Submit Idea
SUBMIT IDEA

Invoicing & Quotes

Showing 36

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

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

Remove product column from sales invoices

Clients have said this is a nuisance when they don't have products.
Kerrie Moore about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

to add interest automatically to outgoing invoices if theyre overdue

so currently I am emailing customers with overdue invoices and working out how much interest they owe id love it if I could set the rate of interest and time scale in which they need to settle the invoice so if this time scale was overdue that int...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

I think it would be a good idea for Kashflow to automatically save any work being done before it times out!

i run my business as well as do all my invoicing and sometimes get distracted by work issues, yesterday I spent over an hour on one invoice and had a work call just as I was finishing invoice, the call led to some problems I had to sort and I forg...
Guest about 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Be able to view and print a deleted invoice or restore the invoice

Accidents happen and something needs to change to be able to rectify the error
Emma Ransom over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Enable pay online for “quotes / proforma invoices”

At present we have enabled pay online using a new pdf template, this can be applied to specific customers, unfortunately it does not work when issuing a "quote / proforma invoice" - this would be very useful functionality to have because if we wer...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Record Lock for Multi-User

With your multi-user feature, is there any plan to introduce any sort of record lock that stops two users from amending the same invoice at once? Currently, two different users can access the same invoice, edit and make changes, and it is the us...
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 1 Will not implement

A View button

Add a "View" button next to "Edit". This would (i) allow you to view details of an invoice not otherwise shown (eg job, product codes) without risk of changing anything accidentally and (ii) still work after the invoice is locked. Currently, if yo...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

being able to edit invoices after the transaction lock date

Changing invoice numbers and dates after transaction lock date. A customer has not yet received invoice but paid in advance, we up date the records and are unable to because the bank has been reconciled. I understand we should not be editing payme...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement