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Customers

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Able to type in the email when sending multiple invoices

When choosing all the invoices to be emailed to a customer at the end of the month, it would be useful to be able to enter text in the body of the email before it is sent.
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Credit Limit for multiple invoice customers

Example here to use: We have a customer that makes multiple small purchases, we invoice for each purchase but he doesn't pay until all of the invoices amount to £50. Similar to a monthly statement, except that £50 could be reached in a week or 7 ...
Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Longer name field on transactions page

Your software allows a longer name field than the one shown on the transactions title field. This causes us problems because we put important info at the end of the name and without this I have to switch tabs to find it in the profile. seeing just...
CEO almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Add 'Next 12 months' to dates viewable drop down list in customer page

I create 12 month taylored works packages with each of my customers individually. Once the works are agreed I then create invoices for the works. At this moment Ithe default view for invoices on the customer page is 'this year'. There are other op...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Add 'Amount Paid' to the new Customer layout and 'Amount Over-due' to the new Supplier layout

At the top of the page in the new Customer layout we get to see the total invoiced, the amount due and the amount overdue so why not the amount paid?, seems simple enough. We do see this 'feature' in the new Suppliers layout along with Total Bille...
Rob Smith almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customer Contact View

My client would like another column in the customer view. They currently have CODE/NAME/VALUE/OUTSTANDING AMOUNT. I would like to add "contact" in here as my client will have multiple customers with the same name but different contacts on each one...
Kirsty Willis about 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

Creat a link between 'Customers' and 'Source Name'

At the moment we have to manually input a value to a 'cost of a sauce' name, whilst the 'value' section is calculated automatically. Can we not have both sides calculate automatically? So for example If i create source 1 as TV_adverts and source 2...
Michael Smith about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Edit list of countries

We have a customer who has listed his country as 'South Korea' and I am unable to enter this exactly as he has requested.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

List Archived Customers Separately

We are trying to tidy up our records, so we started to archive some of our old customers. However, these customers still appear ins search results even when archived, which can lead to colleagues entering invoices on to the incorrect customer. I t...
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

Customers Searchable in Alphabetically Letters

This was on the previous version.
Guest about 7 years ago in IRIS KashFlow / Customers 0 Acknowledged