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Convert quotes to more than 1 invoice for receipt of deposit purposes

We work on a deposit and stage payment accounting system and would like to be able to convert the original quote to separate invoices at the different stage of the work i.e. deposit then next stage and final payment. This is to ensure there is not...
Guest almost 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Display recipients email address on PDF theme Invoice

Since its now 2021 and most people have an email address. Surely it's time to have an email address displayed on the PDF Invoice? We are able to add in a telephone/mobile number (via the HTML coding) if you know what your doing!
Debra Woodward over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Email templates- spacing between paragraph

No description provided
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Quick Updating Product Codes after creation/import

I have seen a previous idea submitted for the ability to update prices of product codes by importing a new CSV as this was rejected due to the possibility of data problems and duplicated data Issue : When you have over 1000 products, and the su...
Ben almost 7 years ago in IRIS KashFlow / Purchases 0 Planned

Export email addresses to mailchimp contact list

A way to export the email addresses from each of my customers into my Mailchimp account. Both individually and also extracting ALL email addresses without needing to do it one-by-one.
Guest almost 7 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Quick "+ Add Line Items" - Multiple Lines

Would it be possible to add a extra option/button/bell/whistle to the Purchases/Invoices option to help add product lines. Issue : Current option allows for only single lines/comments to be added per click. This takes a lot of time and effort w...
Ben almost 7 years ago in IRIS KashFlow / Purchases 1 Acknowledged

Highlight Invalid Entries - Product Specified is Invalid

Would it be possible to have the system highlight either by text colour, or by cell highlighting an invalid entry. As the "Product Specified is Invalid" warning is of little help. Issue : A product code was changed to a different location, this...
Ben almost 7 years ago in IRIS KashFlow / Purchases 0 Acknowledged

Move - Add A Product Button (Purchase/Nominal Codes / Sales Code)

Would it be possible to add, or move the button " Add A Product " in the Purchase Code/nominal code section and the Sales Code screens? Issue : When you have a number of products already in the purchase/sales code that you are updating you have...
Ben almost 7 years ago in IRIS KashFlow / Purchases 1

Repeat Invoices - Add in Frequency of years

I have several invoices that are billed bi annually or every three years and it would be great if there was an option under Frequency to check the number of years. I use the days function but every year will always be a different day.
Guest over 3 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

More intelligence as to how payments are applied

We had two identical invoices to the same customer over a two month period and the customers payment came in just after the second invoice was created. The payment was applied to the newer invoice. Support have told me that the matching rule isn't...
Guest almost 7 years ago in IRIS KashFlow / Payments 1 Acknowledged