Submit Idea
SUBMIT IDEA

Invoicing & Quotes

Showing 629 of 3320

Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Vat by country, ability to set vat rate by country. my imported invoices all come out with 20%. Now UK is out of Europe, I need to edit every EU invoice to corrtect the vat rate.

No description provided
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CUSTOMERS INVOICE

Have option to remove United Kingdom on customer profile as we do not always have customers details. So their name and United Kingdom doesn't look good.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

When credit note applied then Kashflow should say CREDIT NOTE not PAID.

Customers are getting confused when we send a credit note as it says PAID. They only see PAID as its in big red letters so assume theyve paid it. Its a CREDIT NOTE therefore should say CREDIT NOTE
Claire Richardson over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.
Gary McDonald over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Better invoices

Can we have better editing options for invoices: Sales codes as headings with items underneath so you have items set in different categories so clients can see the break down easier for each sales code.Discounts in the bottom Total/Vat Invoice tot...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned