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My Ideas: Customers

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More detailed statements

Enhance customer statements to include each individual invoice descriptions, providing a detailed overview of the work carried out, alongside the invoiced amounts. on customer statements so that the statement also shows what has been written in th...
Guest about 1 year ago in IRIS KashFlow / Customers 0 New

To be able to view past sent statements

i am unable to view statements tht have been sent. I can only view a notes saying its been sent and the time not the actual statement.
Anonymous about 1 year ago in IRIS KashFlow / Customers 0 New

Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Abilityto remove the <company name> field or the <primary contact> from the invoice

My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...
Guest over 1 year ago in IRIS KashFlow / Customers 0 New

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...
Rachel Walker almost 2 years ago in IRIS KashFlow / Customers 0 New

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 1 New

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...
Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New