Customers

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3 VOTE

Add a photo to a customer profile

We are a gas heating and plumbing business. It would be really handy if we could attach a photo of a customers boiler to the relevant customer record in order that we can see the boiler/set up for that particular customer should they phone for adv...

Guest about 2 years ago in IRIS KashFlow / Customers 1 Acknowledged

3 VOTE

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...

Guest over 4 years ago in IRIS KashFlow / Customers 1 New

3 VOTE

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.

Guest about 5 years ago in IRIS KashFlow / Customers 0 New

3 VOTE

Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.

Guest about 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

remove or tailor the "time out" option , private computers do not require it and finding you have been locked out

see my request (#378733) due to a timed out hours of work had to be redone

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

CONTACT customers

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

We as an Accounting firm we need different Invoice template for our service invoices and on the customer statement

No description provided

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Removing United Kingdom field on customer invoice

Hello User MRP Is it possible to leave the United Kingdom field blank when issuing invoices with in the UK, you do not normally put United Kingdom on address when sending within the UK Perhaps there can be just a blank field on the drop down...

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Customer statements in Euros (and other foreign currencies)

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.

Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.

Paul Roycroft almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged