Invoicing & Quotes

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Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

9 VOTE

interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

9 VOTE

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation

Jack Kirby over 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

7 VOTE

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

7 VOTE

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

8 VOTE

Ability to remove Product field from Sales/Purchase invoices

This must be something that has been added in recently as in earlier versions there wasn't a default product field. The majority of my clients that are using Kashflow wont use this and its an extra field not needed. Would be fab if it was optional...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

6 VOTE

Undeliverable Email Notification when emailing invoices

Wonder why your invoices dont get paid? Customer then says they didnt receive it! so you send another copy... and they still dont pay! WE MUST GET A NOTIFICATION WHEN WE SEND AN EMAIL INVOICE TO A CUSTOMER AND THE EMAIL BOUNCES. Please consider th...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

5 VOTE

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

6 VOTE

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

6 VOTE

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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