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Invoicing & Quotes

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Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

PDF Invoice Theme and support for a Customs acceptable Commercial Invoice

With leaving the EU, Customs clearance invoices (Commercial Invoices) will become more prevalent if exporting. Currently Kashflow cannot produce Commercial Invoices. The additional information required is not part of a standard data set, and alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...
Ben wright about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...
Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

The VAT reversal needs adding to quotes to mirror invoices.

No description provided
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...
Guest over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Payment Details On Statement When Printing And Emailing

The Ability To Insert Bank Details On A Statement So Customers Know Where To Send Details To
iwan jones over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 New

Split delivery notes

We don't always ship every item from an invoice in one shipment so it would be extremely useful to be able to show which items show on the delivery note. At the moment we have to raise multiple invoices.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New