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Invoicing & Quotes

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Projects / Jobs visible on invoice screen

When projects are assigned to an invoice they are not visible until you click 'edit' on an invoice. This is frustrating as when looking through old invoices I am unable to determine which project the invoice relates too without clicking on 'edit' ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow user to customise information that appears in Document Information section of payment reminder letters

Currently settings allows the user to customise the label given to various fields that appear in the Document Information section of invoices. However when generating a reminder letter an additional field appears in that section (the field Name wh...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Product Dropdown menus do not function correctly when the number of overall products exceeds 100

I run a Nursing agency - my sales are against different types of shifts (Day, Night Sat, Sun Bank Holidays etc) but the same shifts are paid differently depending on the customer, facility, contracting route etc. So I use the product code to split...
Paul Roycroft over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0

Have a list of template quotations to add to clients - option to search by quote name

Hi Team This is something that has really frustrated me for years and I wondered if there was anything you could do about it or a work around. My account now has 97 pages of quotations. In an ideal world I would like another search box not to sear...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoices marked paid

We notice that invoices payable by direct debit are being stamped 'paid' even when the direct debit payment has not been received. When a direct debit is set up for (say) the 1st of each month, the instalment invoice produced on that date is stamp...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Advance reminder for imminent issueing of the next annual repeat invoice

We need to inform our anual repeat invoice custumers via email of the imminent issueing of the next annual invoice. Currentñy this is not possible in KF. So any option in KF to set the system for such an email to go out, like a month or two weeks ...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Merging invoices

We sometimes get Purchase orders with combined totals from different quotations. For instance: 1 quoataion for repair truck A= £ 20 and another Quotation for truck B = £ 30 then Purchase order comes with Repair truck A and B = £ 50. Therefore to s...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Notes, Payments and Files - using tabs means it's harder to see activity at a glance

We are mystified as to why these are now separate tabs. In 'old' Kashflow, you could see them all on one screen... which is useful, for example, if the customer underpays, misses off VAT or sends notes to accompany a payment. Please would you cons...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Running total of Multi-month invoices and Annual invoices

I can quickly see at a glance the annual revenue for licences which helps me to forecast. This feature has always been included in the old version and so it prevents me from using the new because I rely on this feature.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Sub Accounts for Different Projects

Our business offers multiple services and different people are responsible for the invoicing of these. It would be helpful if we could assign separate email addresses for the different facets of the business so that responses could go to the relev...
ceri jones over 6 years ago in IRIS KashFlow / Customers / Invoicing & Quotes 0 Acknowledged