Invoicing & Quotes

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Adding a new PDF theme

Re: https://www.kashflow.com/support/kb/pdf-themes/ When adding a new theme (+ add new theme) and selecting a template (classic or clean), the new theme created doesn't have the same options as the template. For example in the “basics” tab, the t...

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

2 VOTE

Part numbers

We as a business recognise our products by their part number, so by having a field to put the part number before the description would be very helpful. We do not want to put the part number in with the description as they are different things. Mos...

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

2 VOTE

Ability to set a number of discount percentages for customers.

Some businesses offer a range of discount percentages, maybe a step-up discount scheme where a discount is 2% for orders over £100 and 4% for orders over £200 etc. It would be useful if a user were able to select a discount percentage while creat...

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

2 VOTE

Statement adds all outstanding Invoices automatically

When you send a statement, people sometimes respond saying that they have not received the invoice.

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

2 VOTE

Drag & Drop documents to invoice & receipts.

It would be amazing if you could drag & drop multiple documents into each invoice/purchase.. rather than having to click the browse, navigate to the folder and upload one at a time...

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

1 VOTE

Different prices under the same sales code

I had to use another software because Kashflow is unable to have different prices under the same sales code. I was suggested to create different sales code under the same product name. However it would be to difficult to manage the stock in this way.

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.

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

2 VOTE

Quotes & Invoices

Hi guys, Is there any way to change the order of Rate, Total and VAT on both, quotes and invoices? Each time I send an invoice it shows the Rate, Totals and VAT last, which is a bit strange to see the totals before the VAT. Can you change it to...

Blue Personnel over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

2 VOTE

The ability to add expenses incurred as a line item on an invoice to a customer

It's quite common for expenses incurred to be recharged to an end client and currently in order to do this in KashFlow all of the information has to be re-keyed manually on to the invoice. It would be very useful to have an option to select expens...

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

2 VOTE

Add a "Pay Now" button to Quotes

Is it possible to get the "Pay Now" button inserted into the "Quotes" email sent to customers please. This way we don't have to issue a quote, then issue an invoice - they could just pay off the "quote" and Kashflow can change the quote to a paid ...

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

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