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Invoicing & Quotes

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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

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

Adding a reference to invoices

An addition of a Reference for each invoice means you don't need to click on invoices individually to find out what they were for.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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

in order to be able to use Kashflow, we need to be able to add our own invoice numbers and not "1, 2, 3 etc" as is automatically inserted by Kashflow.

We dont work on a customer account basis but each invoice is specific to different customers
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

A Flag to let you know that you have selected more than 100 invoices to pay

I have one supplier that has over 100 invoices each month. Firstly it takes forever to find all the invoices due to the date order in Batch Payments, and then when I have ticked all the invoices, to then find I have selected over 100 and have to s...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

When converting quote to invoice have a function to select individual line item.

Quotes are raised showing a full breakdown but the customer may only choose certain options from the quote. Currently the whole quote gets converted to an invoice but it would be helpful to be able to choose what the customer ordered and convert j...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Make the column width adjustable in 'standard view'

I have created a test invoice and taken a screenshot to show you what I mean. The Customer column is too wide and the Purchase Order column is too narrow for my requirements. On spreadsheets like Excel you can click and drag to adjust the column w...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

PDF Themes - being able to change multiple clients default themes at one time

I'm in a position where I'm going through a rebrand, and at one time I had selected slightly different PDF themes for some clients or suppliers, but I'm bringing them all together now under a global theme for the company. It would be really good t...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged