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Invoicing & Quotes

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Invoices in numerical order when you sort by customer

I would like to be able to produce 1 pdf of a number of invoices for 1 client. When I sort by client on the invoices page the invoices are in a random order making it difficult to select the most recent invoices to turn into a pdf. eg I have just ...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

A lower level needed for new additional users update

Small businesses where staff generate sales invoices do not always want those staff to know monthly turnover figures for the company or historical income and expenditure information such as wages and directors remuneration/directors loan accounts....
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Released

Part paid invoices are not displayed in "Unpaid" filter

Hi, When selecting "Unpaid" in the invoice list filter, none of the part paid invoices are included; they have to be selected separately, thus losing visibility of these invoices. Please add "Unpaid (part paid)" and "Overdue (part paid)" to the "U...
Gary Newbrook over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Add 'Next' Button when viewing an invoice

Hi, Is there any chance of adding 'Next' and 'Previous' Buttons when viewing an invoice. We used to have this button at the bottom on the old Kashflow (as highlighted in red in the attachment). It helps browsing through invoices per customer and v...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Released

Mark invoices/quotes as posted

You currently have a "sent "symbol when invoices are emailed to customers. Clearly useful for a system with more than one admin member so that invoices are not sent twice. The same cannot be said for invoices/quotes that have been printed and post...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Creating an invoice

I am trying to get a consistency when creating an invoice and entering a customer name into the customer field. I have a customer called Mr Albert Smith. If I type in Albert nothing appears, If I type in Smith, nothing appears, I have to type in M...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Product code on invoice

Once the VAT/Bank has been reconciled you can no longer see the product code on an invoice other than searching through the nominal ledger, due to the fact that you can not edit the invoice once reconciled. It would be better if the product code t...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Invoice Filter Defaults

ello, I have today migrated to your new design site, which to be honest, I am struggling with. Each time i log in and select 'invoices' it is automatically set to 'All' how can i change this so it defaults to display just the 'unpaid' invoices. I ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

An email icon next to quotes when they've been sent just like when you have sent invoices!

I am regularly working on more than one quote at a time, while I'm waiting for prices to come back. I don't like the fact I have to click into the quote to see if it has been sent yet. A little email icon appearing next to the quote number like wi...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Ability to change quote category status quicker

I'd like to be able to change the quote category status from the main quotes list page. Currently I need to select the quote, click edit, adjust the dropdown & update.Being able to adjust the category by having an option button at the top of t...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Released