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Invoicing & Quotes

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Switch between invoice types

We have some customers that we invoice monthly by DD. However, we sometimes do additional work that the customers will pay via BACS. When this happens, I have to go to the customer record and change the pdf theme for the invoice. And afterwards ch...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

ability to remove cost of quote to provide information to a third party without the full cost showed

its not necessary for a third party to know what is being charged. The labour part is just a small part of the quote.
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Set Up A Direct Debit Linked To A Customer’s Credit Card

At the moment Operators can take (Credit) Card payments ‘manually’ on an ad-hoc basis and also set up and take payments via Direct Debit from the customers bank account. I have done this with clients and I was going to recommend Kashflow & Str...
Adam Richards over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

A Drop Down of Descriptions When Creating a New Invoice

Operators can create their own descriptions and then select them from a Drop Down menu. When selected the text can also be edited if required. For example (selected from the Drop Down):- “Services From Until At £ a Day” …could be edited to:- “Serv...
Adam Richards over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

disable auto credit control for a specific customer invoice

When a customer rings to arrange a payment plan, I would like to disable the auto credit control for that specific invoice. I want to stop the chase letters being sent to them, for that invoice. I would like it to still appear on a statement, to s...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Making invoices pdfs editable

I have had a few queries from clients who receive our invoices and have said that they are read only and they are unable to make notes on. As many are now working from home and unable to print and sign they need to approve electronically for their...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

'Additional text' to appear on statements

In Settings>PDF Themes>Default Theme>Misc options, there is a field for 'Additional text' that can then appear on invoices, quotes, POs and packing slips. We enter our bank details here for UK and International payments so that they alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Notification of when recurring Invoices stop

I would like to see a feature that allows a user to create a notification for when recurring / repeat Invoices stop. As a user of the system I create several recurring Invoices for councils that get Invoiced monthly. Councils only release PO numbe...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Improve Workflow on Importing Paypal Payments

I find that most of my time on Kashflow is spent editing invoices created by the Paypal import. The process is extremely tedious and open to mistakes At the moment, the steps are: Import Paypal transactions Look for where funds have been transferr...
Rich Mellor over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recharge purchases to customers

I would like to be able to add multiple purchases to an invoice for a client. Rather than copy one by one, could you 'add to' a sales invoice on a cumulative basis
Alison Bryan over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New