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Invoicing & Quotes

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To include delivery address on invoices.

Please include an option to include the delivery address on invoices, which can be disabled if and when required.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

To change the 'Last year' and 'Last month' search parameters

When looking at customer and supplier accounts, I notice that selecting 'Last year' or 'Last month'., the page shows literally the previous year, ie. only invoices for calendar year 2017, or calendar month April. I think it would be far more logic...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Add delivery address to recurring invoice

To automate my accounts want to set up recurring invoices. Unfortunately client and delivery site for my service are different things - without being able to add the delivery address field to the invoice I cannot invoice automatically - have to do...
Natalie over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Record Lock for Multi-User

With your multi-user feature, is there any plan to introduce any sort of record lock that stops two users from amending the same invoice at once? Currently, two different users can access the same invoice, edit and make changes, and it is the us...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Invoices and Bills should have a last modified date

Invoices queried via your API do not yet all return a last modified date, which makes it hard to track changes to invoices. Having a field like a last modified date against all items that often get modified would be very useful.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

add terms and conditions on second page of invoice

It's vital customers are aware of T&Cs, anything longer than a few sentences won't fit on the current invoice. To add them as an attachment to the email with the invoice means that a customer can claim not to have seen them whereas if they're ...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Better filtering of invoices

Can I put an idea to you for an improvement. When I look at all my invoices I would love to be able to filter by month. This way I can see quickly at the bottom the values I am due in or the values I have sent out. So You could filter by job and m...
Peter Oram over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

ability to add custom % mark up to invoices and quotes

In our line of business we add a % contingency based on the overall itemised bill. This is a separate line that the customer can see as % amount before VAT is added. Much like the VAT is set currently - how the customer can see at the bottom of t...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

PDF themes, you do not allow more than one logo this should be improved so companies can add footers so they can incorporate accreditation's

Companies clients/customers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New