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2 Vote

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

Created 09 Dec 18:20 by Ayshea Hay

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
2 Vote

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...

Created 06 Dec 15:04 by Guest

IRIS KashFlow / Invoicing & Quotes

0 Acknowledged
1 Vote

Allow users to create their own Quote Category

I need a quote category 'Ready for Invoicing' as we have just got Draft, Sent, Neg/Review, Closed - Lost/Won - which misses this stage out Can I add my own quote category?

Created 15 Nov 17:10 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Quote templates - quote templates for different services so i dont have to write them out everytime or find one to copy

No description provided

Created 15 Nov 16:20 by Guest

IRIS KashFlow / Invoicing & Quotes

0 New
1 Vote

Online Payment Links on Invoice. When creating an invoice for a customer I'd like a button to toggle on/off the online payment link attached to the invoice. This is because I sell some high priced items that I don't want paid for through an online card payment system as the fees are astronomical. But on lower priced items I don't mind. Currently I have to go through multiple steps to disable the online payment option, to then create and send the invoice, before having to go through all the steps to re enable it. .

No description provided

Created 12 Nov 17:19 by Andy Harrold

IRIS KashFlow / Invoicing & Quotes

0 New
2 Vote

Phased balance sheet like p&l phased

No description provided

Created 23 Nov 23:05 by Guest

IRIS KashFlow / Reports

1 Acknowledged
2 Vote

Quote Reporting - to mirror "Unpaid Invoice" Report

The unpaid invoice report is very useful for credit control as it displays all notes made against the invoice in date order. The same information for quotes would be very useful in following up. To be able to see when the notes for all quotes se...

Created 22 Nov 12:11 by Guest

IRIS KashFlow / Reports

0 Acknowledged
2 Vote

Multiple subscription payment methods

I would find been able to pay using paypal direct debit really useful, rather than using my credit card.

Created 19 Nov 15:19 by Guest

IRIS KashFlow / Other

0 Acknowledged
2 Vote

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

Created 18 Nov 13:35 by lisa bartup

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Expand the ability of Projects so we can add Individual budgets/targets by nominal codes

Please can you add the facility to enter budgets by the projects nominal codes, an overall figure doesn't give us the detail we need to see if we are under or overspending on a nominal code. For Example budget for roof materials and labour, separa...

Created 16 Nov 12:48 by Guest

IRIS KashFlow / Projects

0 Acknowledged