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Invoicing & Quotes

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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

When i sent an invoice and the customer replies it dkesnt show me what invoice they are refering to. I may have sent 100 invoices that day. It would be easier when they replied if it could show the invoice number it refers to.

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

Optional Payment by credit card

We are a financial services organisation and do not want to offer credit card payments as a matter of course, but would occasionally frind it useful to offer it at our discretion for small value transactions.particularly as we deal with a number o...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add comments to bulk invoice import

Our business offers multiple products, and we use comments on invoices to act as titles in separating them out. For example: COMMENT AS TITLE Line item 1 Line item 2 Line item 3 COMMENT AS TITLE Line item 1 Line item 2 Line item 3 Unfortunately i...
Oliver Sherrington about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Don't duplicate PO number when Copying an Invoice

Hi, Please can you change the Copy Invoice function so that it either doesn't duplicate the PO Number from the old invoice into the new one or that it asks you - if there is PO Number in the original invoice - whether you want to include the PO Nu...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Stop quotes being invoiced twice

Quotes to be flagged as already invoiced if you try to create an invoice again from same quote.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Non-printed fields in quotes / invoices.

It would be really helpful if there was an unprinted field for each line of a quote invoice. We build a quote from many different products from many different suppliers but don't let the customer see that detail. As an example a line item might sa...
Dan Roberts about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Move VAT reconcile date into the VAT section of settings

The reconcile date for VAT is currently in the 'Advanced' section of settings and not the 'VAT' section - call me a blind dingo but wouldn't it be better to have all of the VAT dealings in the one place?
Rob Smith about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0