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Invoicing & Quotes

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Import unpaid invoices list to Excel

Currently you can only download to PDF
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

The ability for customers to choose to add on a small amount of payment to go towards charity.

It would be good to have the ability for us to generate invoices where the customer has the option to add a bit extra to their payment and we can donate this extra to charity.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to send more than one invoice in one email

The ability to send more than one invoice in one email
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To have the ability to view previously sent statements and invoices. Also when customer replies to an invoice to show the invoice no.

No description provided
Anonymous over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
Debra Woodward over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email templates- spacing between paragraph

No description provided
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Add a print to pdf button to the quotes module

In the invoices module a print to pdf button appears when you tick box an invoice or multiple invoices, therefore allowing you to print out multiple invoices at the same time - it would be great if you could do exactly the same in the quotations m...
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged