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Add Documents to Invoices

When viewing / editing an invoice it would be useful to be able to upload a PDF document or similar to go with the invoice. For example, this could be used when a VAT registered user on Kashflow ships items outside the EU without VAT. They would t...
Rich Mellor over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Already exists

automatic add on for sundries when creating estimates

When you raise a quote can you set it up so that an automatic line item is added if it's something that needs to be on every single quote? As for example we need to add a charge for sundries on every quote. Can this be added automatically so when ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Page numbers to be dispayed on printed reports

No description provided
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

Template default text eg "Statement"

When using a template to print/display a statement, the text by default is "Customer Statement" How can I change that to just "Statement" ?
Guest over 5 years ago in IRIS KashFlow 0 Acknowledged

integration with opencart for Worldpay payments

So that invoices can be generated into kashflow where payment is via Worldpay
Guest over 5 years ago in IRIS KashFlow / Partner Apps 0 Acknowledged

Reestablish being able to move additional invoice entries to a different position

When additing additional entries into an invoice, it is sometimes necessary to move them into a different position, either up or down, we used to be able to do this in the previous version, but I now have delete entries to position correct and re-...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 2 Acknowledged

Multiple versions of reminder letters

I work with both English and French customers, issuing invoices in £ and in euros. When it is easy to create multiple emails to accompany the invoice, it is not possible to do so with the reminder letters. I could of course write both versions on ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Separate 'Remove Qty field' from Invoices and Quotes in PDF Theme Options and per invoice/quote

It would be really nice if we could choose to 'Remove Qty field' from quotes and/or invoices in PDF Theme Options. At present, if you check the 'Remove Qty field from Invoices' box, it also removes them from quotes as well. Sometimes I might want ...
Guest over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

The list of bank codes on the new layout is very brief, forcing one to scroll through or start typing the code.

The longer list was much easier to navigate.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged

The new layout does not suggest a list of previously entered customers when you begin typing, as the old one did.

This was extremely useful, saving a lot of repeat typing.
Guest over 5 years ago in IRIS KashFlow / Bank 0 Acknowledged