Customers

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CONTACT customers

Would be great if we could use the kashflow system to contact customers. Our example would be we have to remind customers annually to carry out a service and this facility within kashflow would be amazing as all the information for the customers a...

Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

We as an Accounting firm we need different Invoice template for our service invoices and on the customer statement

No description provided

Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Removing United Kingdom field on customer invoice

Hello User MRP Is it possible to leave the United Kingdom field blank when issuing invoices with in the UK, you do not normally put United Kingdom on address when sending within the UK Perhaps there can be just a blank field on the drop down...

Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Customer statements in Euros (and other foreign currencies)

We've invoiced a customer in Euros. They have asked for an account statement. When I view their statement all transactions are showing as Sterling - whereas all their invoices are in Euros so not very helpful for them to reconcile.

Guest almost 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

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

3 VOTE

CSV Import for Country

Request the Country field for CSV import to be the country name, not a code.

Mark Woodward over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Report in date order

If you run an aged debtor list and export the info as a csv file then each customers invoice dates do not run sequential. Customer Name Invoice Date Invoice No. CUSTOMER 10/04/2018 28778 CUSTOMER 01/05/2018 28934 CUSTOMER 01/06/2018 29180...

jackie lammie over 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

Aging analysis to customer statements

It would be useful to have to option to produce a statement that can be sent to a customer that shows an aging of invoices/credits as an analysis at the bottom of the statement i.e. those invoices that are less than 30 days old, 30-60 days 60-90 d...

Guest over 6 years ago in IRIS KashFlow / Customers 1 Acknowledged

3 VOTE

Ability To Select Contact When Sending Invoices/Quotes/Purchases/Statements etc

So the new multiple contact implementation is active now, and it leaves a lot to be desired. Currently you can add multiple contacts to a customer or supplier and mark if each contact should receive invoices/purchases (which apparently also applie...

Guest almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

3 VOTE

When Add Customer now

When Add Customer now and update, it loses the customer page you just created, this need to change to as it was

Guest almost 7 years ago in IRIS KashFlow / Customers 1 Acknowledged

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