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Invoicing & Quotes

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Ability to reorder or move line items in Invoices and Purchase Orders

It would be useful to be able to reorder or move line items on both Invoices and Purchase Orders - I often have a lot of identical items but waste time having to retype to ensure there is sectional consistency/grouping
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

It would be useful if KF could remember email addresses like it used to rather then keep having to type them in each time

It is time consuming to keep typing in email addresses
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

How to split 1 invoice between multiple projects??

Can somebody help me to find a way where I can split 1 invoice between multiple projects to calculate the estimated cost per project. Let suppose a company hire 2 driver to work for them. there are 2 projects that are in progress: Project A and P...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 6 Already exists

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Make Month a variable.

It would be very useful to include a Month variable place holder in the body of a recurring invoice description text. Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Email log for invoices/purchase orders

Just as you would be able to see your sent items in Outlook, Gmail etc, it would be really good to be able to see the date/time/destination details for every invoice/purchase order sent out. Often I have to send invoices out on multiple occasions,...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Show when sales invoices have been printed off or emailed

Businesses may not create and send invoices the same day, and if there are more than one person working on invoices and printing them there may be some confusion as to if an invoice has been sent to the customer or not. It would be useful if there...
Gethin Davies almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

An easier way to mark invoices as paid in bulk

I run a dance school so will be sending out lots of small value invoices each month. Currently around 150 but hopefully that figure will be growing. Rather than going into each invoice individually it would be much easier to tick them all on the l...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists