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Invoicing & Quotes

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Set repeat invoice to generate on "last day" / "first day" of month instead of specific date

Have repeat Invoices created on "last day of the month". Currently have to use 28th of the Month and then manually change each invoice to 30th or 31st.
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

attach remittance advice when payment received

I think it would be useful to attach a remittance advice for when a payment is received (customer). Obviously this can be done easily for a single invoice but when there are multiple invoice paid by one of our customers it would be useful to attac...
Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

ability to change the stamp

Some of our costumers find it offensives the big red stamp. I would suggested to add an option where you are able to change the size and the colour of the stamp to fit the purpose.
Guest about 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Why is there not a facility to produce repeat invoices in other currencies, other than just in £ sterling.

No description provided
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To display purchase order number on sales page

Have more similar options to the sales(invoices) display as with quotes.For example: On the quotes page you can see the quote reference number displayed. However on sales you can’t see any reference number other then the invoice number.Also when c...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Webfont support for invoices etc

Simple one - support webfonts so i can make invoices etc look the same as all my other branded materials. Its great that templates are css/html based so i can customise but i'm limited to 5 fonts, as a designer my brand materials matter. adding we...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 5 Acknowledged

Updating Delivery address updates invoice details

If you need to update the delivery address after an invoice has been generated it is currently not possible. Updates to delivery address in the customer record are not reflected in current invoice (whereas updates to the billing address are). Even...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When de-registering for VAT, exisiting repeating invoices should also be amended

We recently de-registered for VAT, and amended the VAT setting in Kashflow (after consulting the Helpdesk). I tested this by creating a manual invoice, and sure enough there was no mention of VAT. All hunky-dory, I thought. Then a few days later, ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Enable the product drop down box to show more than ten items

One of my client's has over 1500 products & many have a very similar descriptions, so as they type in the name only ten items show up at the moment, therefore they need to type the full product name in to select the product. It would therefore...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

When creating a new product within the invoice save the description & price as well.

When a product is added whilst in the invoice it only saves the code & name, it would be helpful to save the description & price as well. At the moment by saving just the code & name it takes more time & creates more work because y...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged