My Ideas: Invoicing & Quotes

Showing 307

2 VOTE

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...

Charles Hewitt almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...

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

2 VOTE

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...

Rob Smith over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged