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My Ideas: Invoicing & Quotes

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A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...
Adam Richards over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Improve Workflow on Importing Paypal Payments

I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recharge purchases to customers

I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis
Alison Bryan over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Unpaid invoices view - extra field

The unpaid invoices view is printed for Directors information on a regular basis and is useful for debt chasing too. The aged debtors report is too many pages to print and I should like to customise Invoices Unpaid view. On this view we have: Invo...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

INVOICES ADDING UP INCORRECTLY

I find it really frustating when doing invoices that on most occasions when there are multiple quantities, the system addss the total wrongly. For example 2 x £2.50 on kashflow is £4.99. and 2 x £2.30 is £4.61 etc etc. You can override the total m...
Dave Harrell over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Be able to change all invoices of a certain amount at once.

We use kashflow for our gymnastics club so we have over 400 invoices going out every month for fees and annually for insurance. Every time the insurance or fees are increased it would be so helpful if I could change all invoices on mass instead of...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New