Invoicing & Quotes

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NEW VERSION OF KASHFLOW PROBLEM Description text box on invoices needs to be larger.

Since the update, the text box is too small to see the whole description whilst typing which is causing errors.

Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

Invoice View - Project Number

The invoice view on screen does not show the PROJECT - I need to click print to view in PDF or Edit. Please add this field to view on the screen

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

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

5 VOTE

Add "Pay Online Button" to Auto Credit Control Reminders

We use auto credit control, and it cant attach the PDF invoices it can only link to them. When it links to them, it doesn't seem to add the PayOnline link? This is a link to one and it doesn't have the button; https://app.kashflow.com/V2/document...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Already exists

4 VOTE

Customer telephone and email details on quotes and invoices

To increase productivity

Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

3 VOTE

add option for kashflow to automatically include the invoice number in the subject line for invoice emails

We need a way for the invoice email to be unique for each new invoice we send, as our clients tend to reply to their invoice email when they receive it. Email software (e.g. google mail) groups similar emails together as one conversation based on ...

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

3 VOTE

Add sales or purchase codes without breaking out of invoice entry

It would be useful if, when entering sales or purchase invoices, you were able to add new sales or purchase codes and products without having to disregard the invoice entry to set codes up and then having to start again with the invoice entry.

Guest almost 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

2 VOTE

Enable inclusion of images to a quote or invoice

When providing a quotation or invoice the ability to include images would be a great help. This can show before and after of completed jobs or other information. An additional ability to be able to add an attachment to the invoice or quote when su...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

2 VOTE

Automatic overdue invoice emails

I would like a feature so overdue invoices are sent out automatically after 30 days or whatever timescale I set. And then to automatically send it the final demands etc.

Guest about 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Already exists

2 VOTE

To include delivery address on invoices.

Please include an option to include the delivery address on invoices, which can be disabled if and when required.

Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Already exists

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