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Invoicing & Quotes

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Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
Rob Smith almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...
Russell Sim about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Rob Smith about 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

You should be able to set a a default choice for how lists are ordered in Quotes and Sales.

For myself it would be great to open sales, for example, and have the list be in date order rather than invoice number order. My invoice numbers start with client specific numbers and end with a chronological identifier, This means that I currentl...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

You support for items sent from kashflow by email could be greatly improved.

It is not possible to view invoices or statements sent from kashflow as emails. Other than knowing that something has been sent you cannot check it afterwards. The should be a separate table showing all emails sent which allows you to view /open t...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

Allocation of Receipts to Bulk Sales Invoices

Two issues here:- i) Why can't ALL outstanding invoices for a particular customer be shown immediately to attach receipt against - it's ridiculous having to repeatedly click the "show more" button, especially when there are so many outstanding inv...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Global Invoicing Summary

When chasing clients for invoicing they are often coming back asking for breakdown at project level, not just client level. I see you have a Global Project Report which gives a fabulous summary of Income v Expenditure for our eyes only, but what I...
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Goods Shipped Date

We also require an order shipped date. We may have orders placed over the weekend. These are then downloaded on Monday and are shipped on Tuesday. We require a Ship Date on the invoice so that the customer can see the time period for dispatch and ...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

comment line in invoices and quotes

If I create an invoice, I can add an ‘item line’ which is pre-filled with product sales code i.e. 4001 then a product within this code. However if I wish to insert a comment I have to type out each time or cut and paste from elsewhere. There doe...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged