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Invoicing & Quotes

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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

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

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

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

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

Ability to add Purchase Orders from Customers

If you only have one customer (as in my case) or you have only a few and you need to invoice only partially for some works done, there is no way to keep track of the remaining balance on the Purchase Order received other then noting it down on pap...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Make Month a variable.

It would be very useful to include a Month variable place holder in the body of a recurring invoice description text. Each month I have to update the month text of every invoice I send out manually :-( I am unable to use automatically reoccurring ...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Invoices show my banking details for internet payment - this needs putting on the statements as well

Adding this would stop phone calls asking about payment details by someone who has not got the invoice
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged