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Within invoices and quotes an option to save to desktop button

Rather than having to go to Print and then when it opens PDF clicking save, it would be helpful to have a save to computer/desktop button to save time. Thanks
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Copy PDF Themes for multiple logo's to show for different sections in one business.

I asked Support if I can copy a PDF theme so that I have 3 different Clean layouts each with their own logo, but that is not possible at the moment. Please can you look into this as it would be great to copy a layout and adjust it to suit the client.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

add a option to allow photos to be added to quotes and invoices

be able to add photo to quotes and invoices
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Permanent Notification of Saved to Dropbox

When saving quotes and invoices to dropbox could there be an automatically entered entry into the 'Notes' box to say the document has been saved to dropbox because when re-opening a quote or invoice at a later date there is no way to know whether ...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Statements to show line description so clients can see what jobs the invoices relate to

Currently the statements only tell the clients our invoice number, they need to show the client what the invoice was for. In our business in the description we enter the type of job and the address of it. This is critical information.
Guest about 8 years ago in IRIS KashFlow 0 Acknowledged

Page number option to invoice for multi page invoices

It would be helpful to have the option to add page numbers in format 1 of 2 pages for example for multi page invoices.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged

Request #230101 you guys still not been in touch ONE WEEK NOW

Request #230101 you guys still not been in touch ONE WEEK NOW Try helping your customers
Guest about 8 years ago in IRIS KashFlow 0 Will not implement

Card processing fees

Niall Pinkerton Dec 20, 09:08 GMT Is there a way that credit card processing fees can automatically be applied to invoices when customers are paying online via the worldpay link?
Guest about 8 years ago in IRIS KashFlow / Payments 1 Acknowledged

bulk payments

There needs to be a filing option when marking off batch payments/receipts. the oldest is currently at the bottom of the screen so makes it a long process waiting to "load more" at the bottom of each page.So either an order by button or simply cha...
Guest about 8 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Add a recommended/integrated CRM database system to external services or could Kashflow design one as easy to use as Kashflow itself!!

As a broker we deal not only with our customers but our customers customers so to speak - would be great if we could capture this second layer of data more easily than we currently do with a stand alone CRM data base (Capsule).
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Acknowledged