Skip to Main Content
SUBMIT IDEA

Invoicing & Quotes

Showing 626 of 3315

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Customers Telephone Number

The customers telephone number should be printed under the Address details on the invoice
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

The VAT reversal needs adding to quotes to mirror invoices.

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

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Add invoice reference on search page

Please can you add another column in the search facility? Please can you add the 'Invoice Reference' to the found searches - just instead of date, invoice number and customer - would make it a million times easier when searching for an invoice or ...
pe ge almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Payment Details On Statement When Printing And Emailing

The Ability To Insert Bank Details On A Statement So Customers Know Where To Send Details To
iwan jones almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 2 New