Invoicing & Quotes

You can set up products and then add them to invoices from the drop down . I would like to do the same with comments. I have standard words that I need to add to invoices as comments, not products with prices etc.

Automated credit control letters pick up the total of the original invoices and not the outstanding balance of the invoice, following part payment. Is there a way to state the actual balance rather than the original balance?

KashFlow currently only supports Dropbox cloud storage. Could you add others such as OneDrive, iCloud, etc?

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...

Please support having a column for SKU numbers in an invoice. (linked to a product Sales Code). It's a very basic feature that is usually available for invoicing. Thanks

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...

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?

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

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 ...