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Invoicing & Quotes

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Showing invoices in EURO in Purchases & stats

Some of my invoices are in Euro. When going to list of invoices it is shown ONLY in £. Would be very useful to have a column of actual currency instead of going to every single one to find out how much euro I have to pay to my supplier.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enter SKU For Product Lookup In Pro-Forma Invoices

Previously, I could input an SKU into the 'Product' field of an added Line Item and either the product or variants thereof would appear in a dropdown list. This function has now disappeared and it frankly takes much more time to build an invoice.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Commission payments calculated as percentage of invoice value and displayed on invoice

I have a requirement to display Commission payments and agency fees on Invoices which are percentages of the lotal invoice values. Currently this is all calculated separately and added in to the invoice. Is it possible to add the capability to Kas...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow "Automatically email to customer" to be ticked by default on recurring invoices

We frequently find we forget to check "Automatically email to customer" when setting up recurring invoices. For 2 reasons - it's a small option and easy to miss, but primarily it seems obvious that you would want this to happen, therefore you woul...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Add different bank account details to invoices

At the moment you can only set up one bank account for suppliers to pay invoices. As we are estate agents we charge solicitors if we receommend them a nominal fee on completion which is paid to our referral account rather then the main current acc...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Auto CC for invoices

At the moment there is only the option to automatically Bcc email addresses for invoices, however, I need to allow the client to reply to one of the engineers directly with questions and therefore want to be able to auto cc multiple email address ...
Jessica Edwards over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Deferred Revenue income as a deposit

I'd love the option to allocate an income as a deposit or deferred income so that's it's not shown as turnover and then have the ability to convert this to turnover at a future point.
Darren Evans over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Drop down product list is blank, need it to show list of products

Drop down product list only seems to want you to search by entering in a character! This is no good. I need to see a drop down list I can scroll down to select, as well as the search feature.
Steve Berry over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add a way to mark invoices as 'not yet sent' or 'draft' (like the status function with Sales Orders).

This is because I like to get invoices prepared ready to send to clients but not send them out until the end of the month.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

To be able to print a list of quotes out

It would be useful to print a list of quotes out (say by date span) with minimal details, customer name, product amount etc so you can follow them up easier or give to your sales person to follow up.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists