Submit Idea

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

SUBMIT IDEA

Invoicing & Quotes

Showing 626

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

See assigned email template on Repeat Invoices Screen

We have nearly 400 repeat invoices set up, and have a over a dozen email templates to pick from depending on the nature of the repeat invoices. However, without entering each repeat invoice, there is no way to see which covering email will be used...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

a method / facility where by it is possible to maintain a record of email sent to customers

When sending invoices to customers you are able to keep track of all the emails sent and received between the two parties. This would work for purchases too.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Auto Assign

We issue monthly invoices for the same value to multi clients. Auto-assign always matches to the most recent invoice, whereas it is the earliest invoice that a client is always going to pay first. Thus with auto credit control, they get an email a...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

the option for invocies to be landscape.

We have a lot of clients whose invocies are formatted in a ladnscape style and they want to replica this in KAshflow but you can only set up portrait invocies. It was the Kashflow support team that suggested I put this on the canvas
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Page numbering to printable documents

I would like the option (in .pdf themes) to add a page number to printable documents (e.g. invoices) for when they run into multiple pages.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Within invoices and quotes an option to save to desktop button

Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Copy PDF Themes for multiple logo's to show for different sections in one business.

I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

add a option to allow photos to be added to quotes and invoices

be able to add photo to quotes and invoices
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged