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Invoicing & Quotes

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Punctuation demarcation

We were wondering if there is going to be a fix for the punctuation demarcation that is now required when sending invoices to repeat customers where we have more than one email address i.e. ukaccounts.payable@xxx.com , jo.bloggs@xxx.com Previously...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Remove extra click required for searching sales code

When you are putting lines into an invoice, you have to click the drop down arrow on sales code and then click into the sales code box to be able to type and search. This used to be just click on the drop down arrow so you are adding extra steps r...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

the new design is slow, and full of bugs

Hi there, the new design, even if prettier, does not work like the old system. it is full of bugs that need corrected. you need 30% more time, you need to click far more time to chose options. You need to keep on scrolling down to add items as the...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Aged Debtors Emails - the link in the email should be as a text box with hyperlink to the invoice

Currently the link to the invoice only shows as a hyperlink which looks messy and unprofessional. It would look better with text in the email with hyperlink associated with it.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Would is be possible to add another field with a pop up calander so you can add a date after an item so it that will displayed on the invoice ?

No description provided
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add % increase to links

As Stripe for example takes a fee of 1.5% + 20p for each UK transactions, I reccomend to add a feature where anyone who chooses to pay via the link on the invoice will then have to pay a fee to cover losses for businesses.
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Recurring Invoice Report

There is no report to export all recurring invoices to see what you are invoicing each customer.
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Sent emails not stored in Mailbox "Sent Items" folder since switching to OAuth

Since switching to use OAuth authentication for sending email via Microsoft 365, the emails KashFlow is now sending via OAuth do not appear in the Sent-Items folder of our mailbox like they used to with SMTP. They are dropped into the Inbox, which...
Richard about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Ability to add Hyperlinks to Quotes when emailing

This was a function available in the old system. It is still available when emailing invoices as they are still in the old system. It was critical to our business as we insert links to products which are in the quotes. You can now only insert a 'p...
Bex Aiken about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Looking for a list of invoices issued in a specific date range (Repoprts / Sales / Invoice List, but find yourself limited by the 25 document limit?

Go to Reports / Business /Activity Report, enter your date range, tick Sales and All Items and Bingo!
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New