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Invoicing & Quotes

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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

Storing of multiple shipping addresses for the same customer.

customers often require goods to be shipped to more than one delivery point but require invoices to be billed to the same HQ address. Drop down menu of stored addresses on shipping address field.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can you link it to a Diary

Turn a quote into a job and link it to a diary
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Could you introducing a feature to allow invoices to be saved, or marked, as drafts please

I don't always use the email function within Kashflow to send out my invoices, sometimes I prefer to write a personal email and attach the invoice downloaded from Kashflow. Therefore, I can't always tell at a glance in Kashflow which invoices have...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

It would be useful if KF could remember email addresses like it used to rather then keep having to type them in each time

It is time consuming to keep typing in email addresses
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

a Preview button, alongside the Download and Delete buttons on the customer page when a file is added

If you add a file to an invoice you can Preview, Download or Delete.If you add a file to a customer there is no Preview option, which would be useful.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer

We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

At the bottom of the invoice totals add an additional two sum totals showing the split between labour and materials.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Invoice Number Follow On

When creating a sales invoice it would be handy if we as the user could create the starting invoice number and Kashflow would carry on with the sequence. As the business started invoicing before using Kashflow our invoice numbers do not match Kash...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged