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Invoicing & Quotes

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Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable the product drop down box to show more than ten items

One of my client's has over 1500 products & many have a very similar descriptions, so as they type in the name only ten items show up at the moment, therefore they need to type the full product name in to select the product. It would therefore...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When creating a new product within the invoice save the description & price as well.

When a product is added whilst in the invoice it only saves the code & name, it would be helpful to save the description & price as well. At the moment by saving just the code & name it takes more time & creates more work because y...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Products to appear on invoices

It seems a bit odd to enter all your products and use them when creating invoices and then they won't actually appear on the invoice itself. Meaning you have to then type what the products are into the narrative and therefore duplicating work. Is ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

I’d like to be able to select the image that I use for the paid stamp on my invoices

Hi I’d like to be able to select the image that I use for the paid stamp on my invoices; in much the same way I that can choose the image that I use for my logo at the top of the invoice. I’ve had clients and other Kashflow users suggest that th...
Alan Morton over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Credits should show discount

If a credit is applied to an account, then saved for use later against a debit entry, any applicable discount is not shown which means one has to remove the credit which brings back the discount and then re-enter the credit which is a pretty poor ...
Jon Izbel almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Basic staff should not be able to delete invoices

We deal with alot of cash customers therefor I don't think someone who can input a sales invoice on the system be able to delete invoices as this puts the company and other members of staff at risk of monies going missing
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To add search function by sales type.

sometimes I want to show the accumulative sum of invoices issued by sales type. For instance we have 3 main types of sales - one is 3Duk, the other is 3dUS and architecture. If I want to know what the total productivity is for Architecture project...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

merge customers that change their name

We have a number of customers that start as individuals using their own name and, as they grow, they create a company. We would like to be able to merge these two identities so we can see their combined purchases.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged