Submit Idea
  1. IRIS KashFlow
  2. Ideas

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

SUBMIT IDEA

Invoicing & Quotes

Showing 307

Repeat Invoices - ability to add one time item

Within an existing repeat invoice, the ability to add, for one invoice only, an additional item/charge.At the moment I have to add all ad-hoc work done during the month to the "repeat" invoice, then after the run date remember to remove all the ad...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove Quantity Field from invoice

I provide professional services and don't have any requirement for QTY. Having the option to disable the QUANTITY FIELD altogether, would be useful for a lot of PROFESSIONAL SERVICE COMPANYS I imagine
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

I want to be able to create a ‘Payment Receipt’

If you go to ‘Settings’ under ‘Configurations Settings’ select ‘Email Templates’. Select +Create. I want to be able to create a ‘Payment Receipt’ template to attach a PAID Invoice which I would send to my clients for their records.You will note it...
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

default sort order on purchases and invoices by creation date

I constantly have to double click on the invoice/purchase date to get the most recent to the top when viewing customers/suppliers. It would be ideal to be able to default that search order.
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Repeat invoice end warning email

When a repeat invoice comes to the end of it's planned term, Kashflow should send an email or flag the invoice as requiring renewal or cancellation/archive. Currently annual invoices or monthly invoiced annual invoices just end.
Dominic Pascal over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Print Icon

SORRY - BUT THIS DOES NOT ALREADY EXIST!!! IT WOULD BE REALLY GOOD IF SUPPORT ACTUALLY TOOK THE TIME TO READ THE REQUESTS PROPERLY INSTEAD OF PINGING BACK A VIRTUAL AUTO RESPONSE SAYING THAT THEY COULD NOT HELP.
Mark Russell about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Statement and Invoice Sending Tagged by User Not Master Account

As it stands at the moment, when a customer is emailed a statement or an invoice, Kashflow tags this as the master user in the notes section, rather than the user who has actioned it. We have contacted Support who have said this is not a bug, as i...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged