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Invoicing & Quotes

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Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Set global PDF Invoice theme for all customers

I just discovered that if we wish to change the PDF theme we are using for invoicing we have to change the setting in every customer record one at a time! This is crazy! This could require thousands of mouse-clicks to implement. The default should...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add delivery address to invoice without having to have knowledge of html or css.

I need to add the delivery address to my invoices, but have little or no knowledge of html or css. I was advised by Kashflow Support to contact my IT Dept (we don’t have one). Apart from that suggestion they said they couldn’t help. Anyone else ha...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Please could you add that if sending an invoice or a statement of account it picks up the accounts email address as selected in other information as an automatic feature.

Currently I have to in my primary contact details put in the accounts email address. This is inconvenient because if I need to contact my primary contact I have to remember to change the email details before I send and often I have sent an email t...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add support for other cloud stores

KashFlow currently only supports Dropbox cloud storage. Could you add others such as OneDrive, iCloud, etc?
Martin Haigh almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Be able to view and print a deleted invoice or restore the invoice

Accidents happen and something needs to change to be able to rectify the error
Emma Ransom over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

GoCardless - Scheduled Invoice collection date

It would be helpful if we could set when the direct debit be collected when creating a scheduled invoice to be collected by go cardless. At the moment, it initiates a collection straight away. It would be handy if it waited a few days before creat...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

One invoice for deposit and balance payments

I'd like to be able to issue one invoice to customers showing that a deposit is due on one date and that the balance is due on another. I'm trying to work out a more efficient way to invoice for deposits and balance payments as currently I send a ...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enable statements to be printed out I. The currency they were invoiced in , in my case euro’s

I send invoices to one of my customers in euros. They require monthly statements detailing all invoices and payments. These need to be in the currency I invoiced them in , which in my case is euro’s. I cannot do this in your software so I will now...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

You should be able to set a a default choice for how lists are ordered in Quotes and Sales.

For myself it would be great to open sales, for example, and have the list be in date order rather than invoice number order. My invoice numbers start with client specific numbers and end with a chronological identifier, This means that I currentl...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged