Invoicing & Quotes

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Invoice due date bug

When you change an invoice date (eg when you convert from a quotation or when some work is moved to a different date) the invoice due date does not automatically change in line with the automated terms condition (eg 30 days) - this would seem illo...

Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Column for Consumer Price on Invoices

KashFlow needs to be able to show a column on invoices specifying the consumer price of the product. At present when we invoice our customers (shops) for a product at say €10 - this is OK and shows on the invoiceBut then the invoice must show the ...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

Create Invoice - Change sort order on Sales Code / Product to show most recently used at top

No-one likes to scroll through a long list of items in a drop-down every time. It would make creating an invoice much easier if the most recently used sales code / products appeared at the top of the drop-down rather than having to search every ti...

Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Automatically Created Invoices - existing customer details

As part of the Kashflow PayPal API import, you can ask it to automatically create invoices for customers as it reads the data from PayPal. However, the customer billing address and shipping address are as supplied by PayPal (normally only one addr...

Rich Mellor about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

1 VOTE

Text substitutions for e-mails on the Total value to not include the '£' symbol

I was customising the email template with text substitutions and wanted to use [TOTAL] but not show the '£' sign so it can be used to add to payment links such as Paypal etc.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Allowing you to select specific invoices at once and send them

Customers often request for specific invoices and the only way to do this is email them all individually which is annoying.

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

1 VOTE

MARKING INDIVIDUAL ITEMS ON AN INVOICE AS PAID / UNPAID

Hi The nature of our business is such that we produce a monthly invoice to our customers detailing numerous items. The nature of the payments being made is such that they can be at varying times and sometimes completely missed and have to be chase...

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

use ISO 8601 date format yyyy-mm-dd

Have an option to use ISO 8601 date format such as: yyyy-mm-dd Have this available for quote/invoice file naming to allow for correct natural sorting

David Evans about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

1 VOTE

Add filter functionality to Quotes

I would like the possibility to show only quotes sent, won, lost etc.

Katrina Boydon over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Text formatting

So you can type parts of comments or line information in bold, italic, underlined and strike through, or colour to the text. As a tradesman I have to put a lot of detail in the comments box but only one price on the quote/invoice. Would make it a ...

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

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