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Invoicing & Quotes

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Remittance advice

It would be relay helpful to create a remittance advice for all the payments to one invoice rather that one by one as I deal with many suppliers and extensive amount of purchases. The allocation of payments on remittance advice would be appreciated.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

download the quotes page as a CSV file or Excel spreadsheet

I need to be able to download the quotes page as a CSV file or Excel spreadsheet on a regular basis.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create invoices etc in XML format

We have a number of clients who wish us to send e-invoices and credit notes in XML format along with the existing PDF 'hardcopy' for direct integration to their systems. Example attached
Lloyd Naylor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Ability to remove £ signs on invoice for net and vat totals.

£ signs on the two lines are not needed as the final total has a £ sign. In my case, they are not in line with my "house style". Must be the same for many others.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Include the customer's Account number at the top of all of that customer's pages.

For some aspects of double-accounting, or looking-up records during a telephone enquiry, or even just keeping an offline job-book, 'old' Kashflow had the customer's account number on the page. Now it's not there - to go back from the invoice to ge...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...
Rachel Nowak over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...
Salem de Bezenac over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged