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Invoicing & Quotes

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A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Return ability to step through invoices

Back in the day it was possible to step through invoices by customer, can this ability be returned?
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Allowing you to select specific invoices at once and send them

Customers often request for specific invoices and the only way to do this is email them all individually which is annoying.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

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 over 7 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

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists