Invoicing & Quotes

Showing 626

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs

Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

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

1 VOTE

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

1 VOTE

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

2 VOTE

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 almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

1 VOTE

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

2 VOTE

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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

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

2 VOTE

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 about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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