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Invoicing & Quotes

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

Allow user to choose time for sending repeat invoices.

Allow user to choose a time for repeat invoices to send out. Mine currently send out at like 3am or sometime in the middle of the night. This means a) clients can miss the email as its not dropping in their inbox during day hours and b) looks gene...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Additional Payment methods on Invoice

i have customers who prefer to pay by Paypal and it would be ideal if there was a choice of methods by embedding both PayOnLine and PayPal buttons on the Invoice. Also as i have a Direct Debit setup outside of KashFlow, it would be ideal if a prom...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

CSV Download of repeat invoices

I think there is a huge need to be able to download repeat invoices to CSV for financial analysis and auditing purposes. You can download as a PDF which isn't much use and it should be easy to implement as most other reports can already be downloa...
Benjamin Challinor over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0