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Invoicing & Quotes

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To be able to set your items and not have to change it everytime you are logged out of kashflow

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Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 5 Released

Could the Transaction list be ordered by 'Date' but default?

The point of the Transactions page is to provide us with a snapshot of invoices and payments, rather like a Statement. Having the payments as separate entities is a useful addition to 'old' Kashflow. However, it's currently ordered by number, ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Released

"Part paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense.

rt paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Allow default Start Date under Customer Transactions to be changed

I know it can be changed each time I navigate to this screen. I want to set the default for, say, 1 January 2017 and have it stay like that until I change the DEFAULT again. Typically, my invoices are issues over a year ago and at the moment I hav...
Katrina Boydon over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Improve Invoice Management Workflow

I often list invoices overdue and want to review the invoice history of a customer before I send them reminders or call them direct. Clicking the customer name in the invoice list takes you to the Customer | Profile tab it would be better to recog...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

Add a column for the 'Reference' of each invoice/quote to the new 'Transactions' page in the latest update!!!!

The new transactions interface looks good but you have taken out one of the most useful columns - the reference column!!!!! - I now only have a list of invoice numbers which, whilst relevant, don't tell me what each invoice is for, which means I h...
Rob Smith over 6 years ago in IRIS KashFlow / Invoicing & Quotes 4 Released

Payments

This is a must to keep up with your competitors we need to be able to mark invoices as paid via the app please advise if this is in the thoughts of Kash flow as I will be looking else where if not many thanks
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

Quotation summary columns should be the same as the Invoice summary columns in invoices/quotes/stats etc part of customer

This would be useful because what you see in the quotations summary just now is very limited
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

List payments under invoices newest to oldest

Currently, new payments received are listed under payments already received. As for Notes, it would be useful if this were the other way around.
Katrina Boydon almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Add a 'Sent' or 'Completed' tick box to allow me to identify exactly which invoices have been completed and sent out (but not necessarily emailed).

I generally print out invoices when they are complete and send them by post. I would like to be able to mark which ones have been sent to avoid them not being forgotten - currently there is no way of telling from the software which invoices are co...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released