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Invoicing & Quotes

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Rolling over unused invoices on the basic package.

I have two accounts for different businesses. One account is used several times a week and I have a bigger package. One is used less regularly and is limited to 10 invoices a month. I tried catching up with paperwork the other day but used my 10 i...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add support for other cloud stores

KashFlow currently only supports Dropbox cloud storage. Could you add others such as OneDrive, iCloud, etc?
Martin Haigh almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...
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

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

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

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

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