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Invoicing & Quotes

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invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example
Peter Oram almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

I would like to be able to have a seperate email address for for when i send quotes.

When a customer reply`s to a quote it goes to the accounts person and not the person that created the quote.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

10 Invoice Restriction on Starter package - good but not practicable

As a low volume sales invoice generator a normal year would be 22 invoice per annum and abnormal would be 33 invoice per annum. The monthly restriction for me creates an admin problem. As I need to generate at the same time 11 invoices twice a yea...
Anne Ruskin-Wyer almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Options for multiple Invoice name

Many of my customers require their invoice to be submitted in differing formats. For example, Invoice, Self Billing Application, Application. At the moment I have to manually change the Field Name in Settings whenever I send a specific invoice. It...
Louise Saunders almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Connect Kashflow to the European Peppol e-invoicing network

Dear Sir, Kashflow will be more interesting connected to the Peppol e-invoicing network. We are Accesspoint and offer an API hereto. Who can I best discuss this with? Regards Dolf Kars CEO telephone +31(0)202611791mobile +31(0)651118110's-Gravelan...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Auomated emails for Overdue payments

I don't know if this already exists, but it would save so much time if my customers get an automated email to remind them to pay instead of me going into each client folder and sending the reminder myself.
Mohamed El Gadhy almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Traceability of products sold to customers using barcode scanner on mobile phone

Hello Happy new year to you !! I would like to know that I can scan products to a customer's account? I would like the ability to trace products to specific customer accounts by using a bar code scanner. This would certainly help my business to be...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add another column to cater for the tariff codes from 1st Jan

Hello please can someone advise how I add another column to cater for the tariff codes that we need to show on our invoices from 1st January. Thank you
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CSV Import Invoice - Should Pull Through Product Details (Description, prices etc.)

When importing a CSV file, using a product code to identify products, the details should automatically be pulled from products set up in Kashflow. This way only product codes are needed on the import, then the invoice will show the product descrip...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New