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Invoicing & Quotes

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Selection of PDF themes for quotes and invoices

Within the Themes we can create Quotes and Invoices and we have different invoices for different customers (based on payment terms) Whilst we can set a default – say “Quote” when we come to raise and invoice for a customer we have to go into thei...
Andrew Mills almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Recurring invoices - please just send one email showing all recipients rather than separate emails

When I send out an ordinary invoice it goes just once with the list of recipients shown in the To: box. However, if I use repeat invoices, the system seems to send out the same invoice to each individual listed - but without showing them who else ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Custom payment schedule

The ability to create an invoice with a custom payment schedule. For example, I'm a wedding photographer. I take a small booking fee with the balance due 8 weeks before their date. I'd like the ability to create one invoice and specify that £x.xx ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The ability to automate the sending of invoices via email

I like the re-occuring invoice generation feature however I have clients that we do set jobs for on a weekly/monthly basis. I am able to set up re-occuring invoices for this but I would like the ability for Kashflow to email the invoice to the cli...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

Selling product at cost alert

I think it would be useful to get an alert that the product you are selling is at the cost you have purchased it for, at point when you are issuing an invoice. I think Sage does it. It highlights the product.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow for multiple packing slips to be printed in the same way that invoices are

We have to produce a packing slip for each invoice raised and this is done in batches
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Send invoice out before Invoice date

Our customer's payments are due on the invoice date. However we need to be able to send out the invoice beforehand. Kashflow uses the created date as the invoice date. But we would like the created date to be just the date the email/invoice is ge...
Naheed Rehman almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Customers Job Title Field On Invoice

I find that job titles are important to lots of people - yet I have to use a number of workarounds to get them to appear correcty on an invoice - Why cant we have a job title box that displays the title under customer name on an invoice instead of...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Balk order & Call offs features

Was wondering if improvement can be made on both SALES and PURCHASE ORDERS (or QUOTATION) to eventually have possibility to: . Balk order & Call offs this tool to allow me manage bulk orders (my buyers contract for fruit puree and nectars ...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged