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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 18:47 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 12:43 by Katrina Boydon

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Add Job Role to contact details

Contact details don't have a field for Job Role which is pretty essential. It would also be useful to have a separate telephone field for the customer than the primary contact because each contact may have direct dial numbers.

Created 16 May 11:31 by Guest

IRIS KashFlow / Customers

0
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 16:27 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Customer address needs more lines

There are not enough lines for customer address. Can at least 2 further lines be added.

Created 09 Mar 15:35 by Guest

IRIS KashFlow / Customers

0 Will not implement
1 Vote

VAT reverse charge

Alot of our clients are querying the VAT reverse charge, saying it should read customer to account for VAT reverse charge - not customer to pay VAT

Created 27 May 12:22 by Guest

IRIS KashFlow / Customers

1 New
2 Vote

Improve Handling of Accented Characters

Whilst the Kashflow PayPal App seems to handle importing customers names with accented characters and correctly creates an invoice with address details of say: "Pedro Jesús de Benito " in the customer details view, I see Pedro Jesús de Be...

Created 03 Dec 11:36 by Rich Mellor

IRIS KashFlow / Customers

2 Will not implement
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 17:17 by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Send a remind letter to cover all customer invoices

You can only send a reminder letter per outstanding invoice. We have some customers with multiple invoices outstanding, it would be good to be able to send a reminder for all outstanding invoices in one go

Created 14 Nov 18:09 by Guest

IRIS KashFlow / Customers

0 Will not implement
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 monthly ...

Created 12 Nov 17:22 by Guest

IRIS KashFlow / Customers

0 Acknowledged