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Invoicing & Quotes

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The design is very poor

I find the new design very poorly thought through. For instance, I wasted time again on the Invoices when scanning through for something. there is a scroll bar inside a scroll bar... What I mean by this is that the whole page has a scroll bar on t...
Gary Newbrook 1 day ago in IRIS KashFlow / Invoicing & Quotes 0 New

option to save text added to individual emails

From time to time it is necessary to add extra information to an individual email (Invoice or Statement) however one cannot recall the information, once it has been sent. A tick box to automatically add the extra detail to Notes would save me havi...
Guest 2 days ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display separate billing and delivery addresses on invoices

Professional looking invoices and packing slips should be a high priority for any business, the current method involves some coding which isn't ideal for many users and ultimately still has issues which Kashflow support have been unable to resolve...
Guest 2 days ago in IRIS KashFlow / Invoicing & Quotes 0 New
342 VOTE

PDF Themes Enhancement

More control over design of Invoice/Quote PDFs and the ability to have different designs for different customers
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 11 Started

Produce Customer Statements for different currencies, e.g. Euros

We have customers that request for their statements to be sent in there home currency.
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 13 Part Released

Create user option to remove the irritating "IRIS Pay setup link" on sales invoices

The IRIS Pay system will never be of interest to us and this "Ad" dominates the invoice creation space, it is very distracting and unnecessary.
Guest 8 months ago in IRIS KashFlow / Invoicing & Quotes 1 New

Deselect Online payment element for printed invoices

I use Irispay as a default for emailing invoice templates, however occasionally have to print invoices, so the Online payment 'Button' is redundant and confusing. It would be useful to be able to deselect this entirely on those instances
Steve Bower 2 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

Display ALL unpaid invoices not just from last 90 days

Please default invoices list to ALL. The new layout on debtors filters on last 90 days so when looking at overdue debtors I am only seeing part of the list (we don't all work from the aged debtors list to chase customers). PLease default to last 3...
Christina Spencer over 1 year ago in IRIS KashFlow / Invoicing & Quotes 0 New

Add job 'Date' column to invoice

To be able to add a job 'date' column before the decription column on an invoice.I am a photographer invoicing monthly for jobs done on various dates throughout that month, so it would be useful to be able to add the date of each job undertaken be...
Bob Greaves 10 months ago in IRIS KashFlow / Invoicing & Quotes 0 New

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 6 Acknowledged