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Invoicing & Quotes

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The design is very poor

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...
Gary Newbrook 4 days ago in IRIS KashFlow / Invoicing & Quotes 0 New

option to save text added to individual emails

From time to time it is necessary to add extra information to an individual email (Invoice or Statement) however one cannot recall the information, once it has been sent. A tick box to automatically add the extra detail to Notes would save me havi...
Guest 5 days ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display separate billing and delivery addresses on invoices

Professional looking invoices and packing slips should be a high priority for any business, the current method involves some coding which isn't ideal for many users and ultimately still has issues which Kashflow support have been unable to resolve...
Guest 5 days ago in IRIS KashFlow / Invoicing & Quotes 0 New

Deselect Online payment element for printed invoices

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
Steve Bower 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recurring Monthly Invoices

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...
Martin Greig 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.
Jonathan Barnett 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New