Invoicing & Quotes

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1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

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

1 VOTE

The ability to upload Invoices supplied by Self Invoicing Customers

I run a Healthcare Business which where many customers Self Invoice - I then recreate Invoices on Kashflow - It would be simpler to upload and add a Kashflow reference.

Paul Roycroft about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Option to view only unpaid invoices

I would like an option to view only unpaid invoices, in the order of my choice, whether alphabetical, oldest first, etc. At present all invoices are in view and do not appear to be archived after being marked as paid?

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

1 VOTE

Euro ability on repeat invoices

It would be very helpful to have the option to choose the currency on repeat billing. At present we have to create a monthly invoice in Euros for the same amount each month but this would save a lot of time.

Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged