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Invoicing & Quotes

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Add customer selection to the Invoices screen

On the Invoices screen allow selection of a invoices for a specific customer. When raising invoices I often need to refer to earlier invoices from the customer to check prices , what invoice relates to etc to insure that the latest invoice is corr...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Basic staff should not be able to delete invoices

We deal with alot of cash customers therefor I don't think someone who can input a sales invoice on the system be able to delete invoices as this puts the company and other members of staff at risk of monies going missing
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

merge customers that change their name

We have a number of customers that start as individuals using their own name and, as they grow, they create a company. We would like to be able to merge these two identities so we can see their combined purchases.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Multilingual invoice template

It would be great to offer that we are able to print invoices in native language of the country we are selling goods to. For example if we sell to Germany we would need German invoice, for Italy Italian invoice etc.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CAN WE PLEASE TAKE OFF THE 'PURCHASE ORDER' ON THE MAIN INVOICE UNDER WHERE IT SAYS INV NO, DATE,DUE DATE, ACC?

No description provided
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Looking to add additional columns to Invoices page view

Able to get a clearer picture of an invoice from the main invoice page view. e.g. project column.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Total Qty on Sales Invoices

Is there any way that we can get total qty displayed on the sales invoices?
Ergun Nalbantoglu over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow insert, duplicate and convert item/comment to line item/comment

When building complicated quotes/invoices I often have to drag new line items or comments from the bottom (they're only added at the bottom) to the appropriate place in the invoice. This is frustrating as it often takes several attempts to get it ...
Katrina Boydon over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged