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Invoicing & Quotes

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Custom payment schedule

The ability to create an invoice with a custom payment schedule. For example, I'm a wedding photographer. I take a small booking fee with the balance due 8 weeks before their date. I'd like the ability to create one invoice and specify that £x.xx ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

You already have "Invoice Filename Format" How about "Quote Filename Format"?

In the Advanced Settings Area, you already have the option to set an Invoicing Filename Format which is great as it saves you from having to type the same thing over and over again. How about a Quote Filename Format too?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Reminder letters allow invoice date text substitution

On the reminder letter there is no way to put the actual invoice date. It would be a good idea to put the invoice date as well as the due date.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Functionality to allow a download showing the "discount" bucket in the recurring invoice

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

Ability to change invoice notes (or template) depending on payment method

I'd suggest that the system should allow for additional information to be added to the invoice based upon the payment method.At the moment if the payment will be taken via DirectDebit through GoCardless, all that's added is a "PAID" stamp. I think...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Flag option for Invoices, Purchase Orders and customers

Flag option for Invoices, Purchase Orders and customers. If there is an issue with anyone of the above KF users will quickly be able to see and read associated notes.
James about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged