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Invoicing & Quotes

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Add a way to mark invoices as 'not yet sent' or 'draft' (like the status function with Sales Orders).

This is because I like to get invoices prepared ready to send to clients but not send them out until the end of the month.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

To be able to print a list of quotes out

It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

COL HEADER and COL CLASS for Project Name

Is there any way I could get a COL Class and Header for Project Name so that I can show it in line items on invoices and quotes in a custom template? Or is there a workaround for this please? Kind regards John Laker
John Laker over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Add frequently used buttons (add invoice, add purchase etc) along top bar so always available

Hi Would it be possible to add some frequently used buttons along the top line? For example create invoice, create purchase? I find it time consuming to go click back two steps after creating an item in order to create another.I realise that not e...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

add option for kashflow to automatically include the invoice number in the subject line for invoice emails

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Add sales or purchase codes without breaking out of invoice entry

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Batch invoice entries

Having moved from Sage where I had a chance to enter batch purchase and sales invoice, I think it's a feature that Kashflow should add as it is time saving.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

It would be useful if KF could remember email addresses like it used to rather then keep having to type them in each time

It is time consuming to keep typing in email addresses
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists