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Invoicing & Quotes

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Date Substitution - issue date plus offset

A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
Marcus Cripps about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove product box when creating a quote

The product box is not necessary for our business, leading to a compressed description box. This would make the screen look less cluttered.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Final Demand Notice on Invoices

on our invoices we have "Overdue" when they are overdue for payment, it would be good if there was an option for it to say "Final Demand" when needed.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Pay per feature

Hi i am a starter plan user and this is ideal for my business, however i just need the recurring invoicing feature, but i have to pay to upgrade to the higher plan but i have no use for all the other features. it would be great if i can just pay f...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create Invoice - Add Default Payment Option

When I now copy an existing invoice as a new invoice, the payment option defaults to "No payment option" for some reason. This confused me as I never even thought to check what that option was set to (the customer previously used Iris Pay). It sho...
Rich Mellor about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...
Ben wright about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New