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Main Contact for customers

When invoices are created, the main contact is included in the invoice address. If the main contact is changed for a client, the contact for all previous invoices is changed (so that when an old invoice is printed, the new main contact appears, ra...
Guest almost 4 years ago in IRIS KashFlow / Customers 0 New

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

Moving the 'notes & files' field on customer accounts to the top of the page, so notes are more visible to the eye.

Moving the notes field on customer accounts from the bottom of the page to the top under transactions. We would find it useful as notes on individual client accounts are always being missed due to them not being very visible.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Introduce Credit Limits for Customers

Credit limits for customers would give an early warning to credit limits being reached and would aid credit control
Guest about 4 years ago in IRIS KashFlow / Customers 0 Planned

add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones

Would it be possible to add the option to delete multiple note's (i.e statements sent) as I would like to remove older ones? as once paid, I no longer need to keep them going back to 2018 or older and deleting one at a time take too long, I would ...
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

print the screen list of unpaid customer invoices

I would like to be able to print the screen list of unpaid customer invoices so I can check my records. Don't need any other informnation and do not need a copy of the invoice.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Customer Report

Report to give the option to include ALL additional email contacts on customer accounts and not just the primary contact.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

EUR or USD invoices

For some of our customers we prepare EUR or USD invoices. But it is not possible to get their account statements as EUR or USD. Statements always comes in GBP currenct automatically.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Reinstate the address lookup button

When entering a customers' address, there used t be a map button for searching an address. This looked up the address in Google Map, making it easy to check street names and postcodes were correct. You removed the feature a few years ago and I mis...
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Option To Set Customers As Non-VAT Registered

When creating a new customer there is no option to select them as non-VAT registered. About 99% of our customers are not registered for VAT therefore we would like to reflect this in Kashflow.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New