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Invoicing & Quotes

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interest on invoices

If you are using credit control with customers, you should be able to set an interest rate, and time period of late invoices, so the software then update the invoice until paid, and resends it periodically. So I could say, my interest rate is 8% a...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

LEAD TIME OPTION IN QUOTATIONS

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation
Jack Kirby almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Date Substitution - issue date plus offset

A s an IT contractor, I submit invoices every four weeks with a line item of the invoice for each week e.g. consultancy for week ending 02/02/24 Can you add in %d as a subsitution character which is replaced with the date the invoice is created, i...
Marcus Cripps 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove product box when creating a quote

The product box is not necessary for our business, leading to a compressed description box. This would make the screen look less cluttered.
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Final Demand Notice on Invoices

on our invoices we have "Overdue" when they are overdue for payment, it would be good if there was an option for it to say "Final Demand" when needed.
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Design invoice templates

It would be useful, as with Sage and Quickbooks, to be able to manipulate the invoice template with our own designs so we can add or delete fields as required
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

When credit note applied then Kashflow should say CREDIT NOTE not PAID.

Customers are getting confused when we send a credit note as it says PAID. They only see PAID as its in big red letters so assume theyve paid it. Its a CREDIT NOTE therefore should say CREDIT NOTE
Claire Richardson almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

Show Construction VAT Reverse charge on Quotes

Why is it useful? Eradicates customer confusion as the quote would accurately reflect what will be invoiced. Who would benefit from it? Any business in the construction industry registered for VAT & CIS and using quotes within Kashflow. How sh...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Proforma

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged