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Invoicing & Quotes

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Changing wording on Reminder E-mails

Improvement of Customer relations: Change the wording on the E-mail of the Reminder Letters : "It's time to pay" is far too aggressive (shades of a gangster threat). Needs to be much more polite.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 3 Future Consideration

Sent mail folder

We have been asked by a handful clients lately for us to forward on a copy of the original email that was sent when their invoice was emailed to them, often because they are saying that they didn’t receive the invoice, hence why they haven’t paid ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 4 Acknowledged

Set a Credit Limit on screen for customers before new quotes are sent to avoid customers going over credit limit.

No description provided
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Planned

Add option to carry over attachments from a Quote once converted into an Invoice

KashFlow behaviour at the moment is that any files attached to a quote are removed once it is converted to an invoice. I think it would make more sense were there an option for attachments to carry over and remain attached to the resulting invoice...
Guest about 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Encryption of email attachments for GDPR purposes.

Invoice attachments can contain personal data which must be protected.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 2 Will not implement

Need a reference on invoices, want to label projects for a large client, currently have to go in and out of lots of invoices to find a past job.

No description provided
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Delivery receipts on emailed invoices

A delivery email receipt would be useful to prove that emailed invoices have actually been received so there can be no dispute.
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 4 Will not implement

VAT rate visible on sales invoices

I would like to have the option (in .pdf themes) to show the VAT 'rate' (e.g. 5%, 20%) used per sales invoice line entry on the printed copy. At the moment there is only a VAT value per line and total at the bottom of the invoice. This is for the ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0

PDF Invoice Theme and support for a Customs acceptable Commercial Invoice

With leaving the EU, Customs clearance invoices (Commercial Invoices) will become more prevalent if exporting. Currently Kashflow cannot produce Commercial Invoices. The additional information required is not part of a standard data set, and alway...
Guest over 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Statement personalisation - adding bank details

As for the moment there is no option to personalise Statements at all, I would like to have an option to have the company bank details included on the statements.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New