Skip to Main Content
SUBMIT IDEA

Invoicing & Quotes

Showing 307

Secure the html/PDF template editing area

I was recently editing the html code for invoice templates and then generating pdf previews, I found that these previews are actually still accessible even when I am logged out.These previews use real data from previous invoices, inc names, addres...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customer address Invoice layout

The standard US address format is as below.. Company/ContactAttention (Optiional)Street addressStreet 2 (Optional)City, State Zip I am sure other areas use different formats also. Ability to change/select layout of customer address allows for use ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

3D Cad file extensions such as .stp(.step), .IGES as valid attachments for POs' etc

When emailing a PO to a supplier, I often need to attach CAD files as well. The system, lets me add .dwg files, but will not let me send 3d CAD files such as Solidworks drawings or generic 3D files such as .stp (.step), or .iges. It is a fairly im...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

A confirmation box before sending bulk emails from Invoice/Quotes page

I just accidentally bulk emailed a batch of old invoices to clients and tried to figure out how to stop it from happening - but it was too late, the emails had already been sent: When selecting multiple records in the invoice/quotes screen, the bu...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Quotations

Derek Storey Jul 28, 11:03 BST Our quotations often have some alternative options on different lines (for example, printing 250 business cards, printing 500 business cards) so we remove the totals from the bottom of the quotation. However this mea...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice Number Follow On

When creating a sales invoice it would be handy if we as the user could create the starting invoice number and Kashflow would carry on with the sequence. As the business started invoicing before using Kashflow our invoice numbers do not match Kash...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

See assigned email template on Repeat Invoices Screen

We have nearly 400 repeat invoices set up, and have a over a dozen email templates to pick from depending on the nature of the repeat invoices. However, without entering each repeat invoice, there is no way to see which covering email will be used...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to upload Invoices supplied by Self Invoicing Customers

I run a Healthcare Business which where many customers Self Invoice - I then recreate Invoices on Kashflow - It would be simpler to upload and add a Kashflow reference.
Paul Roycroft about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

a method / facility where by it is possible to maintain a record of email sent to customers

When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged