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Invoicing & Quotes

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A different client contact email for quotes and invoices would be really helpful- thanks

This would be really helpful so quotes can be emailed to the sales team whilst invoices go to the accounts department.
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to change "VAT" to GST in the invoices totals section under "Total Net Amount"

This will be useful for those who work with customers based in Singapore. They do not refer taxes as VAT, but rather GST. This would benefit any who works with clients in Singapore and keeps up professionalism, accuracy and best practices. When ed...
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Automate VAT rating for customers

At present, whenever we sell to the EU, we have to manually set the VAT rate on each line item to 0%, and then add a new line for IOSS VAT collected (if relevant). Even Business Customers, where the Reverse VAT rules checkbox is selected STILL get...
Rich Mellor 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Emailing Invoices

As a small sole business switching to Aouth2 is impossible to send invoices from my own account!!! This idea is simply not practicle for a small business with no IT department. I have asked 2 IT consultants I know to look at it and even they could...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 5 months 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 months 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 months 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 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New