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Invoicing & Quotes

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

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

To be able to attach a Terms & Conditions document (as a pdf) to quotes

It gives customers all the information they need in one email
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable option to us same reference for quotations and invoices do avoid duplicate references.

Will avoid duplicating reference numbers for quotations and invoice.
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CAN WE PLEASE TAKE OFF THE 'PURCHASE ORDER' ON THE MAIN INVOICE UNDER WHERE IT SAYS INV NO, DATE,DUE DATE, ACC?

No description provided
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Looking to add additional columns to Invoices page view

Able to get a clearer picture of an invoice from the main invoice page view. e.g. project column.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Total Qty on Sales Invoices

Is there any way that we can get total qty displayed on the sales invoices?
Ergun Nalbantoglu almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow insert, duplicate and convert item/comment to line item/comment

When building complicated quotes/invoices I often have to drag new line items or comments from the bottom (they're only added at the bottom) to the appropriate place in the invoice. This is frustrating as it often takes several attempts to get it ...
Katrina Boydon almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Copying invoices ability to cancel

Why is it that it is not possible to 'copy' and invoice and then change your mind and cancel it? It always makes the invoice anyway. Please add a delete button or basically the ability to change your mind button after the invoice is copied before ...
CEO almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Automatically send invoices

Need a tick box somewhere to set all paid invoices to auto send an email. Imported paypal sales (in the hundreds) have to be ticked and sent one at a time, or in batches. A waste of time.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged