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Invoicing & Quotes

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Notes, Payments and Files - using tabs means it's harder to see activity at a glance

We are mystified as to why these are now separate tabs. In 'old' Kashflow, you could see them all on one screen... which is useful, for example, if the customer underpays, misses off VAT or sends notes to accompany a payment. Please would you cons...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Running total of Multi-month invoices and Annual invoices

I can quickly see at a glance the annual revenue for licences which helps me to forecast. This feature has always been included in the old version and so it prevents me from using the new because I rely on this feature.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sub Accounts for Different Projects

Our business offers multiple services and different people are responsible for the invoicing of these. It would be helpful if we could assign separate email addresses for the different facets of the business so that responses could go to the relev...
ceri jones over 6 years ago in IRIS KashFlow / Customers / Invoicing & Quotes 0 Acknowledged

Invoice Period Box

Be good to have invoice period box I run a business where we rent equipment on a monthly or quarterly basis so we run same invoices every month or quarter ie 1 machine rental £0.00 invoice Period August 2018 then repeat invoice following month 1 ...
Paul Cane over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Total Amount on Printed Reports

When you go to the Suppliers or Customers screen and view a transaction history, you have an option to print the view. It would be beneficial I feel to allow the addition to a total value field to be added to the end of the selected period your pr...
Ben over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CREDIT NOTES

The process of applying a credit note is backwards! You should re code the system to say credit note applied not applying credit applying credit is suggestive not as final as credit note applied - some companies will reject this
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes / Purchases 0 Acknowledged

Auto save when creating invoices and quotes.

At the moment when creating large multi lined estimates/quotes the system can timeout before the user has pressed save so then all work is lost! I appreciate that we should learn to save regularly but when creating these estimates they can take a...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Searchable invoice addresses where amended

When an invoice address is changed for one specific invoice (eg. t/as and c/o addresses), can these please be included in the general search results, as currently any amendments do not appear in searches.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add 'Delete' option to the actions drop down in customer transactions

Currently if you want to delete an invoice you have to open it up and click on the delete button - would be much quicker and easier if 'delete' could be made an action on the main transactions page.
Rob Smith over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Bring Back Option to Navigate Invoices Within Client Records, Opposed to Just Prev. and Next

Please bring back the option to use the arrows to navigate the previous/next invoices in the customer record, rather than looking at the prev/next invoice in the numbered sequence. This was invaluable when having to quickly scan previous invoices...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged