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Invoicing & Quotes

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Locked Transactions

I am receiving purchase order numbers from customers after the invoices have been generated. The new lock function is not permitting me to add the PO's on invoices which have been filed on a VAT return. The sum will not be altered just the order n...
Grant Spencer over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When i sent an invoice and the customer replies it dkesnt show me what invoice they are refering to. I may have sent 100 invoices that day. It would be easier when they replied if it could show the invoice number it refers to.

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Anonymous over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...
Gethin Davies over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.
Ayshea Hay over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Optional Payment by credit card

We are a financial services organisation and do not want to offer credit card payments as a matter of course, but would occasionally frind it useful to offer it at our discretion for small value transactions.particularly as we deal with a number o...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add comments to bulk invoice import

Our business offers multiple products, and we use comments on invoices to act as titles in separating them out. For example: COMMENT AS TITLE Line item 1 Line item 2 Line item 3 COMMENT AS TITLE Line item 1 Line item 2 Line item 3 Unfortunately i...
Oliver Sherrington over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged