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Archived Customer in Seperate List

Is there away you can put Archived customers into a separate list so we can still access them if needed, I need to download a separate list but cant so this would make life easier so we can still find them easily.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...
Guest over 4 years ago in IRIS KashFlow / Customers 1 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

Utilise credit notes on later invoices

I have a credit note on a customer file which I wanted to use against an invoice dated later than the credit note. However, Kashflow does not allow this. It is not unlikely that a credit would be raised for a customer to use against future invoice...
Simon Grant 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 over 4 years ago in IRIS KashFlow / Customers 0 New

Reports to be run between dates

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?
Guest over 4 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 over 4 years ago in IRIS KashFlow / Customers 0 Planned

Settings: Add a setting to make the a-z horizontal like it was on legacy on Customer search

No description provided
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

In Sales invoices under customer, allow users to change the Name field

In our company we create our customer invoices on a Manufacturing IT package and then post the invoices on to Kashflow our accounts package, I accidently post and invoice under the wrong customer, it did not come to light until after I had submit ...
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

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 over 4 years ago in IRIS KashFlow / Customers 0 New