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My Ideas: Invoicing & Quotes

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Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Falkland Islands (Malvinas) needs to have reference to Malvinas removed (urgently please)

We have a customer in the Falklands and they have advised me that (Malvinas) which appears on the invoice alongside the Falkland Islands is most offensive to Islanders and the families who lost loved ones during the liberation against Argentina. I...
Wendy Harvey over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just about...
G B over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Keep the date the same when copying an invoice or purchase

When using the copy tool for an invoice or purchase, the date changes to the current date. This results in having to change the date every time when often the date is either the same or at least close to the previous date posted.
Gethin Davies almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Pay Online button in Pro Forma invoices

We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...
Mark Thompson about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.
Roger Miles over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Column widths for reports

Beneficial to be able to adjust at least the column widths when looking at the list of quotes and sales invoices
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Enable more than 1 email address to be used when emailing out invoices/statements etc

Currnently an invoice emailed will only go from the email address used in the setup of the account, however if the book keeper or other wanted to email so that the 'account' holder was not responsible for receiving incoming mail or queries, you wo...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding products to quote & invoices

To add products it would be very helpful to have an overview of our products when 'Add line item' button is clicked and to be able to scroll down them to select the product the customer has ordered.
Kevin O'Neill over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged