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Invoicing & Quotes

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One invoice for deposit and balance payments

I'd like to be able to issue one invoice to customers showing that a deposit is due on one date and that the balance is due on another. I'm trying to work out a more efficient way to invoice for deposits and balance payments as currently I send a ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

GoCardless - Scheduled Invoice collection date

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...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

A Paid stamp next to an invoice to let us know the invoice has been paid.

So if you want to know if a specific invoice has been paid you have to search the invoice number then click on to that specific invoice number then go into the invoice and look top right to see if that invoice has been paid yet. Why not have a lit...
Andy Cowan over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Code Product - Decimal Point or Percentage option

The Issue Currently when adding products under the Purchase or Sales code the price box only allows items to two decimal places. However as we all know VAT etc uses multi decimals especially when items are in larger than single quantities. Our sup...
Ben over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

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...
Neil McD about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...
Steff Davies over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 over 2 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 almost 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 almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New