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Invoicing & Quotes

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Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...
Matthew Bott about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...
Jo Triner about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Addition of vendor number on invoices

We are frequently being asked to add our vendor number to invoices along with the purchase order. This would be a helpful addition
Guest 7 months 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 about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Seamless customer management: Keep profiles open after updating, saving time and frustration when generating quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Streamline your quote creation process with pre-written templates that remember pricing for each line item

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Allow Input & Ouput VAT entries on an Invoice to account for sales commission deductions

We have farming clients who recieve a self billing invoice from their customers (typically markets), which include the gross sale figure (usualy Zero Rated) less Commission on Sales deduction (usually Std Rated). To speed up the process of creatio...
Chris D over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Pay in installments

We have quite high ticket invoices and sometimes we'd like clients to be able to have the option on their invoice to pay in instalments. So, they could pay 50% there and then and then the rest as and when they're able, but with a scheduled date fo...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged