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Invoicing & Quotes

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Batch invoice entries

Having moved from Sage where I had a chance to enter batch purchase and sales invoice, I think it's a feature that Kashflow should add as it is time saving.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Reminder letters allow invoice date text substitution

On the reminder letter there is no way to put the actual invoice date. It would be a good idea to put the invoice date as well as the due date.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Functionality to allow a download showing the "discount" bucket in the recurring invoice

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

Ability to change invoice notes (or template) depending on payment method

I'd suggest that the system should allow for additional information to be added to the invoice based upon the payment method.At the moment if the payment will be taken via DirectDebit through GoCardless, all that's added is a "PAID" stamp. I think...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Flag option for Invoices, Purchase Orders and customers

Flag option for Invoices, Purchase Orders and customers. If there is an issue with anyone of the above KF users will quickly be able to see and read associated notes.
James almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

It would be good to be able to send copies of repeat invoices to other members of my staff

I would find it helpful to send copies of repeat invoices to other members of my team.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom

ability to insert a forgotten line in an invoice between existing lines without having to laboriously move it up from the bottom
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Secure the html/PDF template editing area

I was recently editing the html code for invoice templates and then generating pdf previews, I found that these previews are actually still accessible even when I am logged out.These previews use real data from previous invoices, inc names, addres...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged