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My Ideas: Invoicing & Quotes

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Show the date that sales invoices are paid on the list of sales invoices

Hi in the list of sales invoices, is there a way that I can show the date that a sales invoice has been paid please? At the moment it shows the date of the invoice and date due and in the status it just shows 'paid' when paid. It would be a help i...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

option to use 'custom customer fields' in the 'document information section' of an invoice

in addition to PO clients need 2 or 3 of their own references (various property codes, supplier code) on an invoice for it to be paid. i've put them into the custom fields for each customer which is great but at the moment they can't be picked up ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to print multiple invoices according to specific criteria

I would find it useful to be able to print all unpaid/outstanding invoices as I then attach them to my magazines when I post out advertiser copies. Now I have to print them one by one.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

payment online button added to pro-forma invoices

When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Removing individual unit prices

No description provided
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2nd Logo spot on sales invoice

It would be great to have the ability to add a second logo to sales invoices for Trade Association logo etc.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged