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Invoicing & Quotes

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The ability to send more than one invoice in one email

The ability to send more than one invoice in one email
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

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

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
Debra Woodward over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email templates- spacing between paragraph

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

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Carey Hall over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

payment online button added to pro-forma invoices

When setting up a pro-forma invoice it would be helpful to be able to include the 'payment online' button in the settings. We use it in the standard invoices, but how do I add it to a pro-forma please?
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New