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Status Released
Product IRIS KashFlow
Categories Reports
Created by Guest
Created on Jan 10, 2017

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Report to list Repeat Invoice and Repeat Purchase

There aren't report to show the list of Repeat Purchases and Repeat Invoices. How we have a long list it's very difficult to analyze on the screen if there are some mistake or there are some miss programmation. The report should be export to excel with all information to repeat
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  • Andy
    Reply
    |     Jun 30, 2018

    I have  recently added all recurring invoices to a spreadsheet to assist with monthly income/cashflow. I wouldn't have expected to have to do this manually. The list of repeat invoices can be printed to pdf but surely there should be a mechanism to list the report to csv at the very least?

  • Sara Harris
    Reply
    |     Jan 26, 2018

    I also agree - having had to review repeat invoices manually recently, I would welcome the ability to export to excel. Same for repeat purchases.

  • Rodger Random
    Reply
    |     Nov 14, 2017

    It would be useful to have a step report of projected monthly income from repeat invoices detailing each customer, £value and month

  • Guest
    Reply
    |     Apr 9, 2017

    I agree.

  • Guest
    Reply
    |     Feb 25, 2017

    This is needed to allow cash flow forecasting and it is very time consuming to analise manually. A csv download of the list would do but also onscreen weekly or monthly subtotals would be useful

  • +29
30 MERGED

I would like to be able to see my total value of monthly and annuallt repeated invoices

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I would like to be able to see my total value of monthly and annuallt repeated invoices
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released
7 MERGED

Reporting or exporting of Recurring Invoices

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There is no way to export a list of recurring invoices, copy the table view or create a report.
Guest about 8 years ago in IRIS KashFlow / Uncategorised 3 Released
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Printing repeat invoices

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Hello, I was wondering if the ability to print repeat invoices could be implemented just like you can with the one off invoices. We provide a very personal service and part of that is ideas, suggestions and advice to our clients of what they can c...
Guest about 8 years ago in IRIS KashFlow / Uncategorised 0 Released
2 MERGED

Facility to print-out/download a list of repeating invoices. So they can be checked against source information.

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At present the only way to check the list of repret invoices is by eye, looking down the list on the screen, I have about 100 repeat invoices (rentals) a few of which change each month, due to price changes. I need to check them more reliably than...
Guest about 8 years ago in IRIS KashFlow / Reports 0 Released
3 MERGED

Repeat invoices reports

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I'd like to be able to generate a monthly sales reports that separates out repeat invoices from one-off/project-based invoices. Our business has a number of clients who pay a monthly retainer over a fixed-term contract, and it would be useful to b...
Guest about 8 years ago in IRIS KashFlow / Reports 1 Released
4 MERGED

Add a report for Repeat Sales Invoices

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A summary report showing the expiry date of all repeat sales invoices
Guest almost 8 years ago in IRIS KashFlow / Reports 0 Released