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Invoicing & Quotes

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Invoice Template on App

I feel the app invoice template should match the desktop template or should at least be customisable, to avoid populating the email every time.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Use custom fonts in PDFtheme.

This would allow us to personalise the invoice further to be on brand with our business rather than having to use one of the default fonts.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove the option to copy and delete invoices.

This is crazy and should not be an option, I really need to have these removed as people always go for the easy way to do things and then we end up with changed or deleted invoices.
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 over 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 over 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 over 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 over 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 over 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 over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New