Invoicing & Quotes

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automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...

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

1 VOTE

Reestablish being able to move additional invoice entries to a different position

When additing additional entries into an invoice, it is sometimes necessary to move them into a different position, either up or down, we used to be able to do this in the previous version, but I now have delete entries to position correct and re-...

Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

1 VOTE

Multiple versions of reminder letters

I work with both English and French customers, issuing invoices in £ and in euros. When it is easy to create multiple emails to accompany the invoice, it is not possible to do so with the reminder letters. I could of course write both versions on ...

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

1 VOTE

Separate 'Remove Qty field' from Invoices and Quotes in PDF Theme Options and per invoice/quote

It would be really nice if we could choose to 'Remove Qty field' from quotes and/or invoices in PDF Theme Options. At present, if you check the 'Remove Qty field from Invoices' box, it also removes them from quotes as well. Sometimes I might want ...

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

1 VOTE

Archive Sales Invoices

It would be useful to be able to archive invoices due to the data that they use on the system. My system is slowing down due to the number of sales invoices on the system and there is no function to archive sales invoices

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

1 VOTE

Quotes won and lost percentage

It would be useful to see a quotes won and lost percentage over a specific date range to monitor our success ratio.

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

1 VOTE

Please could you add the option to put an invoice into Query.

It would be very useful to see this specific status at a glance, in the same way as you can currently see Paid/Unpaid/Overdue etc.

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

1 VOTE

Assigning Expenses to Customer Invoices

It would be great if there was a function to assign expenses incurred to customer invoices so clients can be reimbursed.

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

1 VOTE

Credit Notes should NOT count against the Monthly Invoice total

On the "Starter" package, you are limited to "unlimited quotes & 10 invoices" but raising a Credit Note against an Invoice already created counts as *another* invoice against the monthly total. This is unfair, as you have already had 1 invoice...

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

1 VOTE

Deposit invoice

We always ask for 20% deposit on new orders for new customers, i have to type this up in notes so the customer knows how much to pay for the deposit and then i have to send them another one with the balance on. Why cant this be an option to make i...

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

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