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Customer list - overdue balance column

An extra column adding to the customer page showing their overdue balance would help when chasing payments instead of having to go into each account to check what is overdue.
Guest about 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer credit limits - notifications when limit is reached would help.

Some sort of notification when a customer reaches their credit limit would greatly improve the system. When accepting new orders this could be checked quickly.
Guest about 5 years ago in IRIS KashFlow / Customers 0 New

Repeat Billing and Multi Month Customers

We have recently migrated to your updated package. There is no option to view list of mutli month customers which is papramount for our operation. Please add.
Guest over 5 years ago in IRIS KashFlow / Customers 3 Already exists

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

Highlight certain customers

Hello, i would like to know if there is a way to highlight certain customers on Kashflow so other departments can see this particular customer is highlighted for a reason, without using the Notes option, i need it to be more clear at the start of ...
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Customer Turnover Month by Month

My Reps are always asking for their customers turnover rather like looking at Aged Debtors Creditors report presently it is very difficult to give them information easily Steve Taylor
Guest over 5 years ago in IRIS KashFlow / Customers 1 Acknowledged

Auto email to customer to thank for payment

Once invoices are matched/reconciled through the bank feed it would be great if there was a simple way or an auto process that issued a 'thanks for your payment' email that gives the amount paid and the invoice numbers that it has been matched to....
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Allow Validation on Custom Fields

Hi Whilst not a priority it would be very useful to be able to set validation on the custom customer fields as created in Settings, Customer fields. For example field type create as Date - this would only permit valid dates to be entered , op...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

interest on customer invoices options (present in old Kash flow not new)

used frequently by my clients for Credit control purposes
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged

Linking "sources" from customers to suppliers

Kashflow's "sources" for customers is really handy but I think it would be more useful if the set up could be changed to link it to direct suppliers. This would make it easy to work out what any particular Source has cost (and what income they hav...
Guest over 5 years ago in IRIS KashFlow / Customers 0 Acknowledged