Submit Idea
SUBMIT IDEA

Invoicing & Quotes

Showing 623

Set repeat invoice to generate on "last day" / "first day" of month instead of specific date

Have repeat Invoices created on "last day of the month". Currently have to use 28th of the Month and then manually change each invoice to 30th or 31st.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

attach remittance advice when payment received

I think it would be useful to attach a remittance advice for when a payment is received (customer). Obviously this can be done easily for a single invoice but when there are multiple invoice paid by one of our customers it would be useful to attac...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

ability to change the stamp

Some of our costumers find it offensives the big red stamp. I would suggested to add an option where you are able to change the size and the colour of the stamp to fit the purpose.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

add option for kashflow to automatically include the invoice number in the subject line for invoice emails

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Add sales or purchase codes without breaking out of invoice entry

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Why is there not a facility to produce repeat invoices in other currencies, other than just in £ sterling.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Enable pay online for “quotes / proforma invoices”

At present we have enabled pay online using a new pdf template, this can be applied to specific customers, unfortunately it does not work when issuing a "quote / proforma invoice" - this would be very useful functionality to have because if we wer...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Remove disabled repeat invoices from repeat invoices total

I asked if the total displayed under "repeat invoices" included disabled invoices and the answer was Yes, as below I can confirm that the total amount does include the disabled repeat invoices. Being able to remove the disabled repeat invoices fro...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1

To display purchase order number on sales page

Have more similar options to the sales(invoices) display as with quotes.For example: On the quotes page you can see the quote reference number displayed. However on sales you can’t see any reference number other then the invoice number.Also when c...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Webfont support for invoices etc

Simple one - support webfonts so i can make invoices etc look the same as all my other branded materials. Its great that templates are css/html based so i can customise but i'm limited to 5 fonts, as a designer my brand materials matter. adding we...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 5 Acknowledged