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My Ideas: Invoicing & Quotes

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Display separate billing and delivery addresses on invoices

Professional looking invoices and packing slips should be a high priority for any business, the current method involves some coding which isn't ideal for many users and ultimately still has issues which Kashflow support have been unable to resolve...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

Pay per feature

Hi i am a starter plan user and this is ideal for my business, however i just need the recurring invoicing feature, but i have to pay to upgrade to the higher plan but i have no use for all the other features. it would be great if i can just pay f...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
Guest almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby almost 9 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Deselect Online payment element for printed invoices

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
Steve Bower about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 4 Future Consideration