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Invoicing & Quotes

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Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add multiple items to invoice

Would be helpful to have a way to add multiple lines of items when creating an invoice.We usually have between 40 to 70 items to add to an invoice. And clicking 70 times the "add line item" is time consuming.An additional button that can add 10 it...
Salem de Bezenac over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

be able to add another field to the invoices ie Job Number

to be able to search
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Future Consideration

As sage the ability to copy information from the field above when posting items on invoices

When posting seperate lines/items on invoices the ability to copy information from the field above ie if VAT code/description/rate is the same as the previous VAT code/description/rate. Sage as this ability by pressing F6.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Transaction Searching

Under Suppliers / Customers you can set custom search fields for the transactions to view, This area could be improved even more to make it 'Super Helpful!' by adding a simple number showing the total number of transactions returned in the filter....
Ben over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Overdue invoices bulk sending

when bulk sending overdue invoices, please create a function where you can select which email template to use. Currently it sends the default email which in my case is a standard here’s your invoice email, with overdue invoices a more direct tone ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Call credit note what they are

When i email a credit note it should say CREDIT NOTE no... Not invoice no.. A few cusomers have complained about this
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Associate an Invoice with a Contact

Great - we can now have multiple Contacts for a Customer Now can we associate an Invoice (and Quote) with a particular Customer Contact - this would mean the Invoice is marked in some way as being associated with that Contact, emails to the Cust...
Charles Hewitt over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged