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Invoicing & Quotes

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be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allowing pop-up reminders when creating invoices/quotes

For example, we have a customer that lives in a remote area so when we make an invoice we would like to be prompted to add a "remote area shipping surcharge".
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...
Jon Izbel about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To add search function by sales type.

sometimes I want to show the accumulative sum of invoices issued by sales type. For instance we have 3 main types of sales - one is 3Duk, the other is 3dUS and architecture. If I want to know what the total productivity is for Architecture project...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Different prices under the same sales code

I had to use another software because Kashflow is unable to have different prices under the same sales code. I was suggested to create different sales code under the same product name. However it would be to difficult to manage the stock in this way.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Additional template for estimate

Currently we only have 2 templates 1 for quote and 1 for invoice, we currently need to change the quote template to estimate template to send to our customers, this is time consuming for a business. Can we have the option to make more templates.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Date range on main invoices screen

It would be handy to have a date range option on the invoices screen
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

adding some extra options to invoice

Would it be possible to add on the pdf invoices an option to add at the bottom of the invoice to be able to edit the VAT to show the amount of VAT added to the bill befroe the full total, for example iot would read Net amount then VAT at 20% (or w...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

To remove product column on sales invoices

A lot of clients using KashFlow do not sell specific products. Having the option to either show the product column or to hide it would be useful.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New