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My Ideas: Customers

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Statement detail

Just a quick overview so it makes sense: This month a customer has noticed a payment against an invoice, but they don't remember paying it. I have looked at the account and a credit note has been allocated to credit a line of the invoice that is n...
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Boxes on the bottom of statements to show monthly figures, i.e. Current, 1 Month, 2 Months etc

No description provided
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Have "Batch Payment" button on Customer Screen

At the moment you can only post batch payments by going into the invoice screen. It would be smoother if you do it from the customer screen, as then you can see the outstanding invoices for that customer then post a payment against some of them.
Guest about 8 years ago in IRIS KashFlow / Customers 1 Acknowledged

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 about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

a checkbox to match billing and delivery addresses when entering an invoice or customer, otheriwse we have to enter twice unless in the UK.

For our European sales we have to enter the billing address and delivery address twice, even when the same, otherwise the delivery address defaults to UK which is messing up our reports.
Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Grouping Customers Together

Would it be possible to set up groups for customers so that you can see what is outstanding for the group they belong to? My particular needs is that I run a school and I would like to be able to group students together in 'Courses' so that I know...
Guest about 8 years ago in IRIS KashFlow / Customers 2 Acknowledged

Notes - Ability to edit notes

Notes - Add a note to contact.Once you add a note to contacts it cannot be edited the only option is to create a new one each time. I think this function should already have been available, not sure why it isn't. Can we please have "Edit Notes" pl...
Guest about 8 years ago in IRIS KashFlow / Customers / Suppliers 5 Acknowledged