Customers

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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 over 4 years ago in IRIS KashFlow / Customers 0 New

1 VOTE

VAT Destination Rules

As the EU has brought in destination VAT charging (which may or may not be adopted by the KashFlow user), it is imperative that a standard VAT rate can also be added to each customer, which defaults to the standard VAT rate for the customer's EU c...

Rich Mellor over 2 years ago in IRIS KashFlow / Customers 1 New

1 VOTE

Customer Profile - VAT Registered / Based Option

In the customer profile, it is annoying to have to select the option for where a customer is VAT registered based (ie. home country, the EU, outside the EU etc). This should default to the country used for the billing address - as surely that is w...

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

1 VOTE

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 over 2 years ago in IRIS KashFlow / Customers 0 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

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 almost 5 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 almost 5 years ago in IRIS KashFlow / Customers 0 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 over 2 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

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