Invoicing & Quotes

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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 almost 6 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 almost 6 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 almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

editing of recurring invoices

Presently I cannot set up a recurring invoice as Kashflow does not allow me to alter the amount. As I have clients whom I invoice on both a monthly and quarterly basis it would be great if these invoices could be automatically generated in case I ...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Add customer selection to the Invoices screen

On the Invoices screen allow selection of a invoices for a specific customer. When raising invoices I often need to refer to earlier invoices from the customer to check prices , what invoice relates to etc to insure that the latest invoice is corr...