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Customers

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Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Assign customer contact(s) to invoices

You have recently added multiple contacts for a single customer. This does not resolve the issue for users. In large organisations invoices need to be able to be sent to different contacts. At present all KashFlow can do is send the invoice to con...
Paul Cripps about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Print customer statements in home currency

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...
Guest over 3 years ago in IRIS KashFlow / Customers 1 New

Abilityto remove the <company name> field or the <primary contact> from the invoice

My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...
Guest almost 2 years ago in IRIS KashFlow / Customers 0 New

remove country

PLEASE remove the United Kingdom at the end of customer addresses. I aleady have to fit addresses in to a standard envelope window. This is so annoying and looks unprofessional
Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Extra Column for Paid Date on Invoice/Purchases

When viewing the invoices or purchases screen overview you get to see the basics of entered details, but I feel and would find the option to see when something was paid, rather than just "Paid" a real bonus Issue: when entering invoices/purchases ...
Ben over 7 years ago in IRIS KashFlow / Customers / Invoicing & Quotes / Suppliers 0 Acknowledged

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 over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Display more than 8 lines

Please display more than 8 lines at a time when looking at the Purchases and Stats for a Supplier, or Invoices & Stats for a Customer . If the Supplier / Customer has 20 lines of transactions it would be so much easier to see them all on the...
Guest over 7 years ago in IRIS KashFlow / Customers 1 Acknowledged