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Invoicing & Quotes

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Set repeat invoice to generate on "last day" / "first day" of month instead of specific date

Have repeat Invoices created on "last day of the month". Currently have to use 28th of the Month and then manually change each invoice to 30th or 31st.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

attach remittance advice when payment received

I think it would be useful to attach a remittance advice for when a payment is received (customer). Obviously this can be done easily for a single invoice but when there are multiple invoice paid by one of our customers it would be useful to attac...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To be able to part ship orders

We have a lot of part shipments from orders & it would be very useful to be able to invoice part of the order and the balance at a later date.
Jeremy Goldberg about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Storing of multiple shipping addresses for the same customer.

customers often require goods to be shipped to more than one delivery point but require invoices to be billed to the same HQ address. Drop down menu of stored addresses on shipping address field.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can you link it to a Diary

Turn a quote into a job and link it to a diary
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged