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Invoicing & Quotes

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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

Ability to set all date dropdowns to "all" instead of the default "last 90 days"

I'm always having to change this dropdown, to see "all" invoices, jobs or transactions. It would be so helpful to select "all" set it for all dropdowns, and the choice to be remembered. Many of my customers don't come back within 90 days, so I cli...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Show VAT inclusive amount on sold item on printed invoices (per line).

Before printing you can see item price, vat amount and total inclusive of VAT but when you print it for a customer they only see the ex VAT amount for each item. This is not good when using the invoices as sales invoices in a retail envronment.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 6 Acknowledged

Commercial invoice

there are various items we need to add into kashflow invoices such as commodity code and country of origin for example there is no where to add this on kashflow invoices and it is essential information required for export etc I have noticed other ...
Guest almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Add PURCHASE ORDER field to email templates

I can pull over #INVNUM# to bring over the invoice number, please can you add #INVPO# to bring over the text from the Purchase Order field so I can include it in the SUBJECT LINE of the email. This would be super handy and stop me having to do it ...
Guest 11 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Pay per feature

Hi i am a starter plan user and this is ideal for my business, however i just need the recurring invoicing feature, but i have to pay to upgrade to the higher plan but i have no use for all the other features. it would be great if i can just pay f...
Guest 12 months ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Since Brexit invoices do not support the EORI numbers so items cannot be shipped to the EU

Under the new Brexit rules invoices require the customer and suppler EORI number to be able to ship items to the EU which Kashflow does not support. Kuehne & Nagel, DB Schenker, Davies Turner, UPS, FEDEX, DHL etc etc All these freight companie...
Matthew Bott almost 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Creating a Commercial invoice and Packing Slip

Post Brexit, for our customers in the EU, we have to raise an invoice in Kashflow, but then as there are no facilities to enter the essential additional details onto the system, we have to download the invoices and add the required info for each i...
Jo Triner about 4 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Are we able to add multiple email address for the overdue and new invoices to be sent to

This would be useful so that multiple people all get this incase one person misses the emails
Guest about 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged

Allow Input & Ouput VAT entries on an Invoice to account for sales commission deductions

We have farming clients who recieve a self billing invoice from their customers (typically markets), which include the gross sale figure (usualy Zero Rated) less Commission on Sales deduction (usually Std Rated). To speed up the process of creatio...
Chris D over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Acknowledged