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

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Multiple Invoice Templates - Different template for different customers

Possibility of multiple invoice templates to be used at the same time so you can choose which one to use when creating invoices.

I mean to choose when you click on New Invoice and not via Settings which would change the template for all future invoices.

You could then use different templates for different customers; for example offering discounts for early settlement to some customers but not the others.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Mia, Great idea. At the moment, I would suggest that using the customer records you can alter discounts per customer which will then be pulled through onto that invoice. We will certainly look into the possibility of extending our current functionality so that you can choose an invoice template at the point of sending.
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  • Guest
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    |     Jan 10, 2017

    Hi Do we have an update with this?

    As our company has a few trading names this feature would be very beneficial to us. Surely 6 months down the line you have a solution?

  • +2
2 MERGED

Inoice and quote templates

Merged
I would like to see an improvement in the templates available for both invoices and quotations. i would like to be able to write my quotations a bit like a word document - putting in paragraphs, spaces, bold text, underline etc. with one column at...
Guest almost 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged