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Invoicing & Quotes

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Different reply to address

We use an external SMTP service to send kashflow notifications - however so it doesn't get in the way of our base domain MX records we run it via a subdomain EG out.domain.com - but our Kashflow is currently set to send them from EG domain.com - b...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

to add a feature that your system will detect when an order number has already been entered so there is no mistake of duplication

to stop duplicating order numbers
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SMTP configuration - Allow email to be saved in IMAP Sent folder

Not all mail servers automatically save sent mail. Gmail does, but many don't. Hence if SMTP configuration is switched on, outgoing mail is not saved in sent mail. This is an issue as we want outgoing mail, e.g., invoices, saved. The solution is f...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

raising a Proforma invoice without having to raise a quote

we do not always raise a quote as we have price list but do need to raise a proforma invoice before going ahead with the order
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Include interest that could be charged on overdue invoices invoices

It was a really useful function on the old kashflow
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a Column to Invoices (Come on give us that flexibility :0)

I would like to be able to have a column for the 'Size' of the garments that we sell because that's how it comes to us from our website provider Wix. Then this way I wouldn't have to add all of the Size details to the already busy details column b...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Expand the range of Substitute Text for email templates

To add the option of sending email templates with more substitute texts. In our case the ability to have a month automatically filled, such as "Please find attached invoice for the month of [MONTH] "
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SMTP Information & Alerts

Emails I was sending out via Kashflow own smtp service were either being rejected or classified as spam as they were originating from a different source to my registered domain. To get around this i use a third party smtp service authorised to my ...
Andy Harrold almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

VAT Date different to Invoice Issued Date

We frequently for VAT purposes (customers on a self-billing agreement for example) have to change the Invoice date once a customer has paid. This has a severe impact on our P&L reports and we can never rely on their accuracy. I think it would ...
Louise Saunders almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Net off part paid invoices on statements

At the moment part paid invoices are being shown as the total invoice on one line of the statement and the payment on another line, which could be a number of lines away, depending on the number of invoices and payments applicable. This at times c...
Gethin Davies over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged