Invoicing & Quotes

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable

This must be something that has been added in recently as in earlier versions there wasn't a default product field. The majority of my clients that are using Kashflow wont use this and its an extra field not needed. Would be fab if it was optional...

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

When I go to look at the recurring monthly invoices, the system has the options of looking at 10 items, 20 items, 50 items or 100 items... is there a way for me to have it so I can choose to see 500 items?

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...