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Invoicing & Quotes

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Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Add % increase to links

As Stripe for example takes a fee of 1.5% + 20p for each UK transactions, I reccomend to add a feature where anyone who chooses to pay via the link on the invoice will then have to pay a fee to cover losses for businesses.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Send customer a link to an online invoice so we can track if it has been seen

Sending PDFs by email isn't great as there's no way of knowing if the customer has seen them (or if they've ended up in spam). Other invoicing software allows you to send a link to an online version of the invoice so you can then see if a customer...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

interest charge on overdue invoices

the old kashflow version would show on an on overdue invoice how much interest could be charged. Because the amount changes daily it was very useful. Be great to have it back.
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to add HTML Links to invoice notes section

Ability to add HTML links to the internal invoice notes like: <a href="pageurlhere" target="_blank">URL</a> Currently it just outputs as plain text.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Have option for longer timeout.

I have found while working on Kashflow Accounting an instance where i have stopped working on invoices to do some other related thing in the office then come back to Kashflow. A problem occurs where i have been timed out but there is no warning of...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic Sending of Invoices

Hi There I would like to suggest a simple facility that will send invoices as soon as they are raised, I thought this feature was already available until I checked today and it isn't. Simply put, what is required is that when an invoice is created...
Rob Lucas over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged