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Invoicing & Quotes

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As sage the ability to copy information from the field above when posting items on invoices

When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...
Natalie over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Better filtering of invoices

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...
Peter Oram over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice and Purchase Orders should have Line Item Numbers

When discussing Invoices and Purchase Orders with Suppliers and Customers it would be useful to have Line Item numbers so as to easily identify individual items. This is required where invoices etc are very complex.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged