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Invoicing & Quotes

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Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

One invoice for deposit and balance payments

I'd like to be able to issue one invoice to customers showing that a deposit is due on one date and that the balance is due on another. I'm trying to work out a more efficient way to invoice for deposits and balance payments as currently I send a ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add invoice reference on search page

Please can you add another column in the search facility? Please can you add the 'Invoice Reference' to the found searches - just instead of date, invoice number and customer - would make it a million times easier when searching for an invoice or ...
pe ge over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Payment Details On Statement When Printing And Emailing

The Ability To Insert Bank Details On A Statement So Customers Know Where To Send Details To
iwan jones over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 New

A Paid stamp next to an invoice to let us know the invoice has been paid.

So if you want to know if a specific invoice has been paid you have to search the invoice number then click on to that specific invoice number then go into the invoice and look top right to see if that invoice has been paid yet. Why not have a lit...
Andy Cowan over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Code Product - Decimal Point or Percentage option

The Issue Currently when adding products under the Purchase or Sales code the price box only allows items to two decimal places. However as we all know VAT etc uses multi decimals especially when items are in larger than single quantities. Our sup...
Ben over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Split delivery notes

We don't always ship every item from an invoice in one shipment so it would be extremely useful to be able to show which items show on the delivery note. At the moment we have to raise multiple invoices.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...
Steff Davies almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New