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2 Vote

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...

Created 5 Feb 04:21pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...

Created 30 Jan 03:08pm by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

Created 3 Jan 10:56am by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

Created 18 Nov 01:35pm by lisa bartup

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.

Created 6 Nov 04:59pm by Daniel Plummer

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Credit Control for Individual Customers

It would be useful to be able to select automated credit control for specific customers. At the moment it's either all the customers or none.

Created 15 Oct 11:16am by Andrea Hall

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Email addresses for non primary contacts are not searchable

Email addresses for non primary contacts are not searchable - i.e. the search comes back with no results many thanks

Created 2 Oct 11:11am by Guest

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Monthly Summary on Customer Statements

It would be really useful for the system to breakdown amounts owed by month and show overdue amounts on customer statements.

Created 20 Sep 11:58am by A Heald

IRIS KashFlow / Customers

0 Acknowledged
2 Vote

Add telephone numbers and emails to Packing Slips

We use our packing slips a lot. It would be useful for the customers telephone number/email to be displayed on the packing slip so when we send the orders to our carriers we don't have to supply the number separately

Created 12 Sep 03:07pm by Guest

IRIS KashFlow / Customers

0
2 Vote

Multiple email addresses when emailing out an invoice rather than having to cc or bcc each time

I have certain customers who want emails sent to 3 different people each time

Created 28 Aug 02:26pm by Guest

IRIS KashFlow / Customers

1 Already exists