Help us improve

1 Vote

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...

Created 06 Oct 20:17 by Rich Mellor

IRIS KashFlow / Customers

0 Acknowledged
1 Vote

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...

Created 06 Oct 20:13 by Rich Mellor

IRIS KashFlow / Customers

0 New
1 Vote

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...

Created 04 Oct 15:24 by Guest

IRIS KashFlow / Customers

0 New
3 Vote

Reinstate vCards import for Mac.

I use this option daily for multiple customers from Mac. There are of course workarounds to create CSV files but it's another job that was handled nicely previously.

Created 14 Jun 11:33 by Mark Woodward

IRIS KashFlow / Customers

3 Will not implement
2 Vote

'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...

Created 31 Jul 15:02 by Guest

IRIS KashFlow / Customers

1 New
2 Vote

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.

Created 28 Jul 07:39 by Guest

IRIS KashFlow / Customers

1 New
3 Vote

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...

Created 29 May 08:58 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was

Created 22 May 15:03 by Guest

IRIS KashFlow / Customers

1 Acknowledged
3 Vote

Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...

Created 20 May 06:41 by Guest

IRIS KashFlow / Customers / Payments

1 Acknowledged
3 Vote

Delivery receipt on emailed quotes and invoices

This would be so handy so you can tell if your customer has received their email!

Created 09 May 11:01 by Guest

IRIS KashFlow / Customers

1 Will not implement