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My Ideas: Invoicing & Quotes

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the option for invocies to be landscape.

We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Page numbering to printable documents

I would like the option (in .pdf themes) to add a page number to printable documents (e.g. invoices) for when they run into multiple pages.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Within invoices and quotes an option to save to desktop button

Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Copy PDF Themes for multiple logo's to show for different sections in one business.

I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

add a option to allow photos to be added to quotes and invoices

be able to add photo to quotes and invoices
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Traceability of products sold to customers using barcode scanner on mobile phone

Hello Happy new year to you !! I would like to know that I can scan products to a customer's account? I would like the ability to trace products to specific customer accounts by using a bar code scanner. This would certainly help my business to be...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add another column to cater for the tariff codes from 1st Jan

Hello please can someone advise how I add another column to cater for the tariff codes that we need to show on our invoices from 1st January. Thank you
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CSV Import Invoice - Should Pull Through Product Details (Description, prices etc.)

When importing a CSV file, using a product code to identify products, the details should automatically be pulled from products set up in Kashflow. This way only product codes are needed on the import, then the invoice will show the product descrip...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Turn off the "purchase order" column when looking at a standard view of invoices

This comment follows the updated invoice list view. When viewing a list of invoices, I want as a default to see the key information being invoice number, name, amount and how long overdue. If I want purchase order, dates, etc etc then I'd like to ...
Andy Walker about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New