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2 Vote

Customer transactions date range

I think the from/to dates on the customer transaction enquiries screen should not be static. Any new invoices posted do not show on the customer page unless you change the dates that the on screen view shows. This means changing the date range eve...

Created 04 Apr 09:28 by CEO

IRIS KashFlow / Customers

1 Planned
2 Vote

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...

Created 05 Feb 16:21 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...

Created 30 Jan 15:08 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

Created 03 Jan 10:56 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

Created 18 Nov 13:35 by lisa bartup

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.

Created 06 Nov 16:59 by Daniel Plummer

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Credit Control for Individual Customers

It would be useful to be able to select automated credit control for specific customers. At the moment it's either all the customers or none.

Created 15 Oct 11:16 by Andrea Hall

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Customer Bulk Update Facility

Having imported around 400 customers onto Kashflow, I then created a new default PDF for invoices and changed the HTML code (to include delivery address) and in addition changed the default payment terms from 28 days to 30 days as a system wide se...

Created 28 Oct 11:43 by Guest

IRIS KashFlow / Customers

0 New
2 Vote

Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks

Created 02 Oct 11:11 by Guest

IRIS KashFlow / Customers

0 Acknowledged
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 11:58 by A Heald

IRIS KashFlow / Customers

0 Acknowledged