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Invoicing & Quotes

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Monitor how much has been invoiced against a quote that has been won.

I regularly prepare quotes with a number of items listed for different elements of work I will be doing on a project. Many of my projects last many months and are therefore invoiced monthly. I currently convert the relevant quote to an invoice and...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Record CIS Certificate received on each invoice

I would like to be able to somehow add that we have received a CIS certifcate from the customer we have invoiced. We have to send our invoice with the CIS dedcuction on it, it would be good to be able to go into each invoice, and tick a box maybe,...
Carey Hall over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Negative Discount value

I would like to have the facility to use negative discounts. For most of my customers I supply the same service for which I set at a base line cost price. Depending on factors such as distance and difficulty the customers actual price might either...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Sort Categories on quotes page

When you select manage categories on the quote page it would be good if you could sort them. i manage them by year so it would be good at year end to rename and then add won and lost again at the top
Steve Prosser over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Additional Column headings

It would be very useful to add additional column headings in the invoice template. Currently all you have is Qty, Description, Rate and total. I need to add further details like product names or codes to be included on the invoice.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatically changed quotes to expired when expiry date is reached

It would be really helpful, rather than having to manually change their status, also if it could alert you to when it is due to expire for example a couple of days before - this would help managing client quotes and altering when to follow up or c...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To have the function to send multiple copy invoices on one email

This would be helpful when a customer requests multiple copy invoices and they can be sent altogether.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Download sales invoices as PDFs in BULK rather than 1 at a time!!

I am trying to "back up" (for want of a better word) all of my sales invoices. Currently I have to "Print-Save as PDF "each invoice individually... I have THOUSANDS. I don't think it's too much to ask for to be able to download all of my invoices ...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT

Having the option to enter the "rate" on invoice lines as either exclusive or inclusive of VAT It would be a real time saver if there were the option to be able to enter the "rate" value of an invoice line item as gross rather than having to alway...
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Facility to assign an individual PDF template to Invoice, Estimate and Statement

We have designed new and different templates for our Invoices, Statements and Quotes (Estimates) - however you are only allowed to have one default PDF which means that everytime you send out one of the above your have to go into Options and chang...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged