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Invoicing & Quotes

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Add a sales order number function

it would help to be able to keep track of sales an purchases for a particular order as not always do customers provide a po number
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...
Naheed Rehman about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

ease of checking paid invoices - -1 screen view

Currently if I am checking a bunch of invoices to see if they are paid. You have to search the invoice number -- then the invoice appears with the customer name to the right but you have to click into it again to see if it's paid or unpaid. I k...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Ability to put Invoices on hold

We have a number of wholesale customers who place orders then due to budgeting, or other considerations need to put their order on hold. It would be great if we could put an invoice on hold rather than delete it. The monies showing as on hold and ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Balk order & Call offs features

Was wondering if improvement can be made on both SALES and PURCHASE ORDERS (or QUOTATION) to eventually have possibility to: . Balk order & Call offs this tool to allow me manage bulk orders (my buyers contract for fruit puree and nectars ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

To be able to part ship orders

We have a lot of part shipments from orders & it would be very useful to be able to invoice part of the order and the balance at a later date.
Jeremy Goldberg about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged