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Invoicing & Quotes

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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 ?

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Guest over 1 year 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 over 1 year 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 over 1 year 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 almost 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 almost 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 almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Changing/Copy Customisation in New Themes

When adding a new theme and selecting a template, the new theme created doesn't have the same options as the template. For example in the “basics” tab, the title position and font size is missing. It appears in the newly created theme, the title i...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Option to print quotes without showing any VAT element

As most of our work is business to business, quotes tend to be shown without including any VAT element. Currently, we have to manually produce customer quotes because it seems Kashflow doesn't have an option to remove the VAT element from customer...
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

When a product codeor codes are updated with new prices, all new repeat invoices, in future, are updated with the new price

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Andy almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

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