Invoicing & Quotes

Showing 623

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

1 VOTE

It would be good to be able to get more than one project showing on a sales invoice.

I need to invoice one customer for two different events and only want to send them one invoice, not two. I would like to get the project name to show on the invoice line when the invoice is created for printing. At the moment KashFlow does not see...

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

1 VOTE

Being able to set payment terms on recurring invoices

We send monthly recurring invoices to clients which are set to 7 days terms. Any other invoices generated for clients are 30 day terms. At the moment we only have one option for terms which is set under the customer details. The single biggest cha...

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

1 VOTE

Invoice Order Entry - default Sales Code from line entry above

We have a number of products (20 - 30) under a Sales Code. When entering an order the system demands input of a sales code for each line. An automatic default from the sales code above would save a great deal of time. Tabbing over the defaulted sa...

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