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Invoicing & Quotes

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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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 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

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

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

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

Connect Kashflow to the European Peppol e-invoicing network

Dear Sir, Kashflow will be more interesting connected to the Peppol e-invoicing network. We are Accesspoint and offer an API hereto. Who can I best discuss this with? Regards Dolf Kars CEO telephone +31(0)202611791mobile +31(0)651118110's-Gravelan...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

Auomated emails for Overdue payments

I don't know if this already exists, but it would save so much time if my customers get an automated email to remind them to pay instead of me going into each client folder and sending the reminder myself.
Mohamed El Gadhy almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

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