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Invoicing & Quotes

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You support for items sent from kashflow by email could be greatly improved.

It is not possible to view invoices or statements sent from kashflow as emails. Other than knowing that something has been sent you cannot check it afterwards. The should be a separate table showing all emails sent which allows you to view /open t...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Allocation of Receipts to Bulk Sales Invoices

Two issues here:- i) Why can't ALL outstanding invoices for a particular customer be shown immediately to attach receipt against - it's ridiculous having to repeatedly click the "show more" button, especially when there are so many outstanding inv...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

A Paid stamp next to an invoice to let us know the invoice has been paid.

So if you want to know if a specific invoice has been paid you have to search the invoice number then click on to that specific invoice number then go into the invoice and look top right to see if that invoice has been paid yet. Why not have a lit...
Andy Cowan over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Code Product - Decimal Point or Percentage option

The Issue Currently when adding products under the Purchase or Sales code the price box only allows items to two decimal places. However as we all know VAT etc uses multi decimals especially when items are in larger than single quantities. Our sup...
Ben over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD about 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Goods Shipped Date

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Global Invoicing Summary

When chasing clients for invoicing they are often coming back asking for breakdown at project level, not just client level. I see you have a Global Project Report which gives a fabulous summary of Income v Expenditure for our eyes only, but what I...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Email SENT box

Please could you add an Out or Sent box for invoices sent by email. Rather than just the Log that tells me it has been sent. It would be extremely helpful to look back at the email as I often add prices and additional info on the email itself, but...
Steff Davies over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

comment line in invoices and quotes

If I create an invoice, I can add an ‘item line’ which is pre-filled with product sales code i.e. 4001 then a product within this code. However if I wish to insert a comment I have to type out each time or cut and paste from elsewhere. There doe...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

be able to add pdf to quotes or invoices

i want tot be able to add pdf to a quote which has a lot of information but no facility to do this
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New