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1 Vote

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.

Created 21 Sep 08:15am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...

Created 8 Sep 08:46am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add delivery address to invoice without having to have knowledge of html or css.

I need to add the delivery address to my invoices, but have little or no knowledge of html or css. I was advised by Kashflow Support to contact my IT Dept (we don’t have one). Apart from that suggestion they said they couldn’t help. Anyone else ha...

Created 1 Sep 08:45pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...

Created 18 Aug 11:28am by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable

Created 17 Aug 02:05pm by Guest

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

One invoice for deposit and balance payments

I'd like to be able to issue one invoice to customers showing that a deposit is due on one date and that the balance is due on another. I'm trying to work out a more efficient way to invoice for deposits and balance payments as currently I send a ...

Created 27 Jul 06:25pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...

Created 25 Jul 09:23pm by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Add invoice reference on search page

Please can you add another column in the search facility? Please can you add the 'Invoice Reference' to the found searches - just instead of date, invoice number and customer - would make it a million times easier when searching for an invoice or ...

Created 14 Jul 07:53am by pe ge

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

Payment Details On Statement When Printing And Emailing

The Ability To Insert Bank Details On A Statement So Customers Know Where To Send Details To

Created 14 Jul 07:43am by iwan jones

IRIS KashFlow / Invoicing & Quotes

1 New
1 Vote

A Paid stamp next to an invoice to let us know the invoice has been paid.

So if you want to know if a specific invoice has been paid you have to search the invoice number then click on to that specific invoice number then go into the invoice and look top right to see if that invoice has been paid yet. Why not have a lit...

Created 13 Jul 05:41pm by Andy Cowan

IRIS KashFlow / Invoicing & Quotes

0 New