Skip to Main Content
SUBMIT IDEA

Invoicing & Quotes

Showing 625 of 3297

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices

an email icon to quotes as this would save time searching to ensure they have been emaild. like the feature you have for invoices
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Repeat invoice end warning email

When a repeat invoice comes to the end of it's planned term, Kashflow should send an email or flag the invoice as requiring renewal or cancellation/archive. Currently annual invoices or monthly invoiced annual invoices just end.
Dominic Pascal about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Webfont support for invoices etc

Simple one - support webfonts so i can make invoices etc look the same as all my other branded materials. Its great that templates are css/html based so i can customise but i'm limited to 5 fonts, as a designer my brand materials matter. adding we...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 5 Acknowledged

Make the WYSIWIG HTML editor for email templates optional

I understand and appreciate that most of the Kasflow users are not interested in fine tuning the HTML and CSS content of their email messages, and the quite basic visual editor for email templates is good enough for general use. I also know that i...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Additional Custom Fields on Invoices, Receipts, Etc

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 about 8 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

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

VAT rate visible on sales invoices

I would like to have the option (in .pdf themes) to show the VAT 'rate' (e.g. 5%, 20%) used per sales invoice line entry on the printed copy. At the moment there is only a VAT value per line and total at the bottom of the invoice. This is for the ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0