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Invoicing & Quotes

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Ability to remove Product column from invoice

many companies don’t make a ‘product’ and so this column is useless to them. However it takes up space on the form when you are completing it. If it was removed we would be able to see the description etc more clearly because they would be bigger.
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Layout Consistency between creating invoices & packing slips online & how they print.

The printed/PDF invoices and packing slips are great but when it comes to creating them the layout is totally different. Online, the invoice number is on the left whereas its on the right on the print outs/pdf. The customer PO online is between th...
Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Stock Level Warnings - should trigger an email

I know you can set levels for each sales code (stock items) below which there is a warning if the stock level drops below this threshold. However, so far as I know the only difference this makes is the colour of the stock item changes when you try...
Rich Mellor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Multi-user permission with Read / View Only user to certain clients only

I want our accountants to and other departments to great groups or atleast users with different permission A financial controller might want to give read only view access to his junior accountant to build reports or download invoices and send to ...
james brent over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Quotation Follow up

To have a template or draft to send out at scheduled times to clients and a reminder to follow up
Dominic Scullion over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Access limitations to additional user

As is added access to a sales person, I don't want him to see reports section. Please make amendments so that we can limit access to any additional users.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Edit Invoice and update customer address

When editing an invoice - you are allowed to edit the customer address, whether they have a delivery address or not and there is also a button to "Update customer details". This is useful for reformatting paypal imports, where EVERY new invoice ha...
Rich Mellor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Create New Sales Code needs to be easier

When creating an invoice or purchase and you realise that an item is missing from your sales/purchase codes, you currently have the option to create a new sales / purchase code at that point. However, you have to guess what codes you have already ...
Rich Mellor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

password protecting invoices

with the GDPR it would be useful to be able to password protect invoices within Kashflow as currently i have to download the invoice, then re-save with a password and then upload into the invoice email. This takes a lot of extra time.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes / Other 0 Acknowledged

The ability to have fractional items in invoices

We are a children’s nursery so the vast majority of what we invoice is for monthly childcare fees. When a child starts mid-month, finishes mid-month, or changes their booking pattern mid month then we end up with a fraction of a monthly fee item l...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0