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NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Extracting VAT info from two separate Kashflow accounts with the same VAT Registration number

We have two separate VAT registered accounts with Kashflow (two different components of our copany) both under the same VAT number. As you know, with the new HMRC Regulations where VAT returns have to be submitted digitally, I have found out from ...
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

View payslips on mobile rather than download

please add an option to view payslips when on mobile rather than download them
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans about 5 years ago in IRIS KashFlow / Customers 0 New

details

Hi - I think that it would be useful for an extra box in the profile, for job description ?
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Guest about 5 years ago in IRIS KashFlow / Customers 0 New