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Invoicing & Quotes

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Correct KF so that email reply is sent to KF user email rather than master admin email

At present where there are multiple users with different user roles it is not possible to set the reply address to the name of the person that has sent the email. When the user clicks reply, the reply is sent to the email associated with the main ...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to batch change field data - eg PO

A customer of ours asked us to add the same PO to all of their invoices with us; they have 40+ repeating invoices with us a year. We had to do this manually by opening, pasting and saving to each invoice.But 'batch processing' should be an option ...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CIS added automatically

The CIS is an option on the customers profile so why do you have to select it on the invoice, it gets missed as you have to save the invoice then click on the blue add cis statement at the bottom of the invoice. It is going to cause more issues fr...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Filter invoices to separate emailed from printed when first sending out

So that all invoices are sent out successfully and according to customer requirements
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Vat and exporting outside the EU

Where a customer is based outside the EU, I do not charge them VAT and have ticked in their profile "is based outside the EU". However, I came across an issue with your invoice calculations! I have some items I sell in bundles of 4, with a discoun...
Rich Mellor almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

request read receipt when emailing invoices or an activity log to see how often emails have been viewed

This would help identify if a customer has read the email. Therefore they can't say they haven't received it. It would benefit the Kasflow user as they can be sure the customer has received the email and see they have viewed it. This would help av...
Guest almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make inserting comments and line items easier

Adding is easy BUT I create quotes/invoices with lots of information including multiple line items and comments. Please PLEASE make it easier to add/insert line comments and line items using arrows or and "Insert" function. At the moment, they add...
Katrina Boydon about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add ability to enable or disable automatic credit control on repeat invoices

I use repeat invoices a lot, many which are collected by direct debit. As such, I would like the ability to disable automatic credit control for these invoices so these clients are not irritated by the automatic credit control emails which are sen...
Russell Chesler about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Could we have a read receipt on emails sent?

Let's us know if client has received/read the email. Helpful when emails are going to a clients Junk email and they just delete their junk without reading it.
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Accidentally deleted invoices to be retrievable.

Please make accidentally deleted invoices retrievable. Storage capacity as reason for not implementing this option should not be a problem because invoices are not meant to be deleted, hence, not a reality in practice. HMRC does not allow for invo...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New