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Invoicing & Quotes

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An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 7 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recurring Monthly Invoices

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Client opt out facility on auto credit control

With auto credit control emails, rather than opting out certain individual invoices month after month, it would be beneficial if we could opt out certain clients who pay us by direct debit. Because their payments are collected at various points th...
Guest 4 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Reduce width of Invoice so that it fits screen without scrolling or reducing font size

In old Kashflow once you had selected Sales and Product Codes they were no longer displayed on the invoice - now they take up too much space and you have to scroll to see the whole line to include the total price. We can't reduce the screen size a...
Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

the new design is slow, and full of bugs

Hi there, the new design, even if prettier, does not work like the old system. it is full of bugs that need corrected. you need 30% more time, you need to click far more time to chose options. You need to keep on scrolling down to add items as the...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 1 New

Show VAT inclusive amount on sold item on printed invoices (per line).

Before printing you can see item price, vat amount and total inclusive of VAT but when you print it for a customer they only see the ex VAT amount for each item. This is not good when using the invoices as sales invoices in a retail envronment.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

Square sync customer transaction separately from the daily grouped account

It would be nice to have a feature where customer transaction gets synced separately from the grouped account kashflow creates from square because if a customer makes payment and then ask for a VAT invoice, square doesn't provide this and kashflow...
Guest 5 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Commercial invoice

there are various items we need to add into kashflow invoices such as commodity code and country of origin for example there is no where to add this on kashflow invoices and it is essential information required for export etc I have noticed other ...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged