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Invoicing & Quotes

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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

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

Keep the date the same when copying an invoice or purchase

When using the copy tool for an invoice or purchase, the date changes to the current date. This results in having to change the date every time when often the date is either the same or at least close to the previous date posted.
Gethin Davies almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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

Invoice & Delivery address

We often send an Invoice before we have a delivery address, but when you add the delivery address at a later date, the Packing Slip on the existing Invoice does not change...only for new Invoices. The result at the moment is raising 2 Invoices, on...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding webfonts capability to PDF templates

It would be good to be able to use webfonts in the custom build PDF templates. This would give us more flexibility on how things look (ie can use brand fonts). I have tried to @import url(".... in the html and in the bespoke css but when I then se...
Corin almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Pay Online button in Pro Forma invoices

We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...
Mark Thompson about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.
Roger Miles over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged