Invoicing & Quotes

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2 VOTE

Auto Assign

We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email a...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

the option for invocies to be landscape.

We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Page numbering to printable documents

I would like the option (in .pdf themes) to add a page number to printable documents (e.g. invoices) for when they run into multiple pages.

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Within invoices and quotes an option to save to desktop button

Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

Copy PDF Themes for multiple logo's to show for different sections in one business.

I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

add a option to allow photos to be added to quotes and invoices

be able to add photo to quotes and invoices

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Have the option to not show VAT info on invoices.

Although a VAT registered company 100% of my customers aren't VAT registered so don't need the confusing VAT info on their invoices. Even if it has to be included it would be better if the line total was inclusive of VAT but at the moment there is...

Ant Parker almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Overdue purchase/sales lists

When printing an overdue sales/purchases list, part paid invoices and overdue invoices cannot be generated to appear on the same list, this used to be a helpful feature when paying supplier invoices (working from the same list in order of due date...

Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Overdue Email Reminder

I used to receive emails detailing which invoices have become overdue on a particular day. I have since been informed that this feature is no longer available. I don't want to use the automated system, because some of my customers just require m...

Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged