Invoicing & Quotes

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show net, vat and gross columns on invoice view

more info to hand with less clicks, helps to spot errors ideally would be able to choose columns we can see in invoice summary view

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

5 VOTE

Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

4 VOTE

Have option for longer timeout.

I have found while working on Kashflow Accounting an instance where i have stopped working on invoices to do some other related thing in the office then come back to Kashflow. A problem occurs where i have been timed out but there is no warning of...

Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

4 VOTE

Automatic Sending of Invoices

Hi There I would like to suggest a simple facility that will send invoices as soon as they are raised, I thought this feature was already available until I checked today and it isn't. Simply put, what is required is that when an invoice is created...

Rob Lucas almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

4 VOTE

Add a switch to select between 'Proforma' and 'Quotation' as it is created.

Quite a few of my customers want a quotation, but my system is usually set up for proforma invoice. If I send a proforma when they wanted a quotation, it would seem a bit presumptuous. So I have to go to settings and change from proforma to quotat...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

I would like to be able to see quotes which have subsequently been converted to invoices.

It would benefit me and would be a tracking mechanism for the accounts department in my company

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

Remove prices on individual items,just one total on quote.

You have the ability to remove the end total on a quote / estimate but not the other way around. Id like to see the totals from each line removed to just show the complete total for all lines. Perfect for people who don't want to show individual c...

Gareth Hope about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

4 VOTE

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...

Ben about 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

4 VOTE

Display invoice and delivery address on packing notes and invoices

It would be helpful to our warehouse team if they can see who the invoice customer is as well as the delivery address

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

4 VOTE

Add a new line on an invoice without using the mouse!

I would like to be able to move to the next field using only my keyboard in an invoice, so far I can do this by using 'tab' when I'm in a line but I then have to use the mouse to get the next line. This adds extra time to adding an order. In the o...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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