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My Ideas: Invoicing & Quotes

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Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Customers Telephone Number

The customers telephone number should be printed under the Address details on the invoice
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Additional Date Substitutions

It would be great to have some more date substitutions for the repeat invoicing facility. We use the monthly formula already. We have clients who we invoice weekly , so to have the week numbers on would be beneficial as well within the invoice des...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged