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Invoicing & Quotes

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Select Product by Searching Product Descriptions & Product Codes

When entering a new line on an invoice allow a search of a few characters, ideally in both part number and description, producing a drop down box of the products containing that criteria. This would help us a great deal as we have upwards of 2000 ...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Released

Multi Currency Repeat Billing

Currently you can only set up repeat billing for clients who are invoiced in the home currency of your Kashflow account. So if our home currency is GBP and we have a client who is invoiced in USD or EUR we can't use repeat billing. Please enable u...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 10 Released

Make Products a drop down list when invoicing

Dear Team, I wish to advise of an issue within Kashflow that is causing me (and no doubt countless other) a real problem when creating invoices. The way that it changed some time back has been nothing but a complete inconvenience and counterproduc...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 8 Released

Ability to change quote category status quicker

I'd like to be able to change the quote category status from the main quotes list page. Currently I need to select the quote, click edit, adjust the dropdown & update.Being able to adjust the category by having an option button at the top of t...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 3 Released

Add a column for the 'Reference' of each invoice/quote to the new 'Transactions' page in the latest update!!!!

The new transactions interface looks good but you have taken out one of the most useful columns - the reference column!!!!! - I now only have a list of invoice numbers which, whilst relevant, don't tell me what each invoice is for, which means I h...
Rob Smith over 6 years ago in IRIS KashFlow / Invoicing & Quotes 4 Released

Part paid invoices are not displayed in "Unpaid" filter

Hi, When selecting "Unpaid" in the invoice list filter, none of the part paid invoices are included; they have to be selected separately, thus losing visibility of these invoices. Please add "Unpaid (part paid)" and "Overdue (part paid)" to the "U...
Gary Newbrook over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Mark invoices/quotes as posted

You currently have a "sent "symbol when invoices are emailed to customers. Clearly useful for a system with more than one admin member so that invoices are not sent twice. The same cannot be said for invoices/quotes that have been printed and post...
Guest over 7 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

"Part paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense.

rt paid" filter for invoices should also show "part paid overdue" invoices. Otherwise it doesn't even make sense.
Guest over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

Allow default Start Date under Customer Transactions to be changed

I know it can be changed each time I navigate to this screen. I want to set the default for, say, 1 January 2017 and have it stay like that until I change the DEFAULT again. Typically, my invoices are issues over a year ago and at the moment I hav...
Katrina Boydon over 6 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released

An email icon next to quotes when they've been sent just like when you have sent invoices!

I am regularly working on more than one quote at a time, while I'm waiting for prices to come back. I don't like the fact I have to click into the quote to see if it has been sent yet. A little email icon appearing next to the quote number like wi...
Guest about 8 years ago in IRIS KashFlow / Invoicing & Quotes 0 Released