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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.

Created 01 Feb 11:16 by Paul Roycroft

IRIS KashFlow / Customers

0 Acknowledged
4 Vote

Multiple delivery addresses with a single invoice address

We have a few accounts with one invoice point and multiple delivery addresses. As such it would be ideal if the account could be set up as the invoice address but with the option to save multiple delivery addresses. We currently have this option i...

Created 10 Jan 09:31 by Guest

IRIS KashFlow / Customers

0 Will not implement
4 Vote

In customer, Forms and Envelopes - have a facility to remove the "United Kingdom" line from envelope format

No description provided

Created 10 Jan 09:30 by Guest

IRIS KashFlow / Customers

0 Will not implement
4 Vote

The option to change the layout of a statement.

I'd like to be able to change the layout of a statement like you can change the layout of an invoice. Eg. I'd like to taken out the column for purchase order and add instead a column that pulls through the invoice description.

Created 10 Jan 09:28 by Guest

IRIS KashFlow / Customers

0 Will not implement
4 Vote

the 'pay now' button in automatic credit control reminder letters

the ability to set up 'pay now' within credit control reminder letters would be very useful. Currently it seems to be only available in invoices.

Created 10 Jan 09:21 by Guest

IRIS KashFlow / Customers

0 Already exists
3 Vote

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.

Created 16 Nov 10:44 by Mark Woodward

IRIS KashFlow / Customers

0 Acknowledged
3 Vote

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...

Created 07 Nov 15:17 by jackie lammie

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

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...

Created 26 Oct 22:14 by Damian McCann

IRIS KashFlow / Customers

0 New
3 Vote

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Created 01 Oct 15:09 by Guest

IRIS KashFlow / Customers

1 Acknowledged
1 Vote

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts

Created 12 Oct 10:17 by Guest

IRIS KashFlow / Customers

0 New