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Multiple invoices are sent to customers and we would like to automate the credit control but don't want customers to get an email for every individual invoice, can it be linked to a statement instead?

We send out invoices through out the month and a lot of our customers pay upon receipt of a statement at the end of the month. It would be good if we could have automatic credit control on both statements and/or invoices that could be personalised...
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Customer Transactions EXCLUDING VAT

Ability to view/export to csv Customer Transactions EXCLUDING VAT.
George Ross over 5 years ago in IRIS KashFlow / Customers 0 New

details

Hi - I think that it would be useful for an extra box in the profile, for job description ?
Guest over 2 years ago in IRIS KashFlow / Customers 0 New

Ability to scroll through all invoices for one customer

Instead of having to click on each individual invoice for a certain customer in order to be able to see the details you should be able to open one invoice and then scroll backwards or forwards through each of their invoices. Currently if you do th...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Will not implement

Contra customer and supplier ledger

Need a simple method to be able to contra between the supplier and customer ledgers without having to set up a dummy bank account. It is needed because it is very easy for clients to forget to change the date when creating the contra payment meani...
Jason Everitt about 8 years ago in IRIS KashFlow / Customers 1 Will not implement

Customer statement current/30/60/ 90 plus days breakdown

On our old system, when sending customer statement we had the option of a current/30/60/90plus days or current / 1 month / 2 month 3 months plus at the bottom of the statement. ( no due date). This is helpful to both customers & ourselves.
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

A 'pop up' note system for clients/suppliers when you enter the record

If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...
Guest over 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

To be able apply the correct theme for new customers and suppliers as default

To be able to apply as default a purchase theme containing company terms of purchase for all new suppliers, and a different theme for customers with T&C's instead of having to change manually for each new customer / supplier added
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Bank import matching screen to just show amount still outstanding

When matching a bank import against multiple invoices it would be useful if it just should the amount outstanding, and not the full original invoice amount.
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

Customer transactions date range

I think the from/to dates on the customer transaction enquiries screen should not be static. Any new invoices posted do not show on the customer page unless you change the dates that the on screen view shows. This means changing the date range eve...
CEO about 6 years ago in IRIS KashFlow / Customers 1 Planned