Switch Off Email Notifications

Switch off email notifications from the system when a quote, purchase order or other documents you are the assigned user for changes.

You can choose to switch off all notifications or just for a status change, client acceptance, sign-off, or another change.

To manage these settings:

  • Go to the Cog at the top right
  • Manage User Accounts
  • Edit a user
  • In the notifications panel set the notifications you want that user to be sent:




Select Multiple Items on a Quote or Job and Create a PO, Invoice, Sign-off, etc. or Apply Markups, Margins, Discounts, etc. to just the Selected Items

Previously, you could only create a PO, Invoice or Delivery Note with all the items on a job or quote. From now you can select just the ones you want.

However, this is restricted to selecting within one section at a time (i.e. you can select 5 items in one section and create a PO, Invoice, etc. but not have 5 from one section and 2 from another).

Margins, mark-ups, discounts, refreshes, etc. can also be applied to the selected items.

How to Work with Multiple Selected Items

Click on the ‘Edit’ Button in a section:


Select the items:

Select Items

Click on the ‘Create’ button to create a PO, Invoice, etc. for these.

Click on the ‘Apply’ to apply discounts, margins, etc.



Force a Page Break After a Section

You can now insert a page break after a section when you are editing the quote – you don’t have to rely on the PDF template to manage this.

Click on the section menu button and click on ‘Add Page Break After’.


This inserts a page break at the end of that section. It does not work in the middle of a section.


Hide the Price of One Item on a Quote

If you don’t want £0.00 appearing on the PDF or don’t want to list a breakdown of item prices you can now select an individual item on the quote, click on its mini-menu and select ‘Hide Price on Quote’.

Hide Price on Quote

The price for that item will be shown blank on the quote PDF:


Note: If you don’t want to list any of your item prices as a matter of course, it would be better over the long run to create a template with the item price tag deleted.

Jump to an Invoice in QuickBooks or Xero from the Quikflw Invoice

Once you have a sales invoice exported into either Xero or QuickBooks you can now open that directly from Quikflw.

On the invoices’ list screen you click on the QuickBooks or Xero icon. This opens the invoice in the accounts software in another browser tab.





If you can’t see the column, go to the Cog -> Invoice Settings -> Show/Hide Search Columns and make sure that ‘Link to Invoice in Accounts Software’ is set to ‘Show’.

You can also open it from the invoice edit screen using the QuickBooks or Xero icon.

qb Edit

If you can’t see the icon, make sure you click on ‘Show More Settings’. The icon will not appear if the invoice has not been exported.

Assign an Account Manager to a Customer

You can now assign one of your staff to a customer as their Account Manager. This can be for a company or a contact (i.e. a private customer) and done in the company or contact edit screen.

At the moment a quote does not default to the account manager but we are keen to hear from you whether this should happen or not.


Quickly Create Part (or Percentage) Invoices

Quickly create an invoice that is the % value of a quote or job. If you sometimes invoice just the part value of a quote or job/project/event Quikflw now makes it very easy to do.

On the quote or job click on ‘Create Invoice’ and select ‘Part Invoice’. Enter the percentage you want to invoice and click on ‘Invoice’.

Part Invoic

The invoice created will just have one line, with the description:

x% of £Total from Quote123

(e.g. 40% of £180 from NEW10238-1).

If you import this to your accounts package it will not have the line item details that were in the original quote or job and ideally, the nominal code for the items should all be the same.

When the invoice’s status has been changed to something other than Draft or Cancelled, its value will be recognised by the quote or job it was created by. This means when you are ready to create a second invoice, you can click on ‘Invoice Remaining’ and the system will calculate what is left to invoice and use that figure to create the completing invoice.