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Omit disabled invoices from Sales \ Repeat Billing list

It would be useful if you enhanced the Sales \ Repeat Billing option toallow the option to display live billing only. Ex-clients currently display on this list (albeit in grey) and it would be helpful to omit them from the list.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Credit Note

An extra tab where credit notes can all be stored.
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists

Filter Invoices by Sources

Filtering Invoices by Sources would allow us to view all the invoices issued coming from a particular Source. This way we can see the progress that particular source had on our sales in the past month. At the moment you can only see the names of t...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Additonal date column on invoices/purchases

We sell a number of services that have annual/monthly renewal dates. It would be good if we could have this date information in a separate column on invoices rather than having to type it manually in the description column. This would also help wi...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 2 Acknowledged

Sort by "unsent invoices"

It would be really useful to be able to filter invoices (unpaid) by whether or not they have been emailed to customers. Several employees create and issue invoices and currently there is no way to see which have or have not been sent via email to ...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Acknowledged

Create different payment terms, depending on the source of the account?

I think a number of Kashflow customers (especially those with B2B customers) would benefit from creating different payment terms, depending on the source of the account? So for example some of our clients come from a particular source that could a...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Individual customer activity report with payment history

When customers are querying whether they have overpaid you, you need to be able to print off an activity report for that customer to show them all paid invoices and dates/amounts of payments received. With large, ongoing projects, some clients mak...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

add on a percentage to the final total on an invoice

would be really helpful if you could have an option of adding a % (either 20% or 10%) to the final total on an invoice. i'm an agent so have to add on a certain percentage on to the total. i'm finding that I have to do this manually, which is what...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

It would get great to create a quote template with predefined sales codes and comments

No description provided
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 0 Will not implement

Adding EXPORT Shipping info on Invoice templates

My business involves exporting and on the Invoice it requires to display the container number, seal, vessel info etc.. I can see the option within customer info however, this needs to be integrated on per invoice basis. Is this something you can h...
Guest almost 8 years ago in IRIS KashFlow / Uncategorised 1 Already exists