Submit Idea
SUBMIT IDEA

Invoicing & Quotes

Showing 625

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...
Bex Aiken almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...
Rich Mellor 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Use custom fonts in PDFtheme.

This would allow us to personalise the invoice further to be on brand with our business rather than having to use one of the default fonts.
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Show Construction VAT Reverse charge on Quotes

Why is it useful? Eradicates customer confusion as the quote would accurately reflect what will be invoiced. Who would benefit from it? Any business in the construction industry registered for VAT & CIS and using quotes within Kashflow. How sh...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New