Invoicing & Quotes

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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

1 VOTE

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 about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

1 VOTE

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 0 Acknowledged

1 VOTE

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

1 VOTE

On Invoice template - Company no. should go under VAT no. not as a footer

It would look better on the invoice if the Company no. could go near the VAT No. it would lok neater. Large companies do do accept invoices with a company no on invoice

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

1 VOTE

Repeat Invoices - ability to add one time item

Within an existing repeat invoice, the ability to add, for one invoice only, an additional item/charge.At the moment I have to add all ad-hoc work done during the month to the "repeat" invoice, then after the run date remember to remove all the ad...

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

1 VOTE

Remove Quantity Field from invoice

I provide professional services and don't have any requirement for QTY. Having the option to disable the QUANTITY FIELD altogether, would be useful for a lot of PROFESSIONAL SERVICE COMPANYS I imagine

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

1 VOTE

I want to be able to create a â€˜Payment Receiptâ€™

If you go to ‘Settings’ under ‘Configurations Settings’ select ‘Email Templates’. Select +Create. I want to be able to create a ‘Payment Receipt’ template to attach a PAID Invoice which I would send to my clients for their records.You will note it...

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

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