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Customer first line of address on customer list

When clicking on the customers icon which displays the list of customers is there any way of also displaying here the first line of their address to easily be able to identify customers with the same surname.
Guest almost 8 years ago in IRIS KashFlow / Customers 2 Already exists

When creating a batch payment the remittance advice does not show/print the Batch number - if added this would be helpfull

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Guest about 4 years ago in IRIS KashFlow / Customers 1 New

Include a total of batch payment on a statement at the bottom of all the individual payments that constitute the batch payment

On a customer statement a bulk payment is split into the amounts of all the invoices. The total of the bulk payment is not mentioned on the statement.
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Additional tab for customer quotes/PO request

At the moment, there are only 2 tabs under customer. A third tab would allow us to create both quotes and then subsequently Purchase Order request and then convert that into an invoice. Our customers request a quote first and then once that is agr...
Guest about 4 years ago in IRIS KashFlow / Customers 0 New

Customer order number

Can I set up a message on a customer, saying that we need an order number before an invoice can be processed?
Damian McCann about 4 years ago in IRIS KashFlow / Customers 0 New

Customer profile page

When looking at a Customer’s profile summary page, can a column be shown for a description of the invoice?
Damian McCann about 4 years ago in IRIS KashFlow / Customers 0 New

Customer Statements

There needs to be the ability to easily edit the existing Customer Statements to tailor to our requirements e.g. "company name" is not always relevant depending on the type of customer, "purchase order" is irrelevant for some types of industry, ad...
Martin Greig over 4 years ago in IRIS KashFlow / Customers 0 New

Archived Customer in Seperate List

Is there away you can put Archived customers into a separate list so we can still access them if needed, I need to download a separate list but cant so this would make life easier so we can still find them easily.
Guest over 4 years ago in IRIS KashFlow / Customers 0 New

Utilise credit notes on later invoices

I have a credit note on a customer file which I wanted to use against an invoice dated later than the credit note. However, Kashflow does not allow this. It is not unlikely that a credit would be raised for a customer to use against future invoice...
Simon Grant over 4 years ago in IRIS KashFlow / Customers 1 New

Reports to be run between dates

Can you modify your overdue invoices report to be able to run this report between two dates, and have the report in spreadsheet format (ie with one transaction per line rather than in blocks of info per transaction?
Guest over 4 years ago in IRIS KashFlow / Customers 0 New