My Ideas

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances

Or at least make it an option. Our customes are all UK based, so to put 'United Kingdom' at the end of the address line looks ridiculous and makes it difficult to fit into a window envelope. At best, give customers a default option.

When I create a customer and hit the "update" button after inputting their details, their profile immediately disappears, which means I have to then search for the customer again to produce a quote. This is quite frustrating. Is it not possible to...

I often find myself copying and pasting duplicate quote items from notepads into Kashflow. Would it be possible to incorporate a feature for pre-written quote templates that remember the pricing for each line item?

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

This must be something that has been added in recently as in earlier versions there wasn't a default product field. The majority of my clients that are using Kashflow wont use this and its an extra field not needed. Would be fab if it was optional...

Would it be possible, especially when creating a new customer, to input all information on Profile, Options & Other Info pages before clicking the "Update Details" button? At the moment, once you complete the customer details, you can't go to ...

The liability for VAT quarters just finished, for which returns are not yet done or paid, appears not to be included on the dashboard - only the amount for the current quarter. This can be a significant sum and should be included.

I find it hard to believe Kashflow don't yet have the ability to create Proforma invoices! I have now signed upto Sageone and will be moving away from Kashfow. Renaing QUOTES to Proforma is Not a Solution!

can add a product code to invoice on screen, but print does not show thiswork around is to duplicate the data on the description tab. Please make product printable