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Invoicing & Quotes

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Need an additional tab for a quote

We provide quotes and then once agreed, convert that into a PO request which once complete convert that into an invoice so we need an addition tab for quotes. At the moment we keep having to change PO request to quotes in settings which is too con...
stephanie nicholas over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Paypal Import and VAT registered businesses

At the moment, when you create invoices based on a PayPal import, we know that only one line is imported (blame it on the paypal API .as normal, rather than using the correct API...) Anyway, that first line always has the VAT rate set to 0% by def...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add notes to repeating invoices

It would be good to be able to add notes to repeating invoices/purchases Eg, we have situations where customers are billed monthly, but the amount varies each month, so it'd be good to be able to create a repeating invoice (which isn't emailed aut...
Paul Smith over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Fix to show the Top Line item in the list for of Invoices , Purchases, Journals, Projects, Quotes etc

Hi My primary screen is a dell laptop hence the screen is slightly shorter than a standard screen. I access KF in Chrome I have the resolution set to 1920 x 1080 with text magnified to 125% On the laptop even with the screen maximised to the ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To be able to enter letters on a customer invoice number

Some of our clients use letters after an invoice number, but Kashflow only lets you use numbers.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reestablish being able to move additional invoice entries to a different position

When additing additional entries into an invoice, it is sometimes necessary to move them into a different position, either up or down, we used to be able to do this in the previous version, but I now have delete entries to position correct and re-...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Multiple versions of reminder letters

I work with both English and French customers, issuing invoices in £ and in euros. When it is easy to create multiple emails to accompany the invoice, it is not possible to do so with the reminder letters. I could of course write both versions on ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Separate 'Remove Qty field' from Invoices and Quotes in PDF Theme Options and per invoice/quote

It would be really nice if we could choose to 'Remove Qty field' from quotes and/or invoices in PDF Theme Options. At present, if you check the 'Remove Qty field from Invoices' box, it also removes them from quotes as well. Sometimes I might want ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Archive Sales Invoices

It would be useful to be able to archive invoices due to the data that they use on the system. My system is slowing down due to the number of sales invoices on the system and there is no function to archive sales invoices
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged