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My Ideas: Invoicing & Quotes

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raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...
Andy Harrold over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

VAT Date different to Invoice Issued Date

We frequently for VAT purposes (customers on a self-billing agreement for example) have to change the Invoice date once a customer has paid. This has a severe impact on our P&L reports and we can never rely on their accuracy. I think it would ...
Louise Saunders over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a Column to Invoices (Come on give us that flexibility :0)

I would like to be able to have a column for the 'Size' of the garments that we sell because that's how it comes to us from our website provider Wix. Then this way I wouldn't have to add all of the Size details to the already busy details column b...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Net off part paid invoices on statements

At the moment part paid invoices are being shown as the total invoice on one line of the statement and the payment on another line, which could be a number of lines away, depending on the number of invoices and payments applicable. This at times c...
Gethin Davies over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

in order to be able to use Kashflow, we need to be able to add our own invoice numbers and not "1, 2, 3 etc" as is automatically inserted by Kashflow.

We dont work on a customer account basis but each invoice is specific to different customers
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Produce a packing slip from Quote

In order to create a packing slip, a quote must first be converted into an invoice. This instantly gets added to our creditors list which would be fine if we were a retail outlet, however, we use the packing slip as a substitute for a job sheet an...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Increase the number of invoices it is possible to raise in a month for the beginner package

this would be useful for starter businesses as in some months it is necessary to raise more than just 10 invoices, especially as the limit of 10 includes credit notes. It is too large a jump from 10 invoices permissible per month to the next packa...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New