Invoicing & Quotes

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Increase the number of invoices it is possible to raise in a month for the beginner package

this would be useful for starter businesses as in some months it is necessary to raise more than just 10 invoices, especially as the limit of 10 includes credit notes. It is too large a jump from 10 invoices permissible per month to the next packa...

Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

"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 about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

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 about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

1 VOTE

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 about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

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 about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

To be able to part ship orders

We have a lot of part shipments from orders & it would be very useful to be able to invoice part of the order and the balance at a later date.

Jeremy Goldberg about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

2 VOTE

the option of Letters to be added to the invoice numbers also allowing us to facilatate a customers to settle the statement by card via phone, in the normal way.

It would be very helpfull to have letters as well as numbers for invoices a problem with your facility. We raised two invoices for a customer. We then went to statement. We obviously thought there was a facility at hand allowing us to facilatate a...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

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