Invoicing & Quotes

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PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 11 Started

Ability to change "VAT" to GST in the invoices totals section under "Total Net Amount"

This will be useful for those who work with customers based in Singapore. They do not refer taxes as VAT, but rather GST. This would benefit any who works with clients in Singapore and keeps up professionalism, accuracy and best practices. When ed...

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

4 VOTE

The design is very poor

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...

Gary Newbrook 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

57 VOTE

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 14 Part Released

1 VOTE

Automate VAT rating for customers

At present, whenever we sell to the EU, we have to manually set the VAT rate on each line item to 0%, and then add a new line for IOSS VAT collected (if relevant). Even Business Customers, where the Reverse VAT rules checkbox is selected STILL get...

Rich Mellor 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

8 VOTE

Display ALL unpaid invoices not just from last 90 days

Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...

Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

4 VOTE

Create user option to remove the irritating "IRIS Pay setup link" on sales invoices

The IRIS Pay system will never be of interest to us and this "Ad" dominates the invoice creation space, it is very distracting and unnecessary.

Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

1 VOTE

Emailing Invoices

As a small sole business switching to Aouth2 is impossible to send invoices from my own account!!! This idea is simply not practicle for a small business with no IT department. I have asked 2 IT consultants I know to look at it and even they could...

Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

34 VOTE

Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...

Guest over 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

1 VOTE

option to save text added to individual emails

From time to time it is necessary to add extra information to an individual email (Invoice or Statement) however one cannot recall the information, once it has been sent. A tick box to automatically add the extra detail to Notes would save me havi...

Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

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