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Invoicing & Quotes

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Ability to show a pre vat total for each line on invoices and quotes.

I would like Kashflow to show a pre vat total for each line on invoices and quotes. My customers may buy several thousand of one product, it's good to see the cost per item pre vat, but if they buy 3000, they also want to know the cost for 3000 pr...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

payment terms global update for existing customers

I cant believe you have to update payment terms for every existing customer individually if you want to change the terms from say 28 days to 14 days as I have decided to do. I hope we can have a global update facility for all existing customers soon?
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Able to lock all invoices changes (select a date in the future)!

Possibility to lock changes to saved invoices, which is a requirement in many European countries.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Adding a Purchase Order column to the Customer: Invoices, Stats, Etc screen

I think it would be immensely helpful to add a column for Purchase Order to the Customer Invoices, Stats, Etc screen, so the columns would read Inv #, PO, Date, Amount, Status. This would make it similar to the Suppliers Purchases & Stats scre...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

correlate delivery notes with invoices to keep track of on shelf stock at different retailer

Hi There, We are a manufacturing company and we supply our product to different retailer on consignment basis. We can create Delivery notes by renaming Quotes but they do not show any correllation with the invoices. It should work like this. We se...
Hendrik almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Date box in Line Item for Invoices

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

Option to include customer's website address on invoice

We would very much like to see the option of rendering the contents of the web address field on the invoice itself, if that’s at all possible. This would be of tremendous benefit for those Kashflow customers who are web designers, developers and c...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Selection of PDF themes for quotes and invoices

Within the Themes we can create Quotes and Invoices and we have different invoices for different customers (based on payment terms) Whilst we can set a default – say “Quote” when we come to raise and invoice for a customer we have to go into thei...
Andrew Mills almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Recurring invoices - please just send one email showing all recipients rather than separate emails

When I send out an ordinary invoice it goes just once with the list of recipients shown in the To: box. However, if I use repeat invoices, the system seems to send out the same invoice to each individual listed - but without showing them who else ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged