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Invoicing & Quotes

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

Change column widths for invoices / purchases/ estimates (quotes)

There is a lovely wide column for the customer name in my list of estimates (quotes). This is usually only one or two words and is sortable anyway. However, the description is limited to a few characters, but this is where I have the information I...
L Smith over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Show invoice/purchase values both with and without VAT

In the list of invoices / purchases, the default is the total including VAT. Apparently I can change that to excluding VAT. I'd like to be able to have both. Can't imagine that others wouldn't also find this useful as an option
L Smith over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Report showing Estimates (quotes) by category

When creating estimates, I can categorise them as I choose. However, I would also like to generate a report that shows estimates as I have categorised them. In my case this would be: new project estimate / agreed or in progress / completed pending...
L Smith over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Another subtotal showing VATable amount only

We have a customer who wants us to be able to invoice her with VATable amount showing as a subtotal on her invoice as well as the NET amount . Some of the items we sell are non - VATable e.g. comic books and when she enters invoices on to her acco...
Andrea over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Copy Across 'Your Ref:' field from recurring invoice to live invoice

Hi, We run our membership directory business using the recurring invoices feature so that an invoice for the membership renewals are automatically created every year. However, when the invoice is created by the system it removes this and leaves th...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Pay Online button on Quotes

I would like to know if there is any chance to add the PAY ONLINE button on QUOTES. I would like to give my customers who sent a Quote this option, if they agree the price and T&C, to pay online straightaway from the Quotes. After payment I co...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Separate Net totals on invoice for different VAT rates

Where 2 VAT rates are used in a sale, the invoice should show the Net amount separately for each VAT rate rather than a single Net figure.
Peter Hogbin over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New