Invoicing & Quotes

Showing 307

Create Invoice - Change sort order on Sales Code / Product to show most recently used at top

No-one likes to scroll through a long list of items in a drop-down every time. It would make creating an invoice much easier if the most recently used sales code / products appeared at the top of the drop-down rather than having to search every ti...

Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Automatically Created Invoices - existing customer details

As part of the Kashflow PayPal API import, you can ask it to automatically create invoices for customers as it reads the data from PayPal. However, the customer billing address and shipping address are as supplied by PayPal (normally only one addr...

Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

1 VOTE

Text substitutions for e-mails on the Total value to not include the '£' symbol

I was customising the email template with text substitutions and wanted to use [TOTAL] but not show the '£' sign so it can be used to add to payment links such as Paypal etc.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.

Katrina Boydon about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Add different bank account details to invoices

At the moment you can only set up one bank account for suppliers to pay invoices. As we are estate agents we charge solicitors if we receommend them a nominal fee on completion which is paid to our referral account rather then the main current acc...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Auto CC for invoices

At the moment there is only the option to automatically Bcc email addresses for invoices, however, I need to allow the client to reply to one of the engineers directly with questions and therefore want to be able to auto cc multiple email address ...

Jessica Edwards over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Drop down product list is blank, need it to show list of products

Drop down product list only seems to want you to search by entering in a character! This is no good. I need to see a drop down list I can scroll down to select, as well as the search feature.

Steve Berry over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Overpaid Color

Can we make overpaid invoices a different color to red? This is visually confusing as OVERDUE invoices are red.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Please enter your email address

FILTER BY CATEGORY