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KashFlow Ideas

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Invoicing & Quotes

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Have customer Default Sales Code already when raising invoices

Would it be possible to have the customers Default Sales Code already there when raising an invoice from "Invoices" option? At the moment it only appears if you raise the invoice from the Customer Info page.
A Liptrot over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

We need the ability to delete Products from sales invoices

My client does not use 'products' and I do not want products drop down boxes in the middle of all my sales invoices when we do not use products. Apparently at the moment this box cannot be deleted from the sales invoices.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CIS Tax deductions and VAT reverse charge on the app.

This being available on the app would be useful for invoicing on the go.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Pay by instalments

We'd like an option on an invoice to offer our customers to pay their invoices by instalments.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enabling email addresses to be added to packing slip

When we pass the orders to our delivery team they often email time slots so if this was on the packing slip then this would save us adding this to an email to them. The delivery team do not have access to the invoice.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Ability to edit the width of the input boxes for proposals and invoices

The size of the input boxes when creating a proposal or invoice are hard to work with, the "QTY" is a very wide box for what is likely to be never more than 4 characters in length. The cost and VAT boxes are equally very wide and then the actual "...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New