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Invoicing & Quotes

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

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

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

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 almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

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

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

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

enable quotes to be more than one page long our quotes can span 2 or 3 pages and therefore we cannot use the programme for this purpose

make it possible for quotes to be on more than one page some of ours need to cover 2 or 3 pages Or if it is already possible how do we action this?
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

Print multiple packing lists

Multiple packing lists - Printing the invoices is nice and easy, you tick all the ones you want and print. However printing the packing lists is a real pain, you have to go into each individual invoice and generate each one individually. Anyway ca...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Identify Duplicate Invoices

I would like to suggest we have a feature that can collect any potential duplicate invoices or purchase orders. Currently the visual aspect of the system is not as friendly (even though functionally brilliant). When doing audits it is difficult to...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged