IRIS KashFlow

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Credit Notes should NOT count against the Monthly Invoice total

On the "Starter" package, you are limited to "unlimited quotes & 10 invoices" but raising a Credit Note against an Invoice already created counts as *another* invoice against the monthly total. This is unfair, as you have already had 1 invoice...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Deposit invoice

We always ask for 20% deposit on new orders for new customers, i have to type this up in notes so the customer knows how much to pay for the deposit and then i have to send them another one with the balance on. Why cant this be an option to make i...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Search customer by date entered onto kashflow

It would be useful if you could see what date you created the customer through a report. I have issues where I have to put customers on kashflow and a sales database and its hard to know without spending hours checking both databases if i have don...

Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

1 VOTE

The ability to change the template for trminder letters

I've treid to find the template for these and have raised a support ticked with your team and given this response Hi Roger, Thanks for getting in touch. I have tried to change the Reminder letter template in our system but it seems at this moment ...

Guest almost 6 years ago in IRIS KashFlow / Dashboard 1 Already exists

1 VOTE

View the Project Tag on the Purchase Screen

It would be useful if we could view the Project that a Purchase Invoice was assigned too on the purchase screen which shows the list of invoices? this would be good to ensure all invoices have been assigned correctly to a Project.

Guest almost 6 years ago in IRIS KashFlow / Purchases 0 Acknowledged

1 VOTE

It would be good to be able to get more than one project showing on a sales invoice.

I need to invoice one customer for two different events and only want to send them one invoice, not two. I would like to get the project name to show on the invoice line when the invoice is created for printing. At the moment KashFlow does not see...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Being able to set payment terms on recurring invoices

We send monthly recurring invoices to clients which are set to 7 days terms. Any other invoices generated for clients are 30 day terms. At the moment we only have one option for terms which is set under the customer details. The single biggest cha...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Invoice Order Entry - default Sales Code from line entry above

We have a number of products (20 - 30) under a Sales Code. When entering an order the system demands input of a sales code for each line. An automatic default from the sales code above would save a great deal of time. Tabbing over the defaulted sa...

Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

1 VOTE

Allow search using customer code as well as customer name

No description provided

Guest almost 6 years ago in IRIS KashFlow 0 Acknowledged

1 VOTE

VAT RETURN - HMRC REF

Hi, Can the HMRC submission ref /IR Mark for the VAT return be viewed and permanently linked to VAT Return summary for the future Thanks

Guest almost 6 years ago in IRIS KashFlow / Reports 0 Acknowledged

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