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changing lay out on taking the payment page

This refers to the payment sequence when taking card details, in practice you always take, 1; Card Number 2; Expiry Date, 3; security Number, Please refer to your existing page This is how everybody gives information, by phone, this all adds to ...
Guest over 6 years ago in IRIS KashFlow / Payments 1 Acknowledged

auto post code recognition

POSTCODE RECOGNITION, is highly important to most users of card payment over the phone, this would naturally give an autofill facility overcoming a huge amount of time and sometimes frustration with Customers, particularly if not fluent English sp...
Guest over 6 years ago in IRIS KashFlow / Other 1

Flexibility to move logo on pdf templates

The option to range a logo left, centre or range right on a pdf template only exists on the classic theme. It should be available on any new theme so users can customise their invoices etc. After all, that's the customer-facing document.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Check box

desperately needing a check box on an invoice to show Job in progress or job complete. Trying to integrate into zapier but cannot disguish between ongoing jobs and completed jobs
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display Billing Country of Invoice

I want a report that shows the country for each invoice or sales, like int he activity report
Guest about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Adding products to a quote / invoice by searching the product code not the description.

As we give codes to customers, they use these when ordering. It would be easier to enter onto an invoice if you could just start typing the code. It would be much quicker. Also why is it each product code will only display up to 10 consecutive pro...
Rachel Nowak over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

To add a clock button to accept a quote

when a quote is sent it would be good to accept a click button for the customer to accept the quote
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Choose if a field is mandatory in customer profile

I would like to make email addresses mandatory in customer profile so staff can’t add a customer without an email adreess.
Anonymous about 3 years ago in IRIS KashFlow / Customers 0 New

Add checkboxes to invoices

it was be useful to customise some check boxes at the bottom of an invoice. Ur - order in progress, order collected etc
Anonymous about 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

To reverse the view of reconciliations

When we reconcile - after clicking on 'Reconcile' the page displays all the previous reconciliations. The oldest ones being displayed on the top page. I think it would be much more useful to have the latest on Page 1. Could the order be reversed?
Guest over 6 years ago in IRIS KashFlow / Bank 0 Acknowledged