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Invoicing & Quotes

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Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Anonymous about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...
Guest almost 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Better invoices

Can we have better editing options for invoices: Sales codes as headings with items underneath so you have items set in different categories so clients can see the break down easier for each sales code.Discounts in the bottom Total/Vat Invoice tot...
Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Create Invoice - Add Lines

When adding several lines to an invoice using the new template, often the product column in the previous row(s) goes blank - eg I created an invoice with 8 lines, moved one line up to reorder, then add a new line to the invoice. I get two rows in ...
Rich Mellor 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New