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Invoicing & Quotes

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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?

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Guest over 5 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 over 5 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

Show only total value of Quote/Invoice instead of line values

Show only the total monetary value of a Quote/Invoice instead of a line-by-line basis. We prepare larger project quotes by adding various services/goods but only the total figure is of relevance to the end customer. Detailing it on a line-by-line ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

AUTO pay suppliers based on the due date stated on supplier invoices received

Saves time paying suppliers
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Daily/Weekly Tab for Invocies and Purchases

At present I can filter the invoice and purchase pages to see this month/ last month etc. I would like today, this week and last week added.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged