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My Ideas: Invoicing & Quotes

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342 VOTE

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 11 Started

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

A different client contact email for quotes and invoices would be really helpful- thanks

This would be really helpful so quotes can be emailed to the sales team whilst invoices go to the accounts department.
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICE LAYOUT

Hello - We are using your Kashflow system with our company. When I sent an invoice out to the customer, the layout of the invoice that our clients received doesn't show the acutal total (with VAT included) but only the: Rate, Total & VAT. Coul...
Guest about 1 month ago in IRIS KashFlow / Invoicing & Quotes 0 New

The design is very poor

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...
Gary Newbrook 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to change "VAT" to GST in the invoices totals section under "Total Net Amount"

This will be useful for those who work with customers based in Singapore. They do not refer taxes as VAT, but rather GST. This would benefit any who works with clients in Singapore and keeps up professionalism, accuracy and best practices. When ed...
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 14 Part Released

Display ALL unpaid invoices not just from last 90 days

Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...
Christina Spencer almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

Create user option to remove the irritating "IRIS Pay setup link" on sales invoices

The IRIS Pay system will never be of interest to us and this "Ad" dominates the invoice creation space, it is very distracting and unnecessary.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New