My Ideas: Invoicing & Quotes

Showing 307

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3 VOTE

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Pay per feature

Hi i am a starter plan user and this is ideal for my business, however i just need the recurring invoicing feature, but i have to pay to upgrade to the higher plan but i have no use for all the other features. it would be great if i can just pay f...

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails

Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Global Invoicing Summary

When chasing clients for invoicing they are often coming back asking for breakdown at project level, not just client level. I see you have a Global Project Report which gives a fabulous summary of Income v Expenditure for our eyes only, but what I...