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
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.
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 ...
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.
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almost 8 years ago
in IRIS KashFlow
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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?
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