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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 18:25 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
3 Vote

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...

Created 12 Jan 08:07 by Rob Smith

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
3 Vote

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...

Created 10 Jan 16:11 by Russell Sim

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
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 21:23 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Journal entires in Nominal Ledger Report to show journal name/title

The journal entries in the nominal ledger report (NLR) only show the journal number and the Narrative relating to that particular line item. Is there anyway of getting the journal Comment (ie the journal title) to appear in the report? For example...

Created 15 Apr 13:35 by Jo Godwin

IRIS KashFlow / Reports

0 New
3 Vote

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...

Created 05 Jan 09:15 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Will not implement
2 Vote

VAT payments, is there anyway of showing the outstanding VAT payment on the front page of dashboard

VAT payments, is there anyway of showing the outstanding VAT payment on the front page of dashboard as once VAT period passed the amount due out is reduced by the VAT amount being paid. This would help especially now that payment is suspended unti...

Created 14 Apr 12:01 by Suzanne Thompsett

IRIS KashFlow / Dashboard

0 New
1 Vote

Single entry on supplier/customer account for payments/receipts

Please can the customer/supplier amounts just show the amount from the bank statement in the account, with the ability to drill down as every other book-keeping package does. It is frustrating when looking for a payment or receipt on an account to...

Created 19 Jul 14:20 by Guest

IRIS KashFlow / Other

0 New
3 Vote

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV

Created 22 Dec 15:11 by Guest

IRIS KashFlow / Reports

0 Acknowledged
3 Vote

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.

Created 22 Dec 15:08 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged