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My Ideas: Invoicing & Quotes

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On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add line at any point in an invoice/quote/purchase

At the moment, we can only add lines at the bottom, then drag up into place. This is fine for small invoices, but it's a real pain for invoices with a large amount of lines. The ability to add a new line below or above the current line would make ...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic update of due date on invoice when you update the issued date.

I rarely send an invoice on the day I start it as I do monthly batches. Many of our customers have awkward payment terms - 65 days, 75 after month end etc. When I send the invoices I update the issued date but have to then manually work out the du...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add more detail on the invoices list

It would be useful to see more details of the invoice like a brief description on which site that invoice relates to without having to click on each inoice to see what it was for.
Kirsty Willis almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

The Invoice field should be able to accept letter and other characters

I have an invoice reference of the form "SB01/12345/1". This does not fit in the Invoice Number field because: 1. It is too long 2. Contains letters 3. Contains other characters I think this should be possible
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Why is there no field for your Registered Company Number?

In Company details, why is there not a field for your Registered Company Address? You have a field for your VAT number but there is no field to enter your Registered Company Number. The only option is to enter it into the address field but then it...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...
Russell Sim about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Rob Smith over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged