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My Ideas: Invoicing & Quotes

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To be able to enter letters on a customer invoice number

Some of our clients use letters after an invoice number, but Kashflow only lets you use numbers.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

How to split 1 invoice between multiple projects??

Can somebody help me to find a way where I can split 1 invoice between multiple projects to calculate the estimated cost per project. Let suppose a company hire 2 driver to work for them. there are 2 projects that are in progress: Project A and P...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 6 Already exists

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...
Rich Mellor almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reestablish being able to move additional invoice entries to a different position

When additing additional entries into an invoice, it is sometimes necessary to move them into a different position, either up or down, we used to be able to do this in the previous version, but I now have delete entries to position correct and re-...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Multiple versions of reminder letters

I work with both English and French customers, issuing invoices in £ and in euros. When it is easy to create multiple emails to accompany the invoice, it is not possible to do so with the reminder letters. I could of course write both versions on ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Separate 'Remove Qty field' from Invoices and Quotes in PDF Theme Options and per invoice/quote

It would be really nice if we could choose to 'Remove Qty field' from quotes and/or invoices in PDF Theme Options. At present, if you check the 'Remove Qty field from Invoices' box, it also removes them from quotes as well. Sometimes I might want ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Archive Sales Invoices

It would be useful to be able to archive invoices due to the data that they use on the system. My system is slowing down due to the number of sales invoices on the system and there is no function to archive sales invoices
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotes won and lost percentage

It would be useful to see a quotes won and lost percentage over a specific date range to monitor our success ratio.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Please could you add the option to put an invoice into Query.

It would be very useful to see this specific status at a glance, in the same way as you can currently see Paid/Unpaid/Overdue etc.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged