Skip to Main Content

KashFlow Ideas

Your ideas allow us to crowdsource feedback, gain customer insight and prioritise our roadmaps.

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

Mark deposit payments against quotes

It would be really helpful if there was an option to record payments received against the quotes, to keep better track of quotes that have been accepted with the deposits paid. Currently i allocate the payment against the customers account and i need to go look at this to check what was paid as a deposit on the quote.

It would also then be helpful if there was a report that detailed all the quotes currently out and an analysis of which ones have deposits paid etc.

Thanks

Claire
  • Attach files
      Drop here to upload
    • +2