Customers

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Remember Setting for Transactions - Time Period

When viewing a customer record, the time period on the Transactions view defaults to This Year. Around the new year, this is problematic, as you cannot view some transactions, unless you switch the time period to ALL. However, when you return to t...

Rich Mellor about 2 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Price list

I already have all the products setup on system, what we were wondering is the following: Can you setup different prices for each customer (ie not wholesale pricing) If a new price is entered when raising invoice for product, can this price be sav...

Damian McCann about 4 years ago in IRIS KashFlow / Customers 0 New

2 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

2 VOTE

Customer statements should have the ability to print our bank details on the statement.

Customers ring to ask for bank details after receiving a statement. The details are on an invoice but customers pay from the statement.

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

1 VOTE

A notes box on customer profile page

This would be useful to write notes EG opening times of company what days people you talk to work. credit limits and payment terms of the accounts

Guest about 2 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Automatically calculate interest on outstanding invoices

Before I updated the system, Kashflow worked out how much interest we could charge on outstanding invoices, it was a great way of getting customers to pay up. Now it doesn't appear to feature.

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

1 VOTE

Customer Codes - import from paypal

When I import from Paypal, new customers are created using codes such as José21 - but if I update their address, I am told the customer code is invalid. I then have to guess what number to put after Jose as there is no easy way of finding the next...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Help with exporting Clients to CSV without losing data!

The exported customer fields do not match the Kashflow> Customer > Profile fields in the exported Reports>Sales>Customer ALL CSV Exporting does not generate separate rows for Primary and Additional contacts for a company , with each co...

Guest over 2 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

Extracting VAT info from two separate Kashflow accounts with the same VAT Registration number

We have two separate VAT registered accounts with Kashflow (two different components of our copany) both under the same VAT number. As you know, with the new HMRC Regulations where VAT returns have to be submitted digitally, I have found out from ...

Guest over 2 years ago in IRIS KashFlow / Customers 0 New

2 VOTE

Bulk Customer Statements

It would be great if there was a way you could send out customer statements 'in bulk' to everyone, on say 1st of every month, rather than one-by-one individually.

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

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