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Invoicing & Quotes

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Invoice & Delivery address

We often send an Invoice before we have a delivery address, but when you add the delivery address at a later date, the Packing Slip on the existing Invoice does not change...only for new Invoices. The result at the moment is raising 2 Invoices, on...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding webfonts capability to PDF templates

It would be good to be able to use webfonts in the custom build PDF templates. This would give us more flexibility on how things look (ie can use brand fonts). I have tried to @import url(".... in the html and in the bespoke css but when I then se...
Corin almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Attach expense invoices to projects

I want to track the actual costs of delivering a project
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Date Substitutions to work on Order Ref field

When using repeat invoices, the ability to use date substitutions in the Order Ref field is something I would have expected to be able to do, given that Order Ref numbers usually need to be unique, but it currently does not work. As an example, we...
Colin Smith about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Retention held back

n the building industry most large contractors keep a percentage of retention on the original quote from a subcontractor. This only gets paid to the subcontractor when the site is completed or anything up to two years after. So you invoice for a c...
Magda Glynn over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New