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Invoicing & Quotes

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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

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...
Gareth Hope almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...
Ben about 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

Customer telephone and email details on quotes and invoices

To increase productivity
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Display invoice and delivery address on packing notes and invoices

It would be helpful to our warehouse team if they can see who the invoice customer is as well as the delivery address
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 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 almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add a new line on an invoice without using the mouse!

I would like to be able to move to the next field using only my keyboard in an invoice, so far I can do this by using 'tab' when I'm in a line but I then have to use the mouse to get the next line. This adds extra time to adding an order. In the o...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove product column from sales invoices

Clients have said this is a nuisance when they don't have products.
Kerrie Moore over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Allow Customers to pay by direct debit instead of credit card

Direct debit is far more efficient than credit card as a payment method. This has long been proven in UK, is more flexible, safer and more efficient with more successful results. Under increasing legislation and security, Card issuers are declinin...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 Future Consideration

NEED TO HAVE VAT REVERSE CHARGE APPLIED TO QUOTES

NEED TO HAVE VAT REVERSE CHARGE OPTION APPLIED TO QUOTES
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New