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My Ideas: Customers

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Show Outstanding amounts on onscreen reports

Currently the only amount shown on Customer and Supplier on-screen reports is the full amount of the invoice, it would be so incredibly helpful if you could also see the outstanding amount.
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Print customer statements in home currency

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...
Guest about 3 years ago in IRIS KashFlow / Customers 1 New

Option To Set Customers As Non-VAT Registered

When creating a new customer there is no option to select them as non-VAT registered. About 99% of our customers are not registered for VAT therefore we would like to reflect this in Kashflow.
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

Price list

I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...
Damian McCann about 4 years ago in IRIS KashFlow / Customers 0 New

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Customer statements should have the ability to print our bank details on the statement.

Customers ring to ask for bank details after receiving a statement. The details are on an invoice but customers pay from the statement.
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Automatically calculate interest on outstanding invoices

Before I updated the system, Kashflow worked out how much interest we could charge on outstanding invoices, it was a great way of getting customers to pay up. Now it doesn't appear to feature.
Guest over 4 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 over 4 years ago in IRIS KashFlow / Customers 0 New

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 almost 5 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