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Invoicing & Quotes

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enable pre set comments in invoices

You can set up products and then add them to invoices from the drop down . I would like to do the same with comments. I have standard words that I need to add to invoices as comments, not products with prices etc.
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

I would be helpfule to include the Paid On Date in the Invoices view

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

Credit Control Chase letters to show balance of actual outstanding amount of an invoice rather than original amount.

Automated credit control letters pick up the total of the original invoices and not the outstanding balance of the invoice, following part payment. Is there a way to state the actual balance rather than the original balance?
Guest almost 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

When credit note applied then Kashflow should say CREDIT NOTE not PAID.

Customers are getting confused when we send a credit note as it says PAID. They only see PAID as its in big red letters so assume theyve paid it. Its a CREDIT NOTE therefore should say CREDIT NOTE
Claire Richardson about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

SKU column on invoices

Please support having a column for SKU numbers in an invoice. (linked to a product Sales Code). It's a very basic feature that is usually available for invoicing. Thanks
Salem de Bezenac about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Apply part amounts to payment on accounts

If say you had an amount pre paid by a customer of £6000. You post as a PA (creditors a/c) a month or so later, you raise the invoice but for only part of that amount £5500 - why cant you allocate this to the PA leaving the £500 o/s?? You can easi...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Pre fill information under calculation tab

The heading on the invoices I send are: Sales Code Product Calculation Description Rate Total Disallowed Can I prefill the information under the Calculation tab in settings to avoid inputting it each time a new invoice is required?
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Subtotals on Sales Invoices

Is it possible to put subtotals in sales invoices? For one of our clients they want items grouped together before the final total, like this: AC assessment 1 AC Assessment 2 AC Assessment 3 Total AC Assessment 6 DIS 7 DIS 8 Total DIS 15 Total Sale...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Default wording in "Customer box" when creating quotes

Is it possible to change the software to enable the new quote screen to always default to “Quotation” in the customer box? Or it is possible for a software engineer to change? Many thanks, Jamie
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add custom customer fields to invoice etc

Custom fields added to customer details should be selectable for display on invoices and quotes with choice of position. Customers often require information in addition to PO number such as Vendor number or other identifier for the person sending ...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New