Invoicing & Quotes

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1 VOTE

Create New Sales Code needs to be easier

When creating an invoice or purchase and you realise that an item is missing from your sales/purchase codes, you currently have the option to create a new sales / purchase code at that point. However, you have to guess what codes you have already ...

Rich Mellor about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.

Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes / Other 0 Acknowledged

1 VOTE

Allow user to choose time for sending repeat invoices.

Allow user to choose a time for repeat invoices to send out. Mine currently send out at like 3am or sometime in the middle of the night. This means a) clients can miss the email as its not dropping in their inbox during day hours and b) looks gene...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

1 VOTE

Additional Payment methods on Invoice

i have customers who prefer to pay by Paypal and it would be ideal if there was a choice of methods by embedding both PayOnLine and PayPal buttons on the Invoice. Also as i have a Direct Debit setup outside of KashFlow, it would be ideal if a prom...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Projects / Jobs visible on invoice screen

When projects are assigned to an invoice they are not visible until you click 'edit' on an invoice. This is frustrating as when looking through old invoices I am unable to determine which project the invoice relates too without clicking on 'edit' ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Allow user to customise information that appears in Document Information section of payment reminder letters

Currently settings allows the user to customise the label given to various fields that appear in the Document Information section of invoices. However when generating a reminder letter an additional field appears in that section (the field Name wh...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Have a list of template quotations to add to clients - option to search by quote name

Hi Team This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around. My account now has 97 pages of quotations. In an ideal world I would like another search box not to sear...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Invoices marked paid

We notice that invoices payable by direct debit are being stamped 'paid' even when the direct debit payment has not been received. When a direct debit is set up for (say) the 1st of each month, the instalment invoice produced on that date is stamp...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged