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Invoicing & Quotes

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Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...
Gethin Davies about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.
Ayshea Hay about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotes & Invoices

Hi guys, Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices? Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT. Can you change it to...
Blue Personnel about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

The ability to add expenses incurred as a line item on an invoice to a customer

It's quite common for expenses incurred to be recharged to an end client and currently in order to do this in KashFlow all of the information has to be re-keyed manually on to the invoice. It would be very useful to have an option to select expens...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add fields

Hello, I have a client that owns an auto service. He asked me how can he add some fields to be completed on the Invoices and I've sent an e-mail to customer services and they told me to give you the idea here. He requires some fields like 'registr...
Express AccounTax about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

only the DELIVERY ADDRESS to appear on all other documents

We basically want the BILLING & DELIVERY ADDRESS to appear on Invoices and only the DELIVERY ADDRESS to appear on all other documents
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged