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Invoicing & Quotes

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Email Templates: add [Project Name] to text substitutes

It would make sense to be able to refer to the project name in the email heading or content when issuing an invoice.
Michael Chadderz over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

New field: Original quote number on invoice

Could a quote number be referenced when a Quote is converted into an Invoice. It is useful for us to know which quote (saved as a pdf locally) relates to a new invoice, as obviously it gets deleted from KashFlow when converted…
Dan over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Purchase Order - Option to make it a requirement to have a PO before saving

Quite simply - if we don't have a purchase order on an invoice, we don't get paid. My biggest killer of cashflow is when I've sent an invoice, it doesn't get paid, and when I chase it's because I forgot the PO. Often, you can't just re-submit t...
Gavin over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

CLAIRE ROMANS Oct 26, 13:37 BST Hi can we put a quote on the system as a total cost and then invoice part of it leaving a balance amount still on the quote until we invoice the full amount?

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When issuing a credit note it should ask to receive stock to keep updated.

The stock would be updated without manual adjustment
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add CSV Importer Tool to Sales User Profile

I have users who I would like to give a unique Sales role to as they only deal with Customers Quotes and Invoices. But all of our invoices are imported using the CSV Importer Tool found in the Settings section of the menu and Sales role users do...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Paypal import & VAT registered customers

In options for each customer, you can specify "add this VAT number to every new invoice". Unfortunately, if it is the PayPal import which creates the new invoice, that VAT number setting is ignored. This should be added to these automatically crea...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sort by Unpaid should show the unpaid total

On the old UI if sorting by 'unpaid' it would then show the total of the unpaid amounts on the invoices. It was very useful for a quick overview of the total amount unpaid on all of the invoices. It now just shows the Total of all invoices but als...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Archive old quotes

My quotes list has about 200 quotes in, it would be great if you could archive them to hide them from the main list as i dont want to delete them as often a customer will come back a year later refering to a quote i thought was dead. this way i co...
Steve Taylor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add sample picture with product

I would suggest to add an option that allows suppliers to add a sample picture with every product that is added on Kashflow. it would be helpful for the customers as they could see what they ordered. Sometimes, the customer doesn't know in particu...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged