Invoicing & Quotes

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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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

Fix to show the Top Line item in the list for of Invoices , Purchases, Journals, Projects, Quotes etc

Hi My primary screen is a dell laptop hence the screen is slightly shorter than a standard screen. I access KF in Chrome I have the resolution set to 1920 x 1080 with text magnified to 125% On the laptop even with the screen maximised to the ...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

To be able to enter letters on a customer invoice number

Some of our clients use letters after an invoice number, but Kashflow only lets you use numbers.

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

How to split 1 invoice between multiple projects??

Can somebody help me to find a way where I can split 1 invoice between multiple projects to calculate the estimated cost per project. Let suppose a company hire 2 driver to work for them. there are 2 projects that are in progress: Project A and P...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 6 Already exists

1 VOTE

Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...

Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

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