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Invoicing & Quotes

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

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

To remove product column on sales invoices

A lot of clients using KashFlow do not sell specific products. Having the option to either show the product column or to hide it would be useful.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

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

Allow default VAT rates per Customer Location (IOSS)

At the moment, VAT rates default to the rate set for each item. Unfortunately, since July 2021, this is no longer applicable for sales to an EU country, where the VAT rate is linked to the country where the buyer is based. Despite suggesting chang...
Rich Mellor about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

Add fields

Hello, I have a client that owns an auto service. He asked me how can he add some fields to be completed on the Invoices and I've sent an e-mail to customer services and they told me to give you the idea here. He requires some fields like 'registr...
Express AccounTax about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

When using a mobile, better functionality in creating invoices

At present it is not possible to add Advance Payments to a newly created invoice when working on a mobile device.
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

only the DELIVERY ADDRESS to appear on all other documents

We basically want the BILLING & DELIVERY ADDRESS to appear on Invoices and only the DELIVERY ADDRESS to appear on all other documents
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged