Submit Idea
SUBMIT IDEA

Invoicing & Quotes

Showing 307

payment terms global update for existing customers

I cant believe you have to update payment terms for every existing customer individually if you want to change the terms from say 28 days to 14 days as I have decided to do. I hope we can have a global update facility for all existing customers soon?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Kashflow needs to add an auto save function for long quotations and invoices.

Kashflow needs to add an autosave function for long quotations and invoicing. This will stop customers being a bit jared off when the software times out and you have to start the quote again. Even a warning of the software timing out would be appr...
Nigel Marshall almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Able to lock all invoices changes (select a date in the future)!

Possibility to lock changes to saved invoices, which is a requirement in many European countries.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding a reference to invoices

An addition of a Reference for each invoice means you don't need to click on invoices individually to find out what they were for.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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

Adding a Purchase Order column to the Customer: Invoices, Stats, Etc screen

I think it would be immensely helpful to add a column for Purchase Order to the Customer Invoices, Stats, Etc screen, so the columns would read Inv #, PO, Date, Amount, Status. This would make it similar to the Suppliers Purchases & Stats scre...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

correlate delivery notes with invoices to keep track of on shelf stock at different retailer

Hi There, We are a manufacturing company and we supply our product to different retailer on consignment basis. We can create Delivery notes by renaming Quotes but they do not show any correllation with the invoices. It should work like this. We se...
Hendrik almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

A Flag to let you know that you have selected more than 100 invoices to pay

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged