, we have to manually set the VAT rate on each line item to 0%, and then add a new line for IOSS VAT collected (if relevant). Even Business Customers, where the Reverse VAT rules checkbox is selected STILL get...
Rich Mellor 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Emailing Invoices

As a small sole business switching to Aouth2 is impossible to send invoices from my own account!!! This idea is simply not practicle for a small business with no IT department. I have asked 2 IT consultants I know to look at it and even they could...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

option to save text added to individual emails

From time to time it is necessary to add extra information to an individual email (Invoice or Statement) however one cannot recall the information, once it has been sent. A tick box to automatically add the extra detail to Notes would save me havi...
Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New