Invoicing & Quotes

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1 VOTE

Copying invoices ability to cancel

Why is it that it is not possible to 'copy' and invoice and then change your mind and cancel it? It always makes the invoice anyway. Please add a delete button or basically the ability to change your mind button after the invoice is copied before ...

CEO almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Automatically send invoices

Need a tick box somewhere to set all paid invoices to auto send an email. Imported paypal sales (in the hundreds) have to be ticked and sent one at a time, or in batches. A waste of time.

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Show only total value of Quote/Invoice instead of line values

Show only the total monetary value of a Quote/Invoice instead of a line-by-line basis. We prepare larger project quotes by adding various services/goods but only the total figure is of relevance to the end customer. Detailing it on a line-by-line ...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Allow a custom column field to be added to POs and sales invoices - so that part numbers can be added

There is no option to add a column on to POs and invoices at present. This means that part numbers cannot be added. At present when I click on a product code/type using the dropdown menu, the product description is filled in automatically. Althoug...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

AUTO pay suppliers based on the due date stated on supplier invoices received

Saves time paying suppliers

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Daily/Weekly Tab for Invocies and Purchases

At present I can filter the invoice and purchase pages to see this month/ last month etc. I would like today, this week and last week added.

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

4 VOTE

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Change of the layout for invoicing page

I would like to see if reminders have been sent out and the date that they have been sent on this page rather than having to go into each individual invoice.

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Paying by installments

We have a lot of clients who pay by installments. We require to import the payments from the bank and link them to the correct invoice each time. Every entry from the bank requires to be reconciled. At present we can only allocate 1 payment to eac...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

1 VOTE

Invoice approval facility

Arranging for invoices to be approved by management is a messy and time consuming process that takes place before we are able to enter them on KF. A nice idea would be the ability to store 'unapproved' invoices on KF (perhaps even with ability to ...

Peter almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged