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Status Acknowledged
Product IRIS KashFlow
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Ability to have different themed invoices for a customer

When creating an invoice have the ability to choose at that time the type of themed invoice you require. For example, at present, if you set up reoccurring monthly invoices which contains specific wording, e.g. relating to DDs and then you wish to create an ad hoc invoice for the same customer whereby the customer pays by electronic transfer, you have to keep going back to the customer portal and change manually the themed invoice which is both time consuming and frustrating if you have multiple customers on reoccurring invoices.

I hope others will feel this would be beneficial too.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi James, Thanks for your feedback. We are working on a new PDF themes engine that will give you far more freedom with your invoices and make templates etc far easier to create and manage. I cant guarantee a quick fix for now, but we are aware that this is a requirement and there is work being carried out.
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