Skip to Main Content
SUBMIT IDEA

My Ideas: Invoicing & Quotes

Showing 307

Discount Adaptability

Would it be possible to add adaptability to the discounting feature in the invoice module? for example I might want to discount on a per line item basis or on a per invoice basis whereas at present I can only change the customers discount globally...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Mark invoices as paid in Kashflow Go app

Ability to mark invoices as paid in the Kashflow Go app, supporting on the go users.
Cheryl Jones about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

show net, vat and gross columns on invoice view

more info to hand with less clicks, helps to spot errors ideally would be able to choose columns we can see in invoice summary view
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Have option for longer timeout.

I have found while working on Kashflow Accounting an instance where i have stopped working on invoices to do some other related thing in the office then come back to Kashflow. A problem occurs where i have been timed out but there is no warning of...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic Sending of Invoices

Hi There I would like to suggest a simple facility that will send invoices as soon as they are raised, I thought this feature was already available until I checked today and it isn't. Simply put, what is required is that when an invoice is created...
Rob Lucas over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged