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Invoicing & Quotes

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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 over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

"All" Option restored for Invoice pages, bank and others

In 'old' KashFlow it was possible to have all invoices shown on a single page, and for all bank transactions visible on a single page. In 'new' KashFlow this feature has been removed - WHY? it is exceptionally useful, and is much quicker than havi...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

invoice Filtering

It would be useful if you could filter invoices by month. How many invoices and the values of invoice for the month of February did I send? How many invoices and the values of invoices are due for payment in the month of February? for example
Peter Oram almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

An quote & invoice line-item total including VAT

Customers keep asking me to put line item totals on their quotes when I send them with different options included.
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

I would like to be able to have a seperate email address for for when i send quotes.

When a customer reply`s to a quote it goes to the accounts person and not the person that created the quote.
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

10 Invoice Restriction on Starter package - good but not practicable

As a low volume sales invoice generator a normal year would be 22 invoice per annum and abnormal would be 33 invoice per annum. The monthly restriction for me creates an admin problem. As I need to generate at the same time 11 invoices twice a yea...
Anne Ruskin-Wyer almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

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

Options for multiple Invoice name

Many of my customers require their invoice to be submitted in differing formats. For example, Invoice, Self Billing Application, Application. At the moment I have to manually change the Field Name in Settings whenever I send a specific invoice. It...
Louise Saunders almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New