Invoicing & Quotes

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6 VOTE

Customers Telephone Number

The customers telephone number should be printed under the Address details on the invoice

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

6 VOTE

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

6 VOTE

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

5 VOTE

Additional Date Substitutions

It would be great to have some more date substitutions for the repeat invoicing facility. We use the monthly formula already. We have clients who we invoice weekly , so to have the week numbers on would be beneficial as well within the invoice des...

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

5 VOTE

Discount Adaptability

Would it be possible to add adaptability to the discounting feature in the invoice module? for example I might want to discount on a per line item basis or on a per invoice basis whereas at present I can only change the customers discount globally...

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

4 VOTE

Adding a Document to Standard Invoice Template

We would like to send out our standard T&C's with the email invoice template that is in KashFlow, this doesn't allow at the moment, but you can add a video?? Picture (link off the internet) or a web link! Not helpful - most companies have stan...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

5 VOTE

Select fields to display in invoice and quotes lists, like a being able to add project ref as a field

this would allow someone to use the listings based on the information the use in their business, for example our filing and reference system is based on client name and project ref being able to see these fields on screen at a glance would help. A...

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

5 VOTE

The ability to view old emails that have been sent via Kashflow

It would be extremely useful to be able to view old emails that have been sent via Kashflow - both the attachments (statement / invoices etc,) and the text in the body of the email. As we often personalise the text in the email it's useful to be a...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

Export to csv the overdue invoice report

We use Kashflow for subscription based invoices (thousands every quarter). When an invoice becomes overdue, we currently have to go into each account individually to print off reminder letters. It is extremely time consuming. It would be an enormo...

Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

Mark invoices as paid in Kashflow Go app

Ability to mark invoices as paid in the Kashflow Go app, supporting on the go users.

Cheryl Jones about 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

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