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Invoicing & Quotes

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You already have "Invoice Filename Format" How about "Quote Filename Format"?

In the Advanced Settings Area, you already have the option to set an Invoicing Filename Format which is great as it saves you from having to type the same thing over and over again. How about a Quote Filename Format too?
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reminder letters allow invoice date text substitution

On the reminder letter there is no way to put the actual invoice date. It would be a good idea to put the invoice date as well as the due date.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Functionality to allow a download showing the "discount" bucket in the recurring invoice

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to change invoice notes (or template) depending on payment method

I'd suggest that the system should allow for additional information to be added to the invoice based upon the payment method.At the moment if the payment will be taken via DirectDebit through GoCardless, all that's added is a "PAID" stamp. I think...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Why is there not a facility to produce repeat invoices in other currencies, other than just in £ sterling.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

a Preview button, alongside the Download and Delete buttons on the customer page when a file is added

If you add a file to an invoice you can Preview, Download or Delete.If you add a file to a customer there is no Preview option, which would be useful.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Flag option for Invoices, Purchase Orders and customers

Flag option for Invoices, Purchase Orders and customers. If there is an issue with anyone of the above KF users will quickly be able to see and read associated notes.
James about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer

We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged