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More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous over 1 year ago in IRIS KashFlow / Customers 0 New

Enabling the customisation of Statements

It isn't currently possible to customise customer statements in the same way that invoices are customisable. It would be useful to be able to add additional text boxes etc to the statements.
Gethin Davies over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

Customer Statements

With the new Kashflow platform, we have to go into a number of individual pages to tick the customers who we want to send statements to and then choose the date range. This is very time consuming and in our opinion a backward step compared to the ...
Guest over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Be able to automatically send an aged debtors report each week

It would benefit business owners to be able to see who owes them each week, meaning if there are customers who are not paying, they can put certain terms on them i.e. proforma or put them on stop. Having it automatically emailed each week means th...
Guest about 3 years ago in IRIS KashFlow / Customers 0 New

SHOW VAT ON STATEMENT ?

Customers have requested VAT to show on Statement
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

'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 almost 5 years ago in IRIS KashFlow / Customers 1 New

Show Outstanding amounts on onscreen reports

Currently the only amount shown on Customer and Supplier on-screen reports is the full amount of the invoice, it would be so incredibly helpful if you could also see the outstanding amount.
Guest over 3 years ago in IRIS KashFlow / Customers 0 New

Make country field optional in Customer Profile.

At present it is mandatory to fill in country field on Customer & Supplier profile screen. Our company is located in the UK and 99% of work is within UK thus rendering this field unnecessary in our circumstances. However the country (United Ki...
Guest almost 7 years ago in IRIS KashFlow / Customers 0

Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.
Guest almost 2 years ago in IRIS KashFlow / Customers 0 New