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Invoicing & Quotes

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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

Add Product Code to emailed invoices

Customers can then see the global Product code and saves ambiguity in the description text
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Net Estimates

My current estimates using QuickBooks 2006 pro allows me to create an estimate with VAT but when I print to PDF it only shows Net value we have a footer saying All Prices are Excluding VAT. The Vat is then added when estimate is converted to Invoi...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Read receipt for invoices etc

Would like to have the option of adding a read receipt for any invoices, quotes and statements emailed to customers. A few of our clients have asked for this.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Need an additional tab for a quote

We provide quotes and then once agreed, convert that into a PO request which once complete convert that into an invoice so we need an addition tab for quotes. At the moment we keep having to change PO request to quotes in settings which is too con...
stephanie nicholas over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Paypal Import and VAT registered businesses

At the moment, when you create invoices based on a PayPal import, we know that only one line is imported (blame it on the paypal API .as normal, rather than using the correct API...) Anyway, that first line always has the VAT rate set to 0% by def...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add notes to repeating invoices

It would be good to be able to add notes to repeating invoices/purchases Eg, we have situations where customers are billed monthly, but the amount varies each month, so it'd be good to be able to create a repeating invoice (which isn't emailed aut...
Paul Smith over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged