My Ideas: Invoicing & Quotes

Showing 620 of 3285

1 VOTE

Being able to add an additional email address for replies to quotes

when a customer replies to a quote being sent the email comes through to me in accounts where it should be going to the sales person who can adjust do having an additional email address in quotes would allow the client to deal diectky with sales R...

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Enable batch invoice input on standard accounts

it would be really useful for standalone Kashflow accounts to be able to input batch invoices as it would be so much more efficient. As like myself I do not use kashflow to create sales invoices I use it purely as bookkeeping so would save me a lo...

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Allow Discount on Sales codes to give more flexible pricing to customers

Due to our diverse customer base it is impossible to create a one size fits all pricelist. Because of this we find we are losing sales. To do bespoke quotes and then overide pricing for specific customers is too time consuming and open to errors. ...

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Set the 'Mark As Sent' flag for multiple invoices

It would be really useful to have the option to select multiple invoices on the Invoices page, and then to set or reset the Mark As Sent flag in a single action.

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Invoice and Proforma overview (since 3-11-20 regression)

Increase width of the now way too small customer name column. Decrease the width of issue/due date. Return to grey background (reduces user eye strain) Allow user to configure which columns are required in the overview page

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Landscape Settings

Hello, do you have any updates as to whether or not quotes and invoices will be able to be in landscape? We add a lot of wording to our quotes which would look better (less pages) in Landscape.

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Delivery dates on Estimates (quotes)

As a service provider, I need to send an estimate for the cost of work and either the customer defines the delivery date or I tell them when I can provide it. Even if I change it in the form, the PDF that is sent to the customer has the default pe...

L Smith about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Change column widths for invoices / purchases/ estimates (quotes)

There is a lovely wide column for the customer name in my list of estimates (quotes). This is usually only one or two words and is sortable anyway. However, the description is limited to a few characters, but this is where I have the information I...

L Smith about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Show invoice/purchase values both with and without VAT

In the list of invoices / purchases, the default is the total including VAT. Apparently I can change that to excluding VAT. I'd like to be able to have both. Can't imagine that others wouldn't also find this useful as an option

L Smith about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

Report showing Estimates (quotes) by category

When creating estimates, I can categorise them as I choose. However, I would also like to generate a report that shows estimates as I have categorised them. In my case this would be: new project estimate / agreed or in progress / completed pending...

L Smith about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New