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Invoicing & Quotes

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add option for kashflow to automatically include the invoice number in the subject line for invoice emails

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

the option of Letters to be added to the invoice numbers also allowing us to facilatate a customers to settle the statement by card via phone, in the normal way.

It would be very helpfull to have letters as well as numbers for invoices a problem with your facility. We raised two invoices for a customer. We then went to statement. We obviously thought there was a facility at hand allowing us to facilatate a...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Add sales or purchase codes without breaking out of invoice entry

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Storing of multiple shipping addresses for the same customer.

customers often require goods to be shipped to more than one delivery point but require invoices to be billed to the same HQ address. Drop down menu of stored addresses on shipping address field.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Can you link it to a Diary

Turn a quote into a job and link it to a diary
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Could you introducing a feature to allow invoices to be saved, or marked, as drafts please

I don't always use the email function within Kashflow to send out my invoices, sometimes I prefer to write a personal email and attach the invoice downloaded from Kashflow. Therefore, I can't always tell at a glance in Kashflow which invoices have...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

You already have "Invoice Filename Format" How about "Quote Filename Format"?

In the Advanced Settings Area, you already have the option to set an Invoicing Filename Format which is great as it saves you from having to type the same thing over and over again. How about a Quote Filename Format too?
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Batch invoice entries

Having moved from Sage where I had a chance to enter batch purchase and sales invoice, I think it's a feature that Kashflow should add as it is time saving.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

It would be useful if KF could remember email addresses like it used to rather then keep having to type them in each time

It is time consuming to keep typing in email addresses
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

Reminder letters allow invoice date text substitution

On the reminder letter there is no way to put the actual invoice date. It would be a good idea to put the invoice date as well as the due date.
Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged