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Allow customers to see the sales code

It would benefit the customer in seeing the sales code plus the description
Guest about 6 years ago in IRIS KashFlow / Customers 3 Acknowledged

Customer List by Division/ Mailchimp integration

I wish to contact customers in a division of my company to alert them to changes taking place. Our customers are designated a division using the Default email template and/or PDF theme. Can these fields, and others in the customer options be inclu...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Searchable custom fields

We use membership numbers to identify customers. we have generated a custom field but this is not searchable from the customer search bar.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices

New Invoices are created with the name of the first customer in the list - this can create errors when generating large number of invoices with multiple customers. It would be better to create the new invoice with blank fields.
Paul Roycroft about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Option to remove certain customers from overdue invoice notifications

At the moment you can set up automatic reminders to customers who have not paid their invoices. Some of our customers don't need to be chased, or have bad debt etc. We need an 'opt in' button or similar so we can select who needs these reminders...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Only Include E-mail Address For 'Receives Invoices' When An Invoice Is Sent

If we have a client contact on KF, plus a separate contact on the same account, marked as 'Receives Invoices', we have to manually delete the 'Receives Invoices' e-mail address whenever sending quotes, or our clients accounts department will also ...
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

Margin Scheme VAT - 2nd hand goods, accounting desperately needed

Hi, As the making tax digital deadline is approaching the need to have Margin Scheme VAT functionality is becoming critical for those of us who trade 2nd hand goods. At present I move Margin Scheme invoices to 0% VAT and then manually calculate th...
Dan Pascall about 6 years ago in IRIS KashFlow / Customers 1 Future Consideration

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.
Guest about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged