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2 Vote

Save filter settings

Every time I login and go into invoices or purchases the filters applied in the previous session are lost and I have to select "unpaid" and "100 items" each time.

Created 19 Oct 04:10pm by Gary McDonald

KashFlow / Invoicing & Quotes

1 New
1 Vote

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...

Created 9 Oct 02:18pm by Andrea

KashFlow / Invoicing & Quotes

0 New
1 Vote

Copy Across 'Your Ref:' field from recurring invoice to live invoice

Hi,We run our membership directory business using the recurring invoices feature so that an invoice for the membership renewals are automatically created every year.However, when the invoice is created by the system it removes this and leaves the ...

Created 25 Sep 07:49am by Guest

KashFlow / Invoicing & Quotes

0 New
1 Vote

Pay Online button on Quotes

I would like to know if there is any chance to add the PAY ONLINE button on QUOTES. I would like to give my customers who sent a Quote this option, if they agree the price and T&C, to pay online straightaway from the Quotes. After payment I c...

Created 22 Sep 12:19pm by Sorin Sarba

KashFlow / Invoicing & Quotes

0 New
1 Vote

Separate Net totals on invoice for different VAT rates

Where 2 VAT rates are used in a sale, the invoice should show the Net amount separately for each VAT rate rather than a single Net figure.

Created 12 Sep 08:17pm by Peter Hogbin

KashFlow / Invoicing & Quotes

0 New
1 Vote

Option to convert Quotations to Sales Orders as well as Sales Invoices

It would be really helpful to have the option to convert the quotation to a Sales Order which we can add our T & Cs to and get Clients to sign. Then on completion of works convert the sales Order to a sales invoice. We supply and fit bathrooms...

Created 3 Sep 07:27pm by Phil Read

KashFlow / Invoicing & Quotes

0 New
2 Vote

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...

Created 26 Aug 10:35am by David Harrell

KashFlow / Invoicing & Quotes

0 New
2 Vote

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.

Created 25 Aug 05:40pm by Guest

KashFlow / Invoicing & Quotes

0 New
1 Vote

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a...

Created 21 Aug 12:37pm by Magda Glynn

KashFlow / Invoicing & Quotes

0 New
1 Vote

Part Exchange statement report linking invoices and purchases for certain customers and suppliers.

Numerous clients have asked how they send a statement showing part exchanges to their clients. At present there is no way of showing the purchase value being deducted from the invoice value resulting in a net due value. A simple link between certa...

Created 19 Aug 01:33pm by Gwion Ashton

KashFlow / Invoicing & Quotes

0 New