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Invoicing & Quotes

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Customer address Invoice layout

The standard US address format is as below.. Company/ContactAttention (Optiional)Street addressStreet 2 (Optional)City, State Zip I am sure other areas use different formats also. Ability to change/select layout of customer address allows for use ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

At the bottom of the invoice totals add an additional two sum totals showing the split between labour and materials.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

3D Cad file extensions such as .stp(.step), .IGES as valid attachments for POs' etc

When emailing a PO to a supplier, I often need to attach CAD files as well. The system, lets me add .dwg files, but will not let me send 3d CAD files such as Solidworks drawings or generic 3D files such as .stp (.step), or .iges. It is a fairly im...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable pay online for “quotes / proforma invoices”

At present we have enabled pay online using a new pdf template, this can be applied to specific customers, unfortunately it does not work when issuing a "quote / proforma invoice" - this would be very useful functionality to have because if we wer...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

A confirmation box before sending bulk emails from Invoice/Quotes page

I just accidentally bulk emailed a batch of old invoices to clients and tried to figure out how to stop it from happening - but it was too late, the emails had already been sent: When selecting multiple records in the invoice/quotes screen, the bu...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Remove disabled repeat invoices from repeat invoices total

I asked if the total displayed under "repeat invoices" included disabled invoices and the answer was Yes, as below I can confirm that the total amount does include the disabled repeat invoices. Being able to remove the disabled repeat invoices fro...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Quotations

Derek Storey Jul 28, 11:03 BST Our quotations often have some alternative options on different lines (for example, printing 250 business cards, printing 500 business cards) so we remove the totals from the bottom of the quotation. However this mea...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

On invoice save recalculate totals

A function that runs on invoice save the recalculates everything and warns the user if the totals don’t add up.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

I would like to be able to print an invoice just showing the gross amount and the net figure and vat figures to

As we are a retail shop I would like only the gross values to show on customers invoices - the only way I can currently do this is if I show the business as not VAT registered
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement