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My Ideas: Customers

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When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was
Guest about 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...
Guest about 7 years ago in IRIS KashFlow / Customers / Payments 1 Acknowledged

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!
Guest about 7 years ago in IRIS KashFlow / Customers 1 Will not implement

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

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

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 1 New

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 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

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 Planned