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2 Vote

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

Created 20 Sep 11:58am by A Heald

IRIS KashFlow / Customers

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2 Vote

Add a check box next to email address for customers who have opted in to receive marketing emails

I diligently add all email addresses to my customer records. Obviously essential for communicating about invoices due etcc. Occasionally, I want to send offers to my list. I ask my customers in advance if they're happy to receive but have no way t...

Created 20 May 06:47pm by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Allow Customer List (and Supplier List) to be Sorted by Date Added

I sometimes add several customers in one day and then go back the follow day to create a quote. I can't always remember the names and it is frustrating trying to find them again. Could be solved easily by having a Date Added column and allowing so...

Created 18 May 12:43pm by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Multi addresses for one customer

To be able to send invoices or quotes to individuals which are linked to a Head Office account, so that follow up e.g. monthly statements for all sites are sent to one central address in one document not multiple quotes & invoice attachments

Created 21 Mar 04:27pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Statement Formatting

Can we have the ability to orientate the page of A4 to landscape as the template doesn't fit normal.

Created 26 Nov 05:17pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Running balance shown on Statements

It would good to see a running balance after each transaction on each statement rather just a balance at end of the statement. I am a landlord and if you have to evict a tenant for rent arrears you need to be able to show the weekly or mont...

Created 12 Nov 05:22pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Allow customers to be sorted by date added and not only alphabetically

I am more likely to be searching for a recently added customer than the customer beginning with the letter A. Show the date added. Sometimes this is useful to jog memory about the customer. Still retain the ability to sort alphabetically, of course.

Created 9 Oct 09:53am by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Include the Alphabet at the top of customers & suppliers page as on the old kashflow pages

This was a really useful shortcut on the old kashflow and the new one would benefit from it

Created 14 Jul 09:18am by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Allow contact details to be separate from customer account name

At the moment, to get your customers listed alphabetically, you cannot use Mr or Mrs as part of the customer name, as alphabetically they appear under the Mr M rather than Smith (Mr M Smith)

Created 11 Jul 08:54am by Nikki Fothergill

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Facility to add payment options to Customer Statement

If we could add all payment option details to the bottom of customer statements then there would be no need to refer to or attach the invoices referred to in statement

Created 12 Jun 03:49pm by Guest

IRIS KashFlow / Customers

0 Acknowledged