Invoicing & Quotes

Showing 626

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 over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

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 almost 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

6 VOTE

seperate settings for adding a logo to emails vs. printed invoices,

we print invoices on headed paper but want all emailed invoices to contain a logo. The system only allows for one preference for logo but both options for background image. This looks to be an oversight.

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

2 VOTE

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

6 VOTE

Customers Telephone Number

The customers telephone number should be printed under the Address details on the invoice

Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

1 VOTE

Date substitutions or CSV improvements

Unfortunately, the current automatic invoicing system is weak. While I am proficient in generating monthly invoices, the lack of auto-population for date and information fields is proving to be inefficient. Additionally, I have encountered issues ...

Ben wright over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

3 VOTE

The VAT reversal needs adding to quotes to mirror invoices.

No description provided

Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

1 VOTE

IOSS Destination VAT Reporting

Having signed up (reluctantly) to IOSS non-union scheme for IOSS reporting, we have to report each month on sales to each EU country and VAT collected on behalf of that country. There need to be additional reports added to Kashflow to help with th...

Rich Mellor over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

2 VOTE

Add invoice reference on search page

Please can you add another column in the search facility? Please can you add the 'Invoice Reference' to the found searches - just instead of date, invoice number and customer - would make it a million times easier when searching for an invoice or ...

pe ge over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

2 VOTE

Payment Details On Statement When Printing And Emailing

The Ability To Insert Bank Details On A Statement So Customers Know Where To Send Details To

iwan jones over 2 years ago in IRIS KashFlow / Invoicing & Quotes 2 New

Please enter your email address

KashFlow Ideas

FILTER BY CATEGORY