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My Ideas: Customers

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Additional tab for customer quotes/PO request

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agr...
Guest over 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 over 4 years ago in IRIS KashFlow / Customers 0 New

Customer order number

Can I set up a message on a customer, saying that we need an order number before an invoice can be processed?
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

Customer Statements

There needs to be the ability to easily edit the existing Customer Statements to tailor to our requirements e.g. "company name" is not always relevant depending on the type of customer, "purchase order" is irrelevant for some types of industry, ad...
Martin Greig over 4 years ago in IRIS KashFlow / Customers 0 New

Archived Customer in Seperate List

Is there away you can put Archived customers into a separate list so we can still access them if needed, I need to download a separate list but cant so this would make life easier so we can still find them easily.
Guest over 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 almost 5 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 almost 5 years ago in IRIS KashFlow / Customers 1 New

Utilise credit notes on later invoices

I have a credit note on a customer file which I wanted to use against an invoice dated later than the credit note. However, Kashflow does not allow this. It is not unlikely that a credit would be raised for a customer to use against future invoice...
Simon Grant almost 5 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 almost 5 years ago in IRIS KashFlow / Customers 0 New