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Invoicing & Quotes

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The ability to send the relevant invoices with a customer statement by email

I frequently need to send copy invoices along with statements to customers and they are increasingly preferring to receive these by email. I have been told that currently the functionality does not exist to do this. It is also really clunky when y...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Functionality to allow a download showing the "discount" bucket in the recurring invoice

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to change invoice notes (or template) depending on payment method

I'd suggest that the system should allow for additional information to be added to the invoice based upon the payment method.At the moment if the payment will be taken via DirectDebit through GoCardless, all that's added is a "PAID" stamp. I think...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Why is there not a facility to produce repeat invoices in other currencies, other than just in £ sterling.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

a Preview button, alongside the Download and Delete buttons on the customer page when a file is added

If you add a file to an invoice you can Preview, Download or Delete.If you add a file to a customer there is no Preview option, which would be useful.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Flag option for Invoices, Purchase Orders and customers

Flag option for Invoices, Purchase Orders and customers. If there is an issue with anyone of the above KF users will quickly be able to see and read associated notes.
James about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

It would be good to be able to send copies of repeat invoices to other members of my staff

I would find it helpful to send copies of repeat invoices to other members of my team.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Have the option to put an extra field above customer name on invoices for addressing invoices c/o the customer

We work for lots of management companies who like their invoices addressed to the landlord of the property we've worked on, c/o the management company. We need to categorise this work as being for the management company and not each individual lan...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Secure the html/PDF template editing area

I was recently editing the html code for invoice templates and then generating pdf previews, I found that these previews are actually still accessible even when I am logged out.These previews use real data from previous invoices, inc names, addres...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged