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Invoicing & Quotes

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Printing purchase/sales lists - total not showing

When printing an overdue sales/purchases list, the total amount overdue is no longer appearing at the bottom of the list. When you print the list, it also prints with the date and kashflow url at the top of the page which occasionally overwrites t...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Editing invoices - to be more user friendly

When you go into an invoice to amend something such as the company, there is an edit symbol next to the client name, for example; If you click invoices and search 12484 and select the invoice, then click the pen symbol next to the company name, ...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.
Michael Chadderz about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

When issuing a credit note it should ask to receive stock to keep updated.

The stock would be updated without manual adjustment
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

enter including vat prices for saved products/items

It would be useful to be able to enter prices into products both including and excluding vat. When retailing products with an inc vat price it would be simpler to enter the inc vat price and have the programme work out the vat. Otherwise the price...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New