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My Ideas: Invoicing & Quotes

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Different prices under the same sales code

I had to use another software because Kashflow is unable to have different prices under the same sales code. I was suggested to create different sales code under the same product name. However it would be to difficult to manage the stock in this way.
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Having attended a site would it be possible to generate a document (Test Certificate for example)

Would it be possible for Kashflow to generate a document based on the details on the invoice which we could send to clients. In our case we would call it a Test Certificate - Thus eliminating having to raise a document externally and repeat enteri...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customer able to pay a Quote / Proforma that then converts to invocei automaticlly

This would be great to make a quote, email to customer, they can click and pay online which converts direct to an invoice. We quite often quote, then create invoice, send to customer and they don't pay, so we then have to make a credit for the non...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Locked Transactions

I am receiving purchase order numbers from customers after the invoices have been generated. The new lock function is not permitting me to add the PO's on invoices which have been filed on a VAT return. The sum will not be altered just the order n...
Grant Spencer almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...
Gethin Davies about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.
Ayshea Hay about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged