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Invoicing & Quotes

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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

Addition of a new date field on the invoice page and the ability to report on this field

Some of our work we invoice for is repeated on a six monthly or annual basis so would allow us to record the date of the next inspection and then run a report between a date range to see what work is required during that period.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quarterly billing

All my invoices are quarterly so I’m stuck with manual at the moment
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Improve address layout on invoices

The first name and surname of the customer main contact appear as a duplication of the main contact details on the invoice. To avoid this problem the customer main contact first name and surname would need to be left blanc which is not satisfactory.
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged