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Invoicing & Quotes

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Date box in Line Item for Invoices

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Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Option to include customer's website address on invoice

We would very much like to see the option of rendering the contents of the web address field on the invoice itself, if that’s at all possible. This would be of tremendous benefit for those Kashflow customers who are web designers, developers and c...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Selection of PDF themes for quotes and invoices

Within the Themes we can create Quotes and Invoices and we have different invoices for different customers (based on payment terms) Whilst we can set a default – say “Quote” when we come to raise and invoice for a customer we have to go into thei...
Andrew Mills about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to remove Product field from Sales/Purchase invoices

This must be something that has been added in recently as in earlier versions there wasn't a default product field. The majority of my clients that are using Kashflow wont use this and its an extra field not needed. Would be fab if it was optional...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Show the delivery address on a customer invoice

Our business is a construction business where we work on a different site each day. At the moment KASHFLOW does not have the ability to automatically show the delivery address on the printed invoice. It does have the functionality to design your o...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

PDF Themes - being able to change multiple clients default themes at one time

I'm in a position where I'm going through a rebrand, and at one time I had selected slightly different PDF themes for some clients or suppliers, but I'm bringing them all together now under a global theme for the company. It would be really good t...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Recurring invoices - please just send one email showing all recipients rather than separate emails

When I send out an ordinary invoice it goes just once with the list of recipients shown in the To: box. However, if I use repeat invoices, the system seems to send out the same invoice to each individual listed - but without showing them who else ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Custom payment schedule

The ability to create an invoice with a custom payment schedule. For example, I'm a wedding photographer. I take a small booking fee with the balance due 8 weeks before their date. I'd like the ability to create one invoice and specify that £x.xx ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged