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Invoicing & Quotes

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Falkland Islands (Malvinas) needs to have reference to Malvinas removed (urgently please)

We have a customer in the Falklands and they have advised me that (Malvinas) which appears on the invoice alongside the Falkland Islands is most offensive to Islanders and the families who lost loved ones during the liberation against Argentina. I...
Wendy Harvey over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add Mobile number and website headings to the Sales Invoice Template

The standard sales invoices templates only have tick boxes for Telephone and Email (Clean and Classic). Most invoices nowadays will also have Mobile number and Website details, but your templates only have ticks for Telephone and Email. Just about...
G B over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Search Invoices for multiple criteria

I am an ex freshbooks user and found the search function very useful the kashflow one should be like this
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Kashflow needs to add an auto save function for long quotations and invoices.

Kashflow needs to add an autosave function for long quotations and invoicing. This will stop customers being a bit jared off when the software times out and you have to start the quote again. Even a warning of the software timing out would be appr...
Nigel Marshall over 7 years ago in IRIS KashFlow / Invoicing & Quotes 3 Acknowledged

Show the delivery address on a customer invoice

Our business is a construction business where we work on a different site each day. At the moment KASHFLOW does not have the ability to automatically show the delivery address on the printed invoice. It does have the functionality to design your o...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Keep the date the same when copying an invoice or purchase

When using the copy tool for an invoice or purchase, the date changes to the current date. This results in having to change the date every time when often the date is either the same or at least close to the previous date posted.
Gethin Davies almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Pay Online button in Pro Forma invoices

We successful use the Pay Online button in our invoices but this feature is - oddly - missing when we raise pro forma invoices. Given that that the idea of a pro forma invoice is that it needs to be paid before the goods are released it seems an o...
Mark Thompson about 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Edit how the Statement looks so you can add extra info like how to pay etc.

We can add a text box of info at the bottom of our invoices - in this box we add info on how to pay etc. It would be useful if we could do something similar on the statements that we send out.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Retain a copy of the quote when converted it to an Invoice

I create a quote, when I move it to create an invoice, keep the original quote in the quote list. I found the when I create an Invoice it deletes the original quote in the quote list. This did not happen in the older ver of software.
Roger Miles about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged