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My Ideas: Customers

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Repeat Billing and Multi Month Customers

We have recently migrated to your updated package. There is no option to view list of mutli month customers which is papramount for our operation. Please add.
Guest over 5 years ago in IRIS KashFlow / Customers 3 Already exists

Customer details saved in customer profile when creating an invoice

If the customer address & contact details are entered when creating an invoice, then the details should be saved either automatically or by giving the operator the option to save to the customer profile. Sometimes a Update Customer Records opt...
Chris Spencer about 6 years ago in IRIS KashFlow / Customers 1 Already exists

Changing customer info wiithout changing historical information

Recently we had a customer who slightly changed their contact details. Not a new customer, same one, so we did not want to change historical information, only going forward. We did not want to add then as a new customer as they were already an exi...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Invoice list does not show 'supplied to' when more than one contact is entered

Invoice list does not show 'supplied to' when more than one contact is entered. When one contact is entered this field is filled, but when a second contact name is entered nothing shows here. This is an anomaly.
CEO over 6 years ago in IRIS KashFlow / Customers 2 Already exists

Multiple email addresses when emailing out an invoice rather than having to cc or bcc each time

I have certain customers who want emails sent to 3 different people each time
Guest over 6 years ago in IRIS KashFlow / Customers 1 Already exists

Post regular updates about new features and function to be removed, on the dashboard. Currently Neglected.

There is a section for Recent changes and additions but it was last updated at the end of May. Now June 19th.The recent removal of vCard support was actioned without notice causing trouble that could easily have been avoided. Thanks.
Mark Woodward over 6 years ago in IRIS KashFlow / Customers 0 Already exists

Indication of number of files or notes in customer record

In a customers record there is the option to add notes and to add files. These options sit on the same 'bar' and you can flick between them but when you click on a customers record it defaults to 'notes'. Unfortunately there is no indication of wh...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Already exists

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

Terms - Set terms to "end of this month" and/or "end of next month" instead of "x days".

Set a customers terms to "end of this month" and/or "end of next month" instead of "x days".
Guest almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

Reminders of overdue invoices until they are paid

Hello I think it would be really helpful to have reminders of overdue invoices more than once. Ideally until the outstanding invoices have been paid.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Already exists