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Would is be possible to add another field with a pop up calander so you can add a date after an item so it that will displayed on the invoice ?

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Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Make Quote & Invoice reference boxes remember previous inputs

I run a gardening business and have several hundred customers. I visit each customer 4 times regularly throughout the season. For example all of my customers get a spring visit and are invoiced as such. To make it easy to group these invoices I us...
Rob Smith about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Detail breakdown of Global Project report

A line by line nominal breakdown of the global project report
Guest over 2 years ago in IRIS KashFlow / Reports 0 New

Ability to edit the statement template to change item description field displayed

I have been advised by Support that it is not possible to edit the layout of your default Statement template, or to create a new statement 'Theme' as one can do with invoices and quotes. The standard template includes a field for 'Purchase Order',...
Russell Sim about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

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 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Will not implement

Add % increase to links

As Stripe for example takes a fee of 1.5% + 20p for each UK transactions, I reccomend to add a feature where anyone who chooses to pay via the link on the invoice will then have to pay a fee to cover losses for businesses.
Guest over 2 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Can we have the ability to download the quote report as a CSV file?

This would be useful as we currently use quotes as a record of orders not yet despatched as there is no step bewteen quote and invoice. It would be extremely helpful to be able to download this info as a CSV
Guest about 8 years ago in IRIS KashFlow / Reports 0 Acknowledged

Display customer order number on the invoices and stats page

Currently only the invoice number is displayed this makes it difficult when searching for a customer order when the only information you have is their order number.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Invoice Search Bar Improvement

In the invoice module you can only really search for a specific invoice by invoice number - that's great if you have the invoice number to hand or can remember it, but wouldn't it be great if you could search for invoices by customer (I know you c...
Rob Smith about 8 years ago in IRIS KashFlow / Invoicing & Quotes 1 Acknowledged

To have the option to customise the information downloaded on CSV file

An option to customise the downloaded CSV file as what comes over is not what we need and its so time consuming deleting and adding information so the report is what our Directors are looking for.
Guest over 5 years ago in IRIS KashFlow / Reports 0 New