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Invoicing & Quotes

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Allow hidden itemisation on invoices

In many instances one wants to allocate invoices to items other than a sales record. e.g. if you have received money on behalf of a 3rd party thats not a sale but fulfilling a liability. But you would not want your customer to see how you are appo...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Additional Substitution code for Weekly Repeat Invoices

To provide the ability to insert a %substitute code to a weekly repeat invoice so that it allows reference to the specific week the invoice relates to. For example, Rent Charge for Week Commencing DAY / MONTH or purely the Calendar Week Refernce, ...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add “copy” button/option to copy repeated lines in invoice/purchase/quotes form

No description provided
Andrejs Bukins almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add “undo” button to all invoice, purchase, etc., forms.

No description provided
Andrejs Bukins almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

An easier way to mark invoices as paid in bulk

I run a dance school so will be sending out lots of small value invoices each month. Currently around 150 but hopefully that figure will be growing. Rather than going into each invoice individually it would be much easier to tick them all on the l...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Sales Code and project to be seen in invoice view mode

Sales Code and project name seems to be seen only when creating/editing invoices. I would like to see them also in view mode. when I check how i raised an invoice it is information i want to be able to see without needing to click edit or copy whe...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Create Sales Code - Managing Stock Level does not expand scroll bar on laptop

When creating or editing a sales code on a laptop screen, if you tick the box to manage stock for this item, the window expands down in the browser, but the scroll bar does not expand making it impossible to access the Update button at the bottom ...
Rich Mellor almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

improved user access

Restrict class of user to customer files, raise invoices, quotes BUT no ability to make payments, raise credit notes, journals, or anything else. It's purely a sales function.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

A shortcut key to bypass some selections.

When I am doing monthly statements, I have to select a customer, choose statement, select the settings (eg no date range, don't show paid invoices, don't show starting balance) and then I send the statement as an email. For the next customer, I ha...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Multi stock - one end product

Problem - I buy in Products (jams, Biscuits etc) and then make them up in to a Hamper and sell the final product, I would like to add a hamper to an invoice with just the final price, but make the system remove 1xJam 1xbiscuits etc from the stock
Heather Welsby almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged