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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 over 6 years ago in IRIS KashFlow / Customers 1 Already exists

supply to customer but invoice to another address or person on sales invoice

I have an estate agent who needs to be a supply to customer on the invoice and invoice to separate company ie landlord or company Should be useful to be able to link customer database to allow different customers Needs to show on invoice suppl...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Create a Delivery Note which can be converted to an Invoice

To create a Delivery Note without pricing when sending orders out, prior to issuing an invoice. The system could then allow the Delivery Note to be converted to an Invoice with relevant prices quoted.
Guest over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

MULTIPLE EMAIL DIRECT FROM CUSTOMER LIST

A FACILITY IS NEEDED TO ALLOW KASHFLOW USERS TO BE ABLE TO EMAIL CUSTOMERS EITHER INDIVIDUALLY OR MASS DIRECT FROM CUSTOMER LISTINGS
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Send estimate to customer and when convert to invoice it sends to their accounts dept, different email address

Some customers would like the estimate to go to one email address and when it converts to invoice they would like it to go to their accounts dept emails. So having the options for emails to go wherever you need them to go rather having to manually...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Adding Fields to Customer Profiles

I would like there to be a feature whereby you can add a field on the customer profile so when you export the customer data you can search by different fields such as source/industry.
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

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...
lisa bartup over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Create a customer status button to allow a customer to be labeled as a 'lead' rather than a customer when we haven't had any transactions with them

At present Kashflow only allows customer status to be either active (Kashflow default, no choice in this) or archived (which in Kashflow has limited effect / doesn't work very well) - in the real world we have different interactions with our 'cust...
Rob Smith over 6 years ago in IRIS KashFlow / Customers 2 Acknowledged

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.
Mark Woodward over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Invoice Due Dates to show on Aged Debtors & Aged Creditos

We work to contract terms which are all different by client therefore the Aged Debtors is useless without the Invoice due date showing on the report. It would also be helpful to show supplier payment due dates on the Aged Creditors. I've seen thi...
Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged