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Invoicing & Quotes

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I would be helpfule to include the Paid On Date in the Invoices view

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Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just about...
G B over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Credit Control Chase letters to show balance of actual outstanding amount of an invoice rather than original amount.

Automated credit control letters pick up the total of the original invoices and not the outstanding balance of the invoice, following part payment. Is there a way to state the actual balance rather than the original balance?
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Addition Information for UK Export Information

All UK Exports now require additional information which is currently missing from current layouts on Kashflow: It would be great to have these default on all non-UK orders to streamline to process price, method of payment, currency and any discoun...
Adam Pearson almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Enable quotes/applications to be sent showing Reverse Charge for VAT

When sending an Application (I believe its done through quotes) to show the Reverse VAT in the same way that you can on an Invoice.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Search Invoices for multiple criteria

I am an ex freshbooks user and found the search function very useful the kashflow one should be like this
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Kashflow needs to add an auto save function for long quotations and invoices.

Kashflow needs to add an autosave function for long quotations and invoicing. This will stop customers being a bit jared off when the software times out and you have to start the quote again. Even a warning of the software timing out would be appr...
Nigel Marshall over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

SKU column on invoices

Please support having a column for SKU numbers in an invoice. (linked to a product Sales Code). It's a very basic feature that is usually available for invoicing. Thanks
Salem de Bezenac almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Amend Statement layout

It would be nice to be able to personalise Statements more for example: Add bacs details Have an overdue note next to any outstanding invoices At the bottom have a due: current, 30+ days, 60+ days so the customer can see a break down of the total ...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Show the delivery address on a customer invoice

Our business is a construction business where we work on a different site each day. At the moment KASHFLOW does not have the ability to automatically show the delivery address on the printed invoice. It does have the functionality to design your o...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged