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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 about 3 years ago in IRIS KashFlow / Customers 0 New

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

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 almost 4 years ago in IRIS KashFlow / Customers 0 Planned

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 about 4 years ago in IRIS KashFlow / Customers 0 New

Price list

I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...
Damian McCann over 4 years ago in IRIS KashFlow / Customers 0 New

Customer statements should have the ability to print our bank details on the statement.

Customers ring to ask for bank details after receiving a statement. The details are on an invoice but customers pay from the statement.
Guest over 4 years ago in IRIS KashFlow / Customers 1 New

Automatically calculate interest on outstanding invoices

Before I updated the system, Kashflow worked out how much interest we could charge on outstanding invoices, it was a great way of getting customers to pay up. Now it doesn't appear to feature.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Credit limit for customers

This would be helpful so that we can keep track of how much a customer owes before they go over their credit limit.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 Planned

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.
Guest almost 5 years ago in IRIS KashFlow / Customers 0 New

Amend customer details via CSV (or API)

Problem It is not possible to amend an existing Customer records via CSV. Managing the accuracy of data is required by law, amending manually in KashFlow is slow and inefficient. I have systems that check the company name, the registered addres...
David Evans about 5 years ago in IRIS KashFlow / Customers 0 New