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Invoicing & Quotes

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Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Subtotals on Sales Invoices

Is it possible to put subtotals in sales invoices? For one of our clients they want items grouped together before the final total, like this: AC assessment 1 AC Assessment 2 AC Assessment 3 Total AC Assessment 6 DIS 7 DIS 8 Total DIS 15 Total Sale...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Attach expense invoices to projects

I want to track the actual costs of delivering a project
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...
Colin Smith over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

VAT Calculations on multiples

When adding products to an invoice, the VAT is calculated on the net price * quantity which can lead to rounding issues. For example, I sell one particular item for £17 including VAT - so this is stored as £14.17 plus VAT at 20%If I set the quanti...
Rich Mellor almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 Decimal point on vat rates for CSV import files

We have a vat rate of 13.5% on some items and we bulk import our invoices to kashflow on a daily basis when this rate is used the invoice will read 0.14 although the actual vat figure is correct the rate being displayed is incorrect 3 decimal plac...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Rolling over unused invoices on the basic package.

I have two accounts for different businesses. One account is used several times a week and I have a bigger package. One is used less regularly and is limited to 10 invoices a month. I tried catching up with paperwork the other day but used my 10 i...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New