Quick create a sales invoice

Quickly generate a sales invoice in IRIS KashFlow. Upload a picture of a document to automatically extract the details and create the document.

This functionality is only available once you have switched to our new design.
Please read 'Take a look at our new design' for further details.

  1. Go to Sales > Quick sales invoice.

  2. Drag-and-drop the invoice image or select browse and select the document from your files.

    screenshot of the quick sales invoice screen in IRIS Kashflow

    3. You can upload JPEG, JPG, PNG, PDF or TIFF files. Maximum 50mb file size.

  3. IRIS KashFlow will extract the data from the uploaded document and fill in the following details:

    • Amount

    • Customer

    • Currency

    • VAT Amount

    • Issue Date.

    The Due date will be set based on the default payment terms you can configure for all or individual customers.

  4. If the customer listed on the invoice does not already exist in your system, IRIS KashFlow will prompt you to create a new customer. The new customer's name will come pre-filled, select Create to add them to your system.

    screenshot of the quick add customer dialog box in IRIS Kashflow

    5. If the sales invoice has multiple line items you can select Split items. This will capture and record all individual items separately before giving you a total.an animation of the split items toggle turned on in IRIS Kashflow

  5. In the case where the currency of the invoice and your home currency don't match, the system will ask whether to convert the invoice to the new currency or to keep the same values and change only the currency symbol.

  6. You can review the data filled in and make modifications as needed.

    If you have chosen to Split items select Add line item + to add a new line. Select the red cross, , to remove a line item.
    The Sub total, Tax total and Total Amount will recalculate as you add, remove or adjust line items. Line item numbering updates as lines are added or removed.
    Note: You cannot remove a line item if it is the only entry on the purchase invoice.

  7. To add a payment to the created invoice, select the Bank account, Payment method and Payment amount.

  8. Once you've confirmed that all details are correct, select Save.The newly created sales invoice will be displayed. Alternatively, select Save and create new to reset the form for capturing another sales invoice.

A Dropbox connection is required to save your uploaded images.