Invoicing & Quotes

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Make it easier to change sequential customer invoice numbers

It would make more sense for Kashflow to use the most recently created sales invoice number as the basis of the next invoice number in the sequence (irrespective of the largest invoice number already used in the past). It could be that users want ...

Martin Greig 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Combined Line Total on Printouts

Currently on printouts each line item only shows the Net Value, Total for Net Value if Qty is more than 1, and VAT. It Would be great to see for each line item Net Value. VAT Value and Total Value.

Jonathan Barnett 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails

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

1 VOTE

The ability to add the customer contact numbers & emails on the invoice template

For future contact direct from my copy invoice files, without having to go in to each individual customer profile

Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

9 VOTE

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...

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

2 VOTE

Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?

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

1 VOTE

Invoices to mobile numbers

It would be great if we had the option to send invoices to a mobile number as well as an email address. I find a lot of time emails go to junk, are missed or people generally do not always check their emails and the invoices can be missed or lost....

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

1 VOTE

Add ability to link with Tradeshift or a PEPPOL as used now by the NHS invoicing system.

NHS are insisting on this form of electronic invoicing now.

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

1 VOTE

Reset the monthly invoice count to the 1st of the month not subscription date

Instead of resetting the invoice count on the lower subscription levels at the monthly anniversary of the subscription date, reset it on the 1st of each calendar month. For example, this will avoid the situation where a company invoices on the fir...

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

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