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1 Vote

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?

Created 15 Nov 05:10pm by Guest

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided

Created 15 Nov 04:20pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

EC Sales - Box 8 & E C Sales List Inclusion

I refer to my support ticket 433877, it would appear that Kashflow does not deal with EC Sales particularly well & you have to have a separate sales nominal for EC Sales - VAT registered client so the invoice is included in Box 8 plus an EC Sa...

Created 7 Jul 12:21pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided

Created 12 Nov 05:19pm by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

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1 Vote

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...

Created 27 Oct 04:20pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...

Created 27 Oct 04:17pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

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.

Created 19 May 08:31pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs

Created 20 Oct 12:40pm by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report

Created 18 Oct 09:35am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote

Created 15 Oct 04:24pm by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New