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Invoicing & Quotes

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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

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

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

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

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

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

I want to be able to create a ‘Payment Receipt’

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

default sort order on purchases and invoices by creation date

I constantly have to double click on the invoice/purchase date to get the most recent to the top when viewing customers/suppliers. It would be ideal to be able to default that search order.
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

enter including vat prices for saved products/items

It would be useful to be able to enter prices into products both including and excluding vat. When retailing products with an inc vat price it would be simpler to enter the inc vat price and have the programme work out the vat. Otherwise the price...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New