Help us improve

1 Vote

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.

Created 18 Oct 15:19 by Anonymous

IRIS KashFlow / Invoicing & Quotes

0 New
5 Vote

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 ...

Created 16 Jul 10:40 by Guest

IRIS KashFlow / Invoicing & Quotes

4 Acknowledged
5 Vote

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

No description provided

Created 15 Jul 12:01 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Planned
2 Vote

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.

Created 21 Sep 08:15 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Have the customer Default Sales Code available when raising invoice from "Invoices" option

Would it be possible for the customers Default Sales Code to be auto filled when raising invoices direct from the "Invoices" option. At the moment, it's only there when you create an invoice from the customers "home page". |If you raise the invoic...

Created 10 Oct 14:51 by A Liptrot

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.

Created 10 Oct 14:47 by A Liptrot

IRIS KashFlow / Invoicing & Quotes

0 New
6 Vote

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.

Created 14 May 08:23 by Guest

IRIS KashFlow / Invoicing & Quotes

2 Will not implement
6 Vote

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided

Created 11 May 05:42 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
7 Vote

Ability to remove Product field from Sales/Purchase invoices

This must be something that has been added in recently as in earlier versions there wasn't a default product field. The majority of my clients that are using Kashflow wont use this and its an extra field not needed. Would be fab if it was optional...

Created 17 Mar 11:50 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
6 Vote

Delivery receipts on emailed invoices

A delivery email receipt would be useful to prove that emailed invoices have actually been received so there can be no dispute.

Created 11 Apr 12:17 by Guest

IRIS KashFlow / Invoicing & Quotes

4 Will not implement