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Invoicing & Quotes

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Euro ability on repeat invoices

It would be very helpful to have the option to choose the currency on repeat billing. At present we have to create a monthly invoice in Euros for the same amount each month but this would save a lot of time.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Auto Assign

We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email a...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Identify Duplicate Invoices

I would like to suggest we have a feature that can collect any potential duplicate invoices or purchase orders. Currently the visual aspect of the system is not as friendly (even though functionally brilliant). When doing audits it is difficult to...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

the option for invocies to be landscape.

We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

On Invoice template - Company no. should go under VAT no. not as a footer

It would look better on the invoice if the Company no. could go near the VAT No. it would lok neater. Large companies do do accept invoices with a company no on invoice
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Repeat Invoices - ability to add one time item

Within an existing repeat invoice, the ability to add, for one invoice only, an additional item/charge.At the moment I have to add all ad-hoc work done during the month to the "repeat" invoice, then after the run date remember to remove all the ad...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Page numbering to printable documents

I would like the option (in .pdf themes) to add a page number to printable documents (e.g. invoices) for when they run into multiple pages.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove Quantity Field from invoice

I provide professional services and don't have any requirement for QTY. Having the option to disable the QUANTITY FIELD altogether, would be useful for a lot of PROFESSIONAL SERVICE COMPANYS I imagine
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Within invoices and quotes an option to save to desktop button

Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged