Invoicing & Quotes

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Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...

Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Remove Country from address

Having United Kingdom at the bottom of customer address looks ridiculas and un-professional. When was the last time you received a letter with your country on the bottom of you address!!! It makes it look like it's been sent from abroad, which is ...

Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

After recent software update, adding an invoice within a supplier adds it by default to the wrong supplier

After a recent upgrade, when I'm in a supplier record and click on "Create New" - instead of creating a new invoice within this supplier it defaults to the first supplier on the list. This has resulted in many invoices being posted to the incorrec...

Guest 9 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Remove extra click required for searching sales code

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...

Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

8 VOTE

Report Builder

To be able to extract fields from various areas such as invoices and purchases for example.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Planned

1 VOTE

Batch redate invoices

It would be really handy for an option to bulk redate invoices. When we create our invoices, we use the packing slip as the delivery date, and print a copy of the invoice which shows the issue date. At the month end, I manually go into each invoic...

Guest 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 VOTE

product to show on invoice print

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

Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

2 VOTE

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.

Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

9 VOTE

interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

9 VOTE

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation

Jack Kirby about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

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