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Invoicing & Quotes

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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

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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 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

Could the Transaction list be ordered by 'Date' but default?

The point of the Transactions page is to provide us with a snapshot of invoices and payments, rather like a Statement. Having the payments as separate entities is a useful addition to 'old' Kashflow. However, it's currently ordered by number, ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Released

Improve Invoice Management Workflow

I often list invoices overdue and want to review the invoice history of a customer before I send them reminders or call them direct. Clicking the customer name in the invoice list takes you to the Customer | Profile tab it would be better to recog...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

Add a 'Sent' or 'Completed' tick box to allow me to identify exactly which invoices have been completed and sent out (but not necessarily emailed).

I generally print out invoices when they are complete and send them by post. I would like to be able to mark which ones have been sent to avoid them not being forgotten - currently there is no way of telling from the software which invoices are co...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

To be able to set your items and not have to change it everytime you are logged out of kashflow

No description provided
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 5 Released

Payments

This is a must to keep up with your competitors we need to be able to mark invoices as paid via the app please advise if this is in the thoughts of Kash flow as I will be looking else where if not many thanks
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Released

Quotation summary columns should be the same as the Invoice summary columns in invoices/quotes/stats etc part of customer

This would be useful because what you see in the quotations summary just now is very limited
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

List payments under invoices newest to oldest

Currently, new payments received are listed under payments already received. As for Notes, it would be useful if this were the other way around.
Katrina Boydon almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released