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Invoicing & Quotes

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Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Have ability to file quotes so they disappear from list regardless of status

My quotes list gets longer and longer. Even closed quotes still appear in the list. Plus some quotes have a very long lead time and they don't need to be in the list. I would like them to remain associated in the customer record, of course. So, pe...
Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

the option of Letters to be added to the invoice numbers also allowing us to facilatate a customers to settle the statement by card via phone, in the normal way.

It would be very helpfull to have letters as well as numbers for invoices a problem with your facility. We raised two invoices for a customer. We then went to statement. We obviously thought there was a facility at hand allowing us to facilatate a...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Could you introducing a feature to allow invoices to be saved, or marked, as drafts please

I don't always use the email function within Kashflow to send out my invoices, sometimes I prefer to write a personal email and attach the invoice downloaded from Kashflow. Therefore, I can't always tell at a glance in Kashflow which invoices have...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

At the bottom of the invoice totals add an additional two sum totals showing the split between labour and materials.

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Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Send Invoices, Quotes, etc... via MS Outlook

Click a button in Kashflow to spawn a new email in Microsoft Outlook (with the PDF of quote / invoice, etc... already attached). Many fields can be automatically populated (send to email address, Dear CUSTNAME, etc... Other invoicing tools have do...
Ian Davis over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Add “undo” button to all invoice, purchase, etc., forms.

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Andrejs Bukins almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Billingual Invoices

Hi, I'm just wondering if there is any possibility to add the Arabic language to your system as we are working in the Saudi market and the VAT invoice should be in Arabic in addition to any other language. So do you think you can add an additional...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement