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Invoicing & Quotes

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Emails to customers - header to include invoice number automatically

When customers and book keepers check emails it would be an advantage if header included the invoice number as often a number of emails have to be opened to find a particular invoice
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

On a customer tab, be able to select a few invoices for download

At the moment if i want to download a few invoices from 1 customer, I have to go to the invoice page and find the invoices I want to download (which is not easy) and select them and then they all get downloaded on a single PDF. It should be possib...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add line at any point in an invoice/quote/purchase

At the moment, we can only add lines at the bottom, then drag up into place. This is fine for small invoices, but it's a real pain for invoices with a large amount of lines. The ability to add a new line below or above the current line would make ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatic update of due date on invoice when you update the issued date.

I rarely send an invoice on the day I start it as I do monthly batches. Many of our customers have awkward payment terms - 65 days, 75 after month end etc. When I send the invoices I update the issued date but have to then manually work out the du...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

0% VAT and Customers NOT Outside EU

Add a new report which shows customers where VAT has not been included on the invoice, but they are not ticked as being outside the EU. This would help pinpoint errors in VAT charging
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Add more detail on the invoices list

It would be useful to see more details of the invoice like a brief description on which site that invoice relates to without having to click on each inoice to see what it was for.
Kirsty Willis over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

The Invoice field should be able to accept letter and other characters

I have an invoice reference of the form "SB01/12345/1". This does not fit in the Invoice Number field because: 1. It is too long 2. Contains letters 3. Contains other characters I think this should be possible
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a Custom Field Capability to Quotes

How can we include custom fields on Quotes? We are about to move our Draft Invoicing to your system from our old system wholesale this month but we are missing the ability to include a 'Your Reference' field. I realise we could put it in the comme...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

EC Sales - Box 8 & E C Sales List Inclusion

I refer to my support ticket 433877, it would appear that Kashflow does not deal with EC Sales particularly well & you have to have a separate sales nominal for EC Sales - VAT registered client so the invoice is included in Box 8 plus an EC Sa...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

change the sort order of products in the drop-down

It would be really useful when creating an invoice if the order of the products could be changed to make scrolling down the list for them easier. I know you can use the search box but it would be very helpful for them to be in sorted alphanumerica...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New