Invoicing & Quotes

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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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

Change of the layout for invoicing page

I would like to see if reminders have been sent out and the date that they have been sent on this page rather than having to go into each individual invoice.

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

1 VOTE

Invoice approval facility

Arranging for invoices to be approved by management is a messy and time consuming process that takes place before we are able to enter them on KF. A nice idea would be the ability to store 'unapproved' invoices on KF (perhaps even with ability to ...

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

1 VOTE

It would be useful to set the PDF theme on a per invoice basis, as well as an overall customer!

We have customers that need different templates - but only want one customer account. It is a pain having to keep swapping the default around!

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

1 VOTE

Versions of quotes

IT would be great if when amending quotes it was possible to create different versions, rather than fully overwriting the original. We have customers who want multiple quotes, with and without particular elements, and rather than create multiple q...

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

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