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Invoicing & Quotes

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NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

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 ...
pe ge over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

How to split 1 invoice between multiple projects??

Can somebody help me to find a way where I can split 1 invoice between multiple projects to calculate the estimated cost per project. Let suppose a company hire 2 driver to work for them. there are 2 projects that are in progress: Project A and P...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 6 Already exists

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Make Month a variable.

It would be very useful to include a Month variable place holder in the body of a recurring invoice description text. Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Email log for invoices/purchase orders

Just as you would be able to see your sent items in Outlook, Gmail etc, it would be really good to be able to see the date/time/destination details for every invoice/purchase order sent out. Often I have to send invoices out on multiple occasions,...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

To include delivery address on invoices.

Please include an option to include the delivery address on invoices, which can be disabled if and when required.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists