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Be able to select a default payment method by customer or to enable to Pay Online button for select customers.

There is currently no option to select a default payment method by customer or to enable to Pay Online button for select customers. We have some customers who would like to pay by "Pay Online Button". Unfortunately we need to enable/disable this f...

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

1 VOTE

NEW DASHBOARD Create New Customer (from US)

In the past when I create a new customer (and select to create an invoice once customer is created), I could enter their name and address, then go to the options page to add VAT number / whether they are inside / outside the EU etc and click Updat...

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

3 VOTE

Fixed Asset register should be down-loadable in CSV format

Could easily compare totals to GL account.

Guest almost 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

30 day statements

It would be good to be able to send a statement to all customers with balances over 30 days as a batch.

Guest over 7 years ago in IRIS KashFlow / Customers 0 Acknowledged

3 VOTE

A 'pop up' note system for clients/suppliers when you enter the record

If I need to add notes to a client record that are important and need 'flagging' up next time I enter the record - there is no way to do this. It would be helpful to add notes that pop up when you next enter the record of a customer or supplier - ...

Guest about 8 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

New Customers can input their details into your system before you invoice them

This would be useful for customers to fill out a type of 'contact form' as inputting manual data is very time consuming for a small business when we don't have the resources to hire someone to do this for us. It saves time with mistakes and it wou...

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

2 VOTE

Feature to combine duplicate accounts to one account if all have the same email address

It would be great for a feature to combine accounts so we don’t have duplicate accounts being created for the same customer with the same email address. Please can you add this? EKM just created one and it works instantly combining all the custome...

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

2 VOTE

Sub Customer Accounts

Have a main customer set up and be able to add sub-customers under the main customer, so that customers that are part of a group but make one payment, all the invoices that relate to this group can we seen together.

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

2 VOTE

Send bulk emails to customers from within Kashflow

We are finding it time consuming having to click on individual customers to send a group notification eg a price increase etc. Being able to select all or a large selection of customers at once, then send one email to them would save us so much ti...

lisa bartup about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

2 VOTE

export customer details as vcards

On kashflow you used to be able to export customers details as vcards and i have been informed via support that this feature has been removed as it was not very popular. I would like it to be reinstated as it is very useful feature.

Daniel Plummer about 6 years ago in IRIS KashFlow / Customers 0 Acknowledged

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