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Invoicing & Quotes

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payment terms global update for existing customers

I cant believe you have to update payment terms for every existing customer individually if you want to change the terms from say 28 days to 14 days as I have decided to do. I hope we can have a global update facility for all existing customers soon?
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Able to lock all invoices changes (select a date in the future)!

Possibility to lock changes to saved invoices, which is a requirement in many European countries.
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add frequently used buttons (add invoice, add purchase etc) along top bar so always available

Hi Would it be possible to add some frequently used buttons along the top line? For example create invoice, create purchase? I find it time consuming to go click back two steps after creating an item in order to create another.I realise that not e...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Use delivery address automatically when you do a delivery note

This function is currently not possible but I think it makes perfect sense if you have saved the delivery dress (when you enter customer details on) and invoice can go to the usual address and when you click on delivery note or packing slip it cou...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

I suggest you develop a French Version of KashFlow

This will be very useful for the French speaking nationals and countries
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Increased functionality when subscription has expired

When a users monthly subscription has expired and their payment method has failed, why not allow the user to access invoice generation and credit chasing, plus continue to process scheduled invoices for at least a month. That way, they can be ince...
Aaron Foster almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Adding a Purchase Order column to the Customer: Invoices, Stats, Etc screen

I think it would be immensely helpful to add a column for Purchase Order to the Customer Invoices, Stats, Etc screen, so the columns would read Inv #, PO, Date, Amount, Status. This would make it similar to the Suppliers Purchases & Stats scre...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

correlate delivery notes with invoices to keep track of on shelf stock at different retailer

Hi There, We are a manufacturing company and we supply our product to different retailer on consignment basis. We can create Delivery notes by renaming Quotes but they do not show any correllation with the invoices. It should work like this. We se...
Hendrik almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Date box in Line Item for Invoices

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

Option to include customer's website address on invoice

We would very much like to see the option of rendering the contents of the web address field on the invoice itself, if that’s at all possible. This would be of tremendous benefit for those Kashflow customers who are web designers, developers and c...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged