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Display Customer Contact Number & Email on Packing Slip/Invoice

When you book in deliveries a contact phone number is usually required. It would be very helpful if this phone number was visible on the Packing Slips.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Already exists

Individual Price Lists for Different Currencies

We have set price lists in three currencies for all the products we sell. Ideally, if a customer is chosen that uses that currency, the price in that currency for the items purchased should appear on the invoice automatically.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 4 Acknowledged

drop down menu for invoice allocation

hi in old version when I try to allocate bank payment to invoice it used to give option of all available invoices but now in new version i need to go and find invoice number or reference first and then only I can allocate. new version should lesse...
Guest 3 months ago in IRIS KashFlow Connect / Other 0 New

An option to put a default setting for sales invoices list display, ie display by issue date

Sales invoices issued automatically shows "last 90 days". However, we would prefer this to show all sales invoices, without having to change the setting from "90 days" to "issue date" each time that your visit this page.
Guest 3 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Pay Online Button on Statements

The "Pay Onine" button on invoices which links to GoCardless and other payment processors is awesome, but it's not available on Customer Statements! Obviously, if people owe you several invoices, it would be easier for them to pay you all (or sele...
Guest about 8 years ago in IRIS KashFlow / Customers 0

Traffic light system for customers and their payment behaviour

Green for customers that regularly pay on time. Amber for occasional late payers. Red for prolific late payers. This would help a lot with identifying customers who we need to chase for payment or move to proforma.
Guest 6 months ago in IRIS KashFlow / Payments 0 New

Sales Order

Sales OrdersIt would be very useful to have a sales stage between "quotes" and "invoices". This is for sales orders that are in the system because we have received an order number from the customer have not shipped or invoiced yet. Called "Sales o...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 5 Acknowledged

Separate theme

Set up another theme just for quotes
Guest 3 months ago in IRIS KashFlow / Dashboard 0 New

Develop self assessment submissions to HMRC from the S A tab

With MTD becoming compulsory, this feature would be useful for anyone who is self-employed and a sole trader. Developments would have to be made for Partnerships, as in my case.
Guest 3 months ago in IRIS KashFlow / Other 0 New

Save & Send Invoices

When I create an invoice I want a one-click button for Save & Send to save time and clicks.
Guest 6 months ago in IRIS KashFlow / Invoicing & Quotes 0 New