Invoicing & Quotes

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Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New

3 VOTE

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...

Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Recurring Monthly Invoices

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?

Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...

Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

7 VOTE

Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...

Matthew Bott over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

7 VOTE

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...

Jo Triner over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Pay per feature

Hi i am a starter plan user and this is ideal for my business, however i just need the recurring invoicing feature, but i have to pay to upgrade to the higher plan but i have no use for all the other features. it would be great if i can just pay f...

Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...

Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

10 VOTE

Allow Input & Ouput VAT entries on an Invoice to account for sales commission deductions

We have farming clients who recieve a self billing invoice from their customers (typically markets), which include the gross sale figure (usualy Zero Rated) less Commission on Sales deduction (usually Std Rated). To speed up the process of creatio...

Chris D almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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