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My Ideas: Invoicing & Quotes

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add option for kashflow to automatically include the invoice number in the subject line for invoice emails

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Add sales or purchase codes without breaking out of invoice entry

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Why is there not a facility to produce repeat invoices in other currencies, other than just in £ sterling.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Enable pay online for “quotes / proforma invoices”

At present we have enabled pay online using a new pdf template, this can be applied to specific customers, unfortunately it does not work when issuing a "quote / proforma invoice" - this would be very useful functionality to have because if we wer...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Remove disabled repeat invoices from repeat invoices total

I asked if the total displayed under "repeat invoices" included disabled invoices and the answer was Yes, as below I can confirm that the total amount does include the disabled repeat invoices. Being able to remove the disabled repeat invoices fro...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1

To display purchase order number on sales page

Have more similar options to the sales(invoices) display as with quotes.For example: On the quotes page you can see the quote reference number displayed. However on sales you can’t see any reference number other then the invoice number.Also when c...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Webfont support for invoices etc

Simple one - support webfonts so i can make invoices etc look the same as all my other branded materials. Its great that templates are css/html based so i can customise but i'm limited to 5 fonts, as a designer my brand materials matter. adding we...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 5 Acknowledged

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable the product drop down box to show more than ten items

One of my client's has over 1500 products & many have a very similar descriptions, so as they type in the name only ten items show up at the moment, therefore they need to type the full product name in to select the product. It would therefore...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged