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Invoicing & Quotes

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Ability to remove £ signs on invoice for net and vat totals.

£ signs on the two lines are not needed as the final total has a £ sign. In my case, they are not in line with my "house style". Must be the same for many others.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Include the customer's Account number at the top of all of that customer's pages.

For some aspects of double-accounting, or looking-up records during a telephone enquiry, or even just keeping an offline job-book, 'old' Kashflow had the customer's account number on the page. Now it's not there - to go back from the invoice to ge...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

invoice received confirmations

when Ive sent a couple of invoices companies say they havent received them. So where at the bottom of invoice you can check its been sent on what date a time stamp would be helpful. Also would be nice if you could set up an email receipt back to m...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add dynamic date fields to line item descriptions

When creating recurring invoices it isn't possible to dynamically add info like 'month' to the service line item. E.g. Management fee - Nov 2021. This would allow recurring invoices to contain more relevant data when being sent. Currently the syst...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add currency options to recurring invoices

Recurring invoices save a lot of time, but with most businesses trading both domestically and internationally they will no doubt invoice in other currencies such as US Dollars. Currently, the system does not allow us to set up recurring invoices f...
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...
Rachel Nowak over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Can you put the date of when the invoice was paid on the invoice?

When you print the invoice off, it has a big red PAID but no date so i keep having to log back into the system to manually write the dates they were paid down.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2

CIS Split

It would be very helpful (for customers in particular) to have a summary at the bottom of an invoice of the total labour costs and total material costs within that invoice. Although Kashflow does calculate the CIS, when an invoice is considerably ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged