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Invoicing & Quotes

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Add another column to cater for the tariff codes from 1st Jan

Hello please can someone advise how I add another column to cater for the tariff codes that we need to show on our invoices from 1st January. Thank you
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CSV Import Invoice - Should Pull Through Product Details (Description, prices etc.)

When importing a CSV file, using a product code to identify products, the details should automatically be pulled from products set up in Kashflow. This way only product codes are needed on the import, then the invoice will show the product descrip...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Turn off the "purchase order" column when looking at a standard view of invoices

This comment follows the updated invoice list view. When viewing a list of invoices, I want as a default to see the key information being invoice number, name, amount and how long overdue. If I want purchase order, dates, etc etc then I'd like to ...
Andy Walker about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Being able to add an additional email address for replies to quotes

when a customer replies to a quote being sent the email comes through to me in accounts where it should be going to the sales person who can adjust do having an additional email address in quotes would allow the client to deal diectky with sales R...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Enable batch invoice input on standard accounts

it would be really useful for standalone Kashflow accounts to be able to input batch invoices as it would be so much more efficient. As like myself I do not use kashflow to create sales invoices I use it purely as bookkeeping so would save me a lo...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Discount on Sales codes to give more flexible pricing to customers

Due to our diverse customer base it is impossible to create a one size fits all pricelist. Because of this we find we are losing sales. To do bespoke quotes and then overide pricing for specific customers is too time consuming and open to errors. ...
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Set the 'Mark As Sent' flag for multiple invoices

It would be really useful to have the option to select multiple invoices on the Invoices page, and then to set or reset the Mark As Sent flag in a single action.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice and Proforma overview (since 3-11-20 regression)

Increase width of the now way too small customer name column. Decrease the width of issue/due date. Return to grey background (reduces user eye strain) Allow user to configure which columns are required in the overview page
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Landscape Settings

Hello, do you have any updates as to whether or not quotes and invoices will be able to be in landscape? We add a lot of wording to our quotes which would look better (less pages) in Landscape.
Guest about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Delivery dates on Estimates (quotes)

As a service provider, I need to send an estimate for the cost of work and either the customer defines the delivery date or I tell them when I can provide it. Even if I change it in the form, the PDF that is sent to the customer has the default pe...
L Smith about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New