Invoicing & Quotes

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...

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...

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...

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, ...

Adding additional boxes onto invoices etc so you can have a purchase order number as well as job numbers etc

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...

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...

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 ...

We are currently using the quote valid for / duration as "LEAD TIME" however this is only editable from the setting page. We would love to be able to edit this for each quotation

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...