Customers

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Format of invoices

In order to make invoices more easily understandable by customers where some elements attract VAT and others do not, or are 0%, it would be great if the columns in an invoice can be adjusted to suit the business in question.

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

Aged Debtors List including post payments

An option should be created to select if you want to include post year-end payments. For example you want to select aged debtors list as at 31.12.2022 however you want to see the balances as at today. Therefore it will remove any amounts which wer...

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

1 VOTE

Ability to see debtors by product

It would be useful to have a filter on the debtors report that enables you to drill down by product so you can get a list of debtors against one product only.

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Show Outstanding amounts on onscreen reports

Currently the only amount shown on Customer and Supplier on-screen reports is the full amount of the invoice, it would be so incredibly helpful if you could also see the outstanding amount.

Guest about 3 years ago in IRIS KashFlow / Customers 0 New

3 VOTE

'Sales Order' system. At stafe between quotation and invoice.

It would help with 'open order' or 'back order' system. As it stands, we can raise two customer documents – ‘quotation’ and ‘invoice’. We’re finding it difficult to process orders without an in-between stage. We receive many orders which take time...

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

1 VOTE

Abilityto remove the <company name> field or the <primary contact> from the invoice

My clients are non commercial. ie they are not companies, they are home owners In KashFlow when I create a customer, the company name field is required. When an invoice is issued contains both <company name> and <primary contact>. How ...

Guest over 1 year ago in IRIS KashFlow / Customers 0 New

2 VOTE

Print customer statements in home currency

Hi Rag,Thanks for your email. What I need is for “Customer Statements” to reflect values which are similar to those on invoices ie the ZWL. At present statements are printing only in the USD ie our reporting currency. Please advise how we can do t...

Guest over 3 years ago in IRIS KashFlow / Customers 1 New

3 VOTE

Add/calculate late payment fees to overdue invouces

Would be useful to be able to calculate and add late payment fees to invoices.

Guest over 5 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Separate email address for statements

Most of our customers request invoices to be sent to one email address and statements to be sent to a different email address. Currently there is no option to select a different email address in kashflow (only one set for invoicing). It would be r...

Rachel Walker almost 2 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Option To Set Customers As Non-VAT Registered

When creating a new customer there is no option to select them as non-VAT registered. About 99% of our customers are not registered for VAT therefore we would like to reflect this in Kashflow.

Guest about 4 years ago in IRIS KashFlow / Customers 0 New

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