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Invoicing & Quotes

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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 about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

Specific sales codes to be applied to a specific customer

It would be a great idea, if we were able to select specific sales code to a specific customer, so that when you raise a sales invoice for that customer only specific sales codes would appear in the dropdown menu rather than all the sales codes on...
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

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

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

Simplify invoicing with a dedicated section for payment details and notes

when I print invoices, I consistently find myself needing to print my payment details and notes on top of the invoice. It would be greatly appreciated if there could be a dedicated section for notes and payment information when producing an Invoice.
Anonymous over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

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

Split delivery notes

We don't always ship every item from an invoice in one shipment so it would be extremely useful to be able to show which items show on the delivery note. At the moment we have to raise multiple invoices.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New