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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 about 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 about 5 years ago in IRIS KashFlow / Customers 0 New

Improved client and supplier search when entering invoices/purchases

Currently, when entering invoices, the 'customer' field allows you to start entering the customer name.... and as you do, it presents the customer names meeting what you have entered. The problem with the current search is it is not able to find c...
Peter over 7 years ago in IRIS KashFlow / Customers 2 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 about 5 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 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 almost 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 almost 8 years ago in IRIS KashFlow / Customers 1 Will not implement

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 almost 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

Turnover Reports for period shown by month

Would like Income by Customer (and expenditure by Supplier) report to be able to show values by month ie. if you select a period of 1/4/21 - 31/3/22 that it would show as below:- Customer Name Apr21 May21 Jun21 Jul21 Aug21 Sep21 Oct21 Nov21 Dec21 ...
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New

The ability to abstract all customer emails for campaign without having to go to each individual customer.

We wish to send regular emails to customers with offers and it would be useful if we could get this as a list from Kashflow
Guest almost 3 years ago in IRIS KashFlow / Customers 0 New