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My Ideas: Invoicing & Quotes

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Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...
Ben about 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

Display invoice and delivery address on packing notes and invoices

It would be helpful to our warehouse team if they can see who the invoice customer is as well as the delivery address
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a new line on an invoice without using the mouse!

I would like to be able to move to the next field using only my keyboard in an invoice, so far I can do this by using 'tab' when I'm in a line but I then have to use the mouse to get the next line. This adds extra time to adding an order. In the o...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Search Invoices for multiple criteria

I am an ex freshbooks user and found the search function very useful the kashflow one should be like this
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Kashflow needs to add an auto save function for long quotations and invoices.

Kashflow needs to add an autosave function for long quotations and invoicing. This will stop customers being a bit jared off when the software times out and you have to start the quote again. Even a warning of the software timing out would be appr...
Nigel Marshall over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Show the delivery address on a customer invoice

Our business is a construction business where we work on a different site each day. At the moment KASHFLOW does not have the ability to automatically show the delivery address on the printed invoice. It does have the functionality to design your o...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged