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Invoicing & Quotes

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Show the delivery address on a customer invoice

Our business is a construction business where we work on a different site each day. At the moment KASHFLOW does not have the ability to automatically show the delivery address on the printed invoice. It does have the functionality to design your o...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

delivery addresses should remain on older quotations when you create a new one and not change all to the same address this creates a massive

When I create a new quotation for a current customer with a different delivery address it also changes an all previous quotations. This causes a major problem when searching for older quotes. please could the delivery address be unchanged on a quo...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Please revisit the new screen design

Attached are 2 screenshots showing an invoice being edited in the original interface and the same invoice in the new design. The original is very usable design with appropriate spacing for numerical values and description In the new style screen -...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

product to show on invoice print

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 3 Future Consideration

The VAT reversal needs adding to quotes to mirror invoices.

No description provided
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

signature on invoice or quote to except work

would it be possible to add a signature box on an invoice and quote, so that the customer can sign to except that they are happy to pay or except a quote
lee price over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Kashflow/ Paypal integration

When I read that Kashflow could be integrated with Paypal for invoice purposes I was delighted as I spend ages every month manually raising invoices before orders can be sent out. I linked the two together but then realised that Kashflow is only p...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 1 New