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Invoicing & Quotes

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343 VOTE

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 11 Started

Autowork Online - Invoicing integration

It would be great if invoices from Autowork Online (https://autowork.online/) could be integrated with Kashflow.
Jose Maria Rodriguez Barroso about 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 14 Part Released

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 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

BUG: Issues with Editing existing invoices

Has anyone else noticed that sometimes when editing invoices, the lines are deleted - I sometimes have to refresh the page several times to see them. Also, when adding new lines or moving them, the product name sometimes goes blank. Even worse is ...
Rich Mellor 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Starter Pack - Allow Custom Email Templates

Myself and my wife both use Kashflow for our self-employed businesses. I have the Business package, but my wife only uses the Starter package at the moment. I was surprised that she cannot edit the email templates for sending invoices - there is s...
Rich Mellor 3 months 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 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

Display ALL unpaid invoices not just from last 90 days

Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...
Christina Spencer about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Automated invoice enhancement

Currently use the copy function for generating invoices - due to the fact clients like the month which the invoice is referring too, written in the purchase order section, i.e. July 2025, August 2025 etc Even though the invoices have dates generat...
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New